Winn-Tzen Woo Email & Phone Number

Managing client accounts and contribute to the strategic account planning process.Maintains accurate and detailed information relevant to customer accounts for the purpose of conducting analysis that influence account-specific decision making.Responsible for ensuring that profitable sales volume and strategic objective targets are met for the assigned accounts.Increase sales revenue by offering promotion or new upgrades / subscription plans.Increase customer satisfaction by building a strong relationship with customers.Analyze, understand and recommend solutions that improves customer’s business’s process and increase their productivity.Analyze customer accounts / industry and recommend solutions to grow account size and value.Prepare detailed proposals / quotes depending on each customer’s requirements.Handles related duties as are necessary for the proper management of accounts and duties assigned.

Develop and execute strategic sales plans to achieve sales targets.Hunt for new valuable customers, including identifying and pursuing tender opportunities.Identify and engage potential clients through cold calling, networking, and other lead generation methods.Build and maintain strong, long-lasting customer relationships by understanding their needs and providing exceptional customer service.Present and demonstrate the range of products and services to prospective clients, emphasizing the unique value propositions of GTSB’s solutions.Negotiate and close deals, ensuring mutually beneficial agreements that align with company goals.Provide feedback and insights to the management team to help shape the future development of our products and services.Stay up-to-date with industry trends, market activities, and competitors to identify new opportunities and strategies.Prepare regular sales reports and forecasts to track progress and identify areas for improvement.

Responsibilities in Deposits account acquisition from consumers and businesses with opportunity to obtain leads for other products through HLB@Work.

Kuala Lumpur, Malaysia

Assisting the Regional Operations Manager (RMO) in overseeing 11 branches throughout the region on their day to day banking operationsAssisting with data compilation from the 11 branches for RMO when neededCompliance Management guides to key executives at the 11 branchesProviding Branch Support to the 11 branches when needed

Bangsar

Sales & ServiceProvide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results.Carry and achieve clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops.Support Bank’s Digital Transformation initiatives including Connect Penetration and OTC Transaction migration.OperationsAccept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner.Over-ride transactions as per Bank defined transaction limits.Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier duties).OrganizationalProvide support to the Branch Manager/Customer Service and Operations Manager to deliver the expected levels of customer service, cross-selling (for products applicable) and contribute to operational control and compliance as specified by the Bank.

Kuala Lumpur, Malaysia

Handling inquiries and complaints within SLA via inbound and outbound callsSkill sets include:New BusinessPolicy ServicingPolicy EndorsementsClaims (Major, Minor, Admission/Discharge)