Leading the AI transformation of the BizExpress channel to enhance the overall business lending experience of our Small Business Customers.

• Provide premium customer service to Business Banking customers• Identify opportunities and provide solutions to meet the financial needs of our existing customers• Work collaboratively with peers, business partners and stakeholders to assist our business partners• Assess risk on new lending, as well as assessing the risks associated with increases in client credit• Originate and initiate fulfilment for business products for business segment clients.• Focus on proactively… Show more • Provide premium customer service to Business Banking customers• Identify opportunities and provide solutions to meet the financial needs of our existing customers• Work collaboratively with peers, business partners and stakeholders to assist our business partners• Assess risk on new lending, as well as assessing the risks associated with increases in client credit• Originate and initiate fulfilment for business products for business segment clients.• Focus on proactively deepening existing customer relationship through regular business reviews to ensure their currently solutions are meeting their needs• Manage my Pipeline progression • Generating and assisting Retail Banking Services (RBS) and Business and Private Bank (BPB) team members to support the referral of business leads.• Work with dedicated specialists as and when required to increase clients’ needs met • Arrange for business client requirements to be serviced using the most appropriate support channel as and when required • Work in collaboration with other business units to ensure achievement of overall CBA goals.• Maintain ongoing knowledge of industry trends, focus area of growth and impacts in the SME business sector Show less

• Provide specialised service to customers the attend CBA branch or online • Originate business opportunities as applicable including working closely with the Analyst Team • Inbound Video and Outbound calling to support commercial lending & Asset finance enquiries • Identify additional needs through discussions with both new & existing customers • Build and maintain effective working relationship with the Business Banking and Relationship Managers • Prepare daily management… Show more • Provide specialised service to customers the attend CBA branch or online • Originate business opportunities as applicable including working closely with the Analyst Team • Inbound Video and Outbound calling to support commercial lending & Asset finance enquiries • Identify additional needs through discussions with both new & existing customers • Build and maintain effective working relationship with the Business Banking and Relationship Managers • Prepare daily management report and assist team manager in allocating resources Show less

Currently part of a new dedicated Merchant Outbound team as well as the Video Conferencing Sales Team which specializes in both Merchant Solution and Commercial Lending products.1. Actioning Outbound leads to assist small & medium business customers with acquiring merchant solutions.2. Focus on customer satisfaction by listening to their needs and provide tailored business solutions.3. Liaise with other business partners and stakeholders to ensure the customers' needs have been… Show more Currently part of a new dedicated Merchant Outbound team as well as the Video Conferencing Sales Team which specializes in both Merchant Solution and Commercial Lending products.1. Actioning Outbound leads to assist small & medium business customers with acquiring merchant solutions.2. Focus on customer satisfaction by listening to their needs and provide tailored business solutions.3. Liaise with other business partners and stakeholders to ensure the customers' needs have been met in timely manner.4. Identify cross sell opportunities to all other relevant bank financial products including Home loans, Overdraft accounts and business loans. Show less

Responsible for generating new business opportunities that will increase revenue and market share across all segments of the Bank; with a primary focus on merchant facilities.1. Assisting small & medium business customers with acquiring merchant solutions and meeting their EFTPOS & eCommerce requirements.2. Increasing revenue and customer satisfaction by offering tailored solutions and referring business opportunities to the appropriate area.3. Developing strong internal… Show more Responsible for generating new business opportunities that will increase revenue and market share across all segments of the Bank; with a primary focus on merchant facilities.1. Assisting small & medium business customers with acquiring merchant solutions and meeting their EFTPOS & eCommerce requirements.2. Increasing revenue and customer satisfaction by offering tailored solutions and referring business opportunities to the appropriate area.3. Developing strong internal relationships to ensure clients receive a seamless customer service experience.4. Cross sell all other relevant bank financial products including new accounts openings, Commbiz and business credit cards5. Actioning Outbound leads and also assist inbound clients. 6. Acting as a Point Of Reference for the Opportunity Management platform.7. Assisting in conducting training and preparing training material for Opportunity Management system8. I've been cross skilled to be second in charge to manage my team of 20 associates on few occasions Show less

1.Assist tax consultants in handling taxation matters. 2.Schedule and organize tax works and assignments for tax consultants. 3.Assist and support tax consultants in filing tax returns on time. 4.Organize and manage all tax reports, statements and documents relating to clients. 5.Answer and respond to clients' inquiries on their tax problems. 6.Maintain strict client confidentiality relating to their tax matters.