•Identified opportunities to refine processes to improve turnaround time for better client experience, improve operational efficiencies and strengthen controls
•Conceptualized and developed 4 solutions within 3 months to automate manual processes, saving a total of 500 manhours per year, improved data analytics and visualization to provide better insights for senior management on team’s performance
•Created instruction manuals, provided training for entire team to transfer knowledge and aid in maintenance of application developed
•Self-starter, proactive, resourceful, worked effectively with colleagues and management
•Collaborated with the CEO to develop and implement comprehensive sales plan to drive top-line growth
•Involved in the ideation and launch marketing campaign to expand customer base
•Effectively supported the team to maximize customer outreach through cold calls
•Verified customer information through thorough screening on agency database
•Consistently provided excellent customer service to build lasting relationship
•Assisted Executive Director to plan meeting agenda and organized data to achieve effective team engagement
•Established efficient scribing structure for meetings, provided feedback and recommendation to improve overall team performance •Built strong communication and presentation skills to confidently deliver key messages to the Executive Director and his broader team
•Partner client-facing teams to ensure all client records are in compliant with Anti-Money Laundering (AML) and Know Your Client (KYC) regulatory standards in a timely fashion
•Collected and verified confidential client data via publicly available and internal sources
•Screened clients’ names and source of wealth contributors against sanction and available AML lists
•Assessed clients’ profiles and the results of the screening to ensure they meet bank’s and MAS 626 guidelines
•Communicate and escalated issues to management in a timely manner as appropriate
•Built strong engagement and communicated confidently with relationship managers and members of the KYC team
yien
Copyright © 2022 yien - All Rights Reserved.
Yi En
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.