Elise Yap Jia Jia

Responsibilities:

• Acquisition of new deals with varying, complex financial needs, with the objective of revenue growth and good credit quality, in line with bank credit standards, policies, and processes.
• Generated new business with marketing initiatives and strategic plans.
• Identify & cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral), and capital market products.
• Responsible for all credit aspects of the relationship, including annual reviews, early problem recognition, and remedial management.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding by driving compliance with applicable laws, rules, and regulations, adhering to policy, and applying sound ethical judgment.

Key Achievement

• Acquisition of a new deal with a RM1.5 billion revenue size will bring in maximum profit to the bank.
• Involve in mega deal and managed high net worth sensitive client.
• Manage of client with CMO global deal with revenue of USD4million to the bank.
• 1st pioneer staff in Malaysia to be involved in new sales force system enhancement, with reporting to US Financial Institute.
• Participate of employee club - "voice of employee" to participate organize staff activities and events.

Responsible:

• Managed the team by utilizing the manpower to support the workload and maximize the staff output.
• Set performance expectations for the team, monitoring progress towards goals, and providing constructive feedback as needed.
• Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
• Quarterly business review with HOD on P&L and action plan reporting.
• To ensure that management reports business forecast, planning, and annual budgeting are completed within the stipulated time.
• To identify the risks and opportunities in business and work with the product and sales team to formulate actions to explore the opportunities and mitigate the risks.

Key achievement:

• Started my career in UOB Medan Pasar branch as an Account Manager in December 2014 and promoted to Team Head in Jalan Imbi in 2019 to lead a team of 2. In 2021, I was promoted to a bigger branch in Jalan Pudu to lead a team of 5 (3 lending officers, and 2 deposit officers).
• Awards/contribution: Top FX & CASA contribution branch in year 2019.
• Top MM of nationwide top 1 under my team for consecutive years 2019. 2020 and 2021.
• Credit challenge - group presentation, 2nd runner-up.
• Highest closed sales for general insurance in year 2018.
• Hokkaido trip winner in year 2018.
• FX Champion, deal achiever in year 2018.
• Top loan achiever in year 2017.

Responsible:

• Achieve revenue target set by onboarding new-to-bank clients, as well as cross-selling opportunities (lending, cash management, and treasury products) for existing clients via wallet sizing.
• To maintain a close relationship with existing and target customers, and develop a deep understanding of the customer's business and banking requirements.
• Responsible for sales and marketing, and driving revenue for asset and liquidity, including FOREX.

Key awards:

• Outstanding performance in 2012.
• Acquisition of top depositor in 2012.
• Top achievement of Mega Deal in years 2012, 2013, and 2014.

Responsible:

• Managing Director calendar (scheduling meetings, appointments, events), organizing travel arrangements, handling correspondence, drafting documents, presentations, and reports.
• To handle & involve in personal errands & company P&C matters (pricing, costing & HR related).
• Research & data gathering, event planning.
• Maintaining confidentiality with sensitive personal and business information. Acting as a trusted point of contact for private or sensitive matters.
• To involve in marketing strategy, budgeting, return on investment, and market survey for competitors.
• Negotiated contracts with suppliers to secure favorable terms that maximized profitability, while maintaining quality standards.

Key Achievement:

• Able to perform multitasking work.
• Successfully negotiated with media and suppliers, helping the company save RM500k annually.
• Promoted to Assistant Sales and Marketing Manager by next year.