Catherine Tan Yee Wen
Assistant Vice President
Penang
Summary
Highly achieving operational and banking leader with proven 11 years of experience and ability to streamline process efficiently. Offering strong foundation in leadership, customer relationship management (CRM) and operational risk, eager to learn and develop in dynamic environment. Dedicated financial and banking professional with a history of meeting company goals, proficient in using independent decision making for company success. Skilled in working under pressure and adapting to new situations or changes to best enhance the organizational brand with customer satisfaction. Currently pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Assistant Vice President
Citigroup
06.2022 - Current
- Successfully led multiple global and APAC project implementations for multinational corporations (MNCs) and financial institutions, streamlining financial operations, compliance, risk and liquidity management.
- Ensure high levels of client satisfaction, very detailed oriented, zero escalations and have a track record of highest KPI FI Onboarding Manager to receive 30 clients accolades in APAC region with 98% very satisfied and 2% satisfied feedbacks
- Managed to resolved client escalations by 99% red to green and have implemented risk management strategies to mitigate potential issues during customers onboarding process to Citi platform
- Played a key role in APAC cash management development efforts to expand Citi market reach with USD 20 million revenue annually
- Spearheaded process improvement initiatives that led to increased operational efficiency across all departments by 10% without compromising quality or service levels.
- Coach and mentor a team of 10 analysts on relevant areas includes career progression, internships and hiring programs
- Conducted regular performance evaluations to identify areas for improvement and provide feedback to team members.
- Increased company profits and revenue by 20% through performance optimization strategies, good relationship with clients and business efficiency improvements.
- Developed strong partnerships with internal stakeholders such as sales teams to align expectations about Citi product/service offerings that contributed towards organizational success.
Onboarding Team Lead
OSTTRA
10.2018 - 06.2022
- Company Overview: OSTTRA is part of a joint venture between IHS Markit and CME
- Oversee individual team members day to day operations including hiring potential talents via interview sessions, review hiring process, support of team members personal matters, leave requests, career developments, quarterly reviews and any other support colleagues may require
- Increased customer satisfaction by ensuring timely completion of projects and adherence to high-quality standards.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Regular engagement with global Ops leadership team by attending Monthly Health Check meetings
- Engagement with APAC Sales/Account Management to understand the latest trend of onboarding workflows and how to manage client's expectations
- Led the strategic planning and development of businesses covering APAC clients both under UAT and Onboarding platforms
- Established business value creation by onboarding clients in APAC with an estimate of USD 10 million revenue annually
- Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
Personal Banker
UOB Bank
04.2018 - 09.2018
- Possessed excellent Customer Service and support experience supporting Global customers to resolve basic customer's phone, webchat and email inquiries
- Responsible for marketing and promoting a wide range of banking products and services including Unit Trust, Insurance, Deposits to existing and potential customers
Business Information Specialist
Penang Adventist Hospital
08.2016 - 03.2018
- Transform requirements into programs and processes to deliver the requested information deliverables in alignment with PAH policies/standards
- Assist Finance Department in meeting financial objectives by preparing report budgets & forecasts, proposing corrective actions, costing and doctor fees, etc
Lead Research Analyst
Thomson Reuters
03.2014 - 08.2016
- To carry background checks for internal (Reuters) and external clients (UOB, Winoa, Albea, Aspen, Maybank Singapore) with reporting activities on screening results using Worldcheck One system
- Check and review work done by junior analysts to ensure that client delivery are at its highest quality and accuracy
Education
Doctorate in Business Management - Project Management
Universiti Sains Malaysia
Penang, Malaysia 05.2024 - Current
Master in Business Administration (MBA) - Business Administration
Universiti Sains Malaysia
Penang, Malaysia 02.2016 - 08.2018
Bachelor Degree - Banking and Finance
Universiti Tunku Abdul Rahman
Kampar, Perak 03.2010 - 03.2014
Skills
Operations management
Hiring and coaching
Organizational development
Corporate communications
Financial management
Strategic planning
Decision making & judgment
Financial analysis and planning
Cross-functional team leadership
Customer service
Adaptability and flexibility
Data management
Corporate Clients Accolades
- Oracle Corporation
- PAYU Finance India Private Limited
- Government of New Zealand
- Computershare Ltd
- Kiwibank
- AIA
- Prudential
- Keysight Technologies
- Citi Senior Management/Internal Stakeholders/Relationship Managers
Linkedin Profile Website
https://www.linkedin.com/in/catherinetan90/
Timeline
Doctorate in Business Management - Project Management
Universiti Sains Malaysia
05.2024 - Current
Assistant Vice President
Citigroup
06.2022 - Current
Onboarding Team Lead
OSTTRA
10.2018 - 06.2022
Personal Banker
UOB Bank
04.2018 - 09.2018
Business Information Specialist
Penang Adventist Hospital
08.2016 - 03.2018
Master in Business Administration (MBA) - Business Administration
Universiti Sains Malaysia
02.2016 - 08.2018
Lead Research Analyst
Thomson Reuters
03.2014 - 08.2016
Bachelor Degree - Banking and Finance
Universiti Tunku Abdul Rahman
03.2010 - 03.2014
Similar Profiles
MICHELE SHADE TIMMONSMICHELE SHADE TIMMONS
Director, US Consumer Bank Data Steward Head, Enterprise Data Office at CitigroupDirector, US Consumer Bank Data Steward Head, Enterprise Data Office at Citigroup
Laura SchmittLaura Schmitt
Vice President - North America Head of Rebate Operations at CITIGROUPVice President - North America Head of Rebate Operations at CITIGROUP
Jerome (Jerry) GuardianoJerome (Jerry) Guardiano
Global Hardware & Software Asset Manager - Senior Vice President at CitigroupGlobal Hardware & Software Asset Manager - Senior Vice President at Citigroup