2025-present: Senior Associate- Handle customers' enquires via phone calls and emails including addressing problems with electronic banking and follow up on the transaction;
- Ensure the application forms submitted by customers are duly completed and delivered to relevant departments promptly;
- Follow up on VIP clients’ transaction requests until transactions are completed;
- Handle ad-hoc projects as assigned by Management.
2024-2025: DBS - Senior Officer (Licensed), Consumer Banking- Provide one-stop service to respond product and service enquiries that customers are experiencing by phone, live chat , offline messaging and emails
- Drive a successful customer experience by assisting at varied skill levels (from offline to online) to implement inbound cross-buy initiatives proactively
- Meet individual scorecard for call volume, availability, service level and customer satisfaction
- Attract and retain customers by answering queries and providing suggestions that lead to short and long-term success
- Work collaboratively with teammates to solve customer issues as quicky and as efficiently as possible
- Report customer complaints and escalate issues when necessary to prevent potential churn
2023-2024: BOCHK - CSO (Details)- Assisted customers with daily transactions.
- Assisted customer managers in identifying high-quality clients for appropriate referral.
- Achieved interpersonal ladder target in September 2023, nominated for recommendation and completed Relationship Management Assistant training.
- Became a licensed agent in September 2023 (able to conduct securities transactions under Bank of China Hong Kong's internal guidelines).
- Handled account opening procedures for clients.
- Promoted suitable bank products and referred clients to sales staff (non-sales role).
2018-2023: Beulah (HK) Ltd. - Assistant Manager- Prepared customs clearance export trade documents
- Recorded sales and procurement details
- Arranged sales and procurement logistics
- Issued invoices
- Responded to customer enquiries
- Accompanied clients in procurement and created marketing opportunities.
- Prepared annual financial statement for auditing purposes.
- Real-time integration of sales and procurement records for manager or director review
2009-2018: Tutornotes - General Manager- Leased and operated study groups in Nan Fung Centre and Tsuen Fai Commercial Building
- Developed a YouTube tutorial channel and website for AdSense profit and promotional goals
- Acheivement: Reached 2k subscribers with organic traffic which acheive a high degree of success in cost effective promotion
