Yee Mun Email and Phone Number

Organize and maintain accurate and up-to-date client files, adhering to regulatory requirements.Assist in the preparation and processing of various banking documents, including account forms and transaction records.Schedule and coordinate appointments for clients with banking officers, optimizing time management for both clients and staff.Manage scheduling for banking officer appointments.Generate routine reports on client interactions, transaction activities, and other relevant metrics.Contribute to the preparation of reports for management.