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概要
A highly motivated Relationship Banker with an in-depth understanding of the banking field, adept at providing excellent customer service and building strong relationships with clients. Experienced in identifying customer needs and providing tailored solutions to meet their financial objectives.
工作经历
Relationship Officer
Enter Description
Sales executive
Consulting clients on their credit card requirement.
Provide full administrative support.
Managing reports and documentation for services provided.
Coordinating with internal meetings.
Ensures compliance with all rules and regulations while maintaining safety and security.
Develop, implement, and maintain a Personal Plan database.
Team Assistant
Scheduling appointments and managing correspondence with clients.
Planning and organizing internal and external meetings and making travel arrangements for the team.
Reviews, records, distributes and/or processes mail and other documents; follows-up on impending actions.
Creating, compiling, and distributing meeting notes to team members.
Performs data entry and extraction functions.
Maintains files (both paper and electronic) and databases for work unit.
