Summary
Overview
Work History
Education
Skills
Awards
Timeline
Chiou Yen  Loke (Anne)

Chiou Yen Loke (Anne)

Miss
Cheras

Summary

Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Knowledgeable and dedicated customer service professional with extensive experience in banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Hardworking and passionate. Ready to help team achieve company goals.

Overview

24
24
years of professional experience
2
2
years of post-secondary education
4
4
Languages

Work History

Senior Client Advisor

UOB Bank
KL
12.2013 - Current
  • Opened new accounts according to laid down rules and guidelines.
  • Informed and suggested new banking products to customers.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Contributed to bank marketing and awareness campaigns to grow customer base.
  • Assisted customers with product selection based on individual needs and preferences.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.

Relationship Manager

Ambank (M) Berhad
KL
12.2011 - 12.2013

Relationship Manager

ECM Libra Investment Bank
KL
01.2010 - 12.2010

Relationship Manager

Royal Bank Of Scotland, RBS
KL
06.2006 - 01.2010

Relationship Manager

HSBC Bank
KL
09.2005 - 06.2006

Customer Service Relationship Executive

UOB Bank
KL
03.2005 - 09.2005

Telemarketing Sales Representative

Citibank
KL
10.2003 - 03.2005

Telemarketing Sales Representative

MV Marketing (M) S/B
KL
04.2001 - 10.2002

Education

Bachelor Degree In Finance - Finance

University of Hertfordshire , KL
01.1999 - 03.2001

Skills

    Relationship Management

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Awards

Regional Achiever 2023 - Malaysia Nationwide Top 2

Double Diamond Awards -2023

Diamond Awards - 2022

Timeline

Senior Client Advisor - UOB Bank
12.2013 - Current
Relationship Manager - Ambank (M) Berhad
12.2011 - 12.2013
Relationship Manager - ECM Libra Investment Bank
01.2010 - 12.2010
Relationship Manager - Royal Bank Of Scotland, RBS
06.2006 - 01.2010
Relationship Manager - HSBC Bank
09.2005 - 06.2006
Customer Service Relationship Executive - UOB Bank
03.2005 - 09.2005
Telemarketing Sales Representative - Citibank
10.2003 - 03.2005
Telemarketing Sales Representative - MV Marketing (M) S/B
04.2001 - 10.2002
University of Hertfordshire - Bachelor Degree In Finance , Finance
01.1999 - 03.2001
Chiou Yen Loke (Anne)Miss