Jeffrey Lei Email and Phone Number

- Proactively introduce and guide customers on how to use banking smart devices, ensuring they can access and utilise digital banking services effectively- Engage with customers to understand their business needs and objectives.- Make relevant introductions to specialised personnel or services within the bank that can address their business-related requirements.- Assist in data entry tasks related to customer accounts and transactions.- Ensure proper file archiving and document management in compliance with established procedures.- Support various other tasks or projects as directed by branch management.

- Maintained accurate financial records and budgeted for monthly events with regard to all sources of projected receipt and expenditure;- Authorized and was accountable for all petty cash transactions;- Maintained financial responsibility to the society- Provided Macau students with information on UK higher education, and assisted them in settling into student life in the UK;- Organised monthly networking and social activities to cultivate Macau students' spirit of solidarity and sense of belonging to Macau

- 2021 Census- Communicated with Macau residents for the completion of census questionnaires- Made physical visits to businesses and communities for data confirmation purposes

- Pilot Apprenticeship Program for Life Insurance Operations- Assisted basic operations including customer services, claim management, and governance;- Received trainings on professional practices and ethics of insurance agents-Developed strong communication skills and learned the importance of customer satisfaction in the insurance industry.-Assisted in reviewing and ensuring adherence to internal policies and regulatory requirements.-Developed problem-solving abilities and adaptability by navigating through various operational challenges.