Nancy Chen Email & Phone Number

Responsible for all of QLD C&CB portfolio (own portfolio & team portfolio), identifying opportunities to improve customers FX risk management and cashflow, improve the delivery of high quality structured risk management solutions and digital solutions. Engage Relationship Management, Trade, Transactional banking and other product partners to achieve a seamless client experience. Monitor and management of the risk profile and compliance requirement of the client portfolio. Achievements:• FX Sales growth of YoY 6% FY 16.• No1 Product Partner – Australia Division.• East & Partners ANZ No. 1 Wallet Share across Spot FX and FX Options 2015.• East & Partners ANZ No. 1 FX provider and Customer satisfaction 2016.• Accountable for 9Mio budget - across Corp/BB/RBB & SBB QLD/NT. • Peter Lee Survey ANZ No. 1 Corporate FX provider 2017.

Melbourne, Australia

Responsibilities for delivering, pricing and structuring Interest Rate (IR) risk management solutions to Corporate and Commercial clients, presenting IR strategies and solutions, maximise sales opportunities through cross sale and process improvements.Things that I’ve done: revenue growth, implemented strategies to meet revenue, share of wallet and retention targets of key accounts.

Melbourne, Australia

Responsibilities for a portfolio of SME clients (VIC), offering FX risk management solution, deliver a superior customer experience and achieving continuous revenue growth for the SME franchise. Monitoring and managing client limits, as well as internal currency/ liquidity position.Achievements:• AFMA Tier 1 accreditation.• Training new dealers.• Created and implemented process map and training documents for the team.• 2009 achieved 120% of sales target & 2008 achieved 164% of sales target.• Ranked top sales nationally.• Increased the average margin across the portfolio.

Responsibility for identify and penetrate sales opportunities through various ANZ channels, generating quality sales lead, supporting sales team through their on boarding process, registering customer for Foreign Exchange service accurately & efficiently. Things that I’ve done: resolving problems with payments/, identify process improvements, analysing revenue reporting. Achievements: FINSIA accredited Tier 2 compliance

Certificate, Circular Economy And Sustainability Strategies

Certificate, Introduction To Sustainable Finance

Ethics And Professionalism In Finance Advice

Diploma Of Financial Services, Foreign Exchange & Debt

Bachelor Of Commerce - Bcom, Finance, General