Provided technic support to loyalty customers enquiries through online platform and in-house call center, questions include: online trading support, auxiliary linear tools, arbitrage and hedge basics and the influence of major data to USD and goldDiscover potential opportunities via understanding customer risk behaviors/exposures, return requirements, and interested investment products during enquiries, and cross-sell to sales representativesProvide professional customer service and relationship building, keep in touch with current clients and promote new activities

Assisted senior account manager to provide treasury support to more than 50 client companies with extra cash or loan requests, lead back-offices to meet respective clients’ need in deposits or loansTimely updated credit rating status of existing borrowing clients by contacting or field visits to collect physical or financial evidences, and reported observations to compliance team Analysed financial statements of client companies, from the financial reports and on-the-spot investigation; control the risks, commonly used the way to increase the guarantor or guarantee enterprise, or control the amount of credit and credit allotted timeWrote credit rating report, identify risk factors and accessed risk level and discussed potential risks with possible mitigation solutions Timely refreshed Government regulation and policies, indicative of industry-oriented guidance Inspection of five-tier classification of loans in quarter; written reports on file, including the Risk assessment on a quarterly basis