Julie Ooi Lay Peng
Regional Branch Distribution Head N2 Region
Light Street
Summary
PERSONAL BEST ACHIEVEMENT
1) OCBC Bank
- Top Number Cases Banc Assurance Nationwide ( in year 2005)
2) Hong Leong Bank
- GMD Award Top Performer BM Category FY12/13
- GMD Award Top Performer BM Category FY13/14
- GMD Award Top Performer BM Category FY14/15
- GMD Award Top Performer BM Category FY15/16
- Top Credit Card Sales Northern Region 09/2015
- MD Award Top 3 BM Northern 1 FY18/19
- MD Award Top Performer BM Category N1 FY19/20
- Outstanding Achievement Top Banc Assurance Sales N1 FYAP RM1.151M FY19/20
- Top Branch Revenue Achiever CBOM Nr Q2 FY20/21 by RWMS GM Andrew Jong
- GMD Branch Manager 1st Runner Up FY21/22.
- GMD Credit Card BM Category 1st Runner Up FY21/22
- Leadership Awards Top CASA Account Growth- Region Category 1st Runner Up.
Overview
23
23
years of professional experience
Work History
Regional Branch Distribution Head
Hong Leong Bank Berhad
07.2022 - Current
- Create regional sales plans and target in alignment with business objective.
- Analyze regional market trends and discover new opportunities for growth.
- Supporting Branch Manager with day-to-day Branch Operation, branch and individual performance.
- Prepare and review annual budget for area of responsibility
- Communicates job expectations by planning, monitoring, appraising, reviewing job contributions, employee enforcing policies and procedures.
- Achieves regional sales operational objectives by contributing regional sales information and recommendations strategic plans and reviews.
- Resolve problems, complete audits, identifies trends, determines regional sales system improvements, and implement change when necessary.
Senior Branch Manager
Hong Leong Bank Berhad
04.2012 - 06.2022
- Drive impact and influence through networking and strategic planning to maintain and build relationship with existing and new to PFS ,SME, Corporate customer, prospects and business partners.
- Create new business opportunities and help to implement tactical sales and marketing strategies, set direction and Goal among Team in order to source for new avenues for business growth.
- Result oriented customer-focused and work closely with the CSOM to monitor banking operations to ensure delivery of customer satisfaction, compliance of relevant guidelines & policies, complaint handling and credit risk management.
- Good Business Etiquette and image to customer and community. To ensure branch passes branch audit (mandatory) and ensuring branch's security is in good order.
Branch Manager
Hong Leong Bank Berhad
09.2010 - 03.2012
- Drive impact and influence through networking and strategic planning to maintain and build relationship with existing and new to Bank customers, prospects and business partners.
- Create new business opportunities and help to implement tactical sales and marketing strategies, set direction and Goal among Team in order to source for new avenues for business growth.
- Result oriented customer-focused and work closely with the CSOM to monitor banking operations t o ensure delivery of customer satisfaction, compliance of relevant guidelines & policies, complaint handling and credit risk management.
- Good Business Etiquette and image to customer and community. To ensure branch passes branch audit (mandatory) and ensuring branch's security is in good order.
Branch Manager
Hong Leong Bank Berhad
10.2006 - 08.2010
- To lead, plan and manage the Team's sales / service in achieving business objectives in accordance to management directives while aiming for optimal efficiency.
- To guide/supervise the Team in aiming to achieve given targets, addressing sales and services gaps and up-skilling the team through essential training programs.
- Working closely with Regional Head to maintain an environment which promote success, teamwork and professional growth.
- To ensure that all staff have the correct aptitude and attitude in wanting to provide the best level of sales/services to customers.
- Ensure all sales activities are compliance with Group's standard and regulatory requirements which includes AMLA, KYC, Credit Risk Management and Financial Act.
Personal Financial Consultant
OCBC Bank (M) Berhad
10.2004 - 09.2006
- To provide financial advisory, promote and cross sell comprehensive range of financial products and services. More focus on investment and Banc assurance advisory.
- To provide "one-stop" banking solutions to our customers.
- To proactively manage and build long term customer relationship.
- To Provide good after-sales and conduct sales visits to potential customers within vicinity.
- Ensure adherence to a relevant policies, regulatory risk and compliance matters.
Mortgage Specialist
Hong Leong Bank Berhad
10.2001 - 09.2004
- Develop and maintain strong relationship with property developers, real estate agents, lawyers and valuers.
- Aggressively source and book new loans for bank.
- Responsible to meet monthly targets and minimum standard of performance.
- Actively promote Mortgage products.
- Cross selling other banking products and get more referral to other relevant departments.
Consultant Financial Service
Hong Leong Finance
04.2001 - 10.2001
- Meet sales target by securing new quality loans in line with Management decision on portfolio mix of products and customers.
- Ensure documents for loan application received from dealer/ customer are in accordance to guideline requirement.
- Perform credit recommendation or write up to loan application.
- Constantly update dealers on status of cases submitted on status of cases submitted on daily basis.
- Develop and manage relationship with car dealers.
- Adhere to department SOP in complying with audit, compliance and regulatory guidelines.
Education
Bachelor of Economics (major in Banking) - Economic (Banking)
Universiti Utara Malaysia
Sintok, Kedah, Malaysia 04.2024 - 04.2024
Skills
Strong sales marketing skill
undefinedTimeline
Bachelor of Economics (major in Banking) - Economic (Banking)
Universiti Utara Malaysia
04.2024 - 04.2024
Regional Branch Distribution Head
Hong Leong Bank Berhad
07.2022 - Current
Senior Branch Manager
Hong Leong Bank Berhad
04.2012 - 06.2022
Branch Manager
Hong Leong Bank Berhad
09.2010 - 03.2012
Branch Manager
Hong Leong Bank Berhad
10.2006 - 08.2010
Personal Financial Consultant
OCBC Bank (M) Berhad
10.2004 - 09.2006
Mortgage Specialist
Hong Leong Bank Berhad
10.2001 - 09.2004
Consultant Financial Service
Hong Leong Finance
04.2001 - 10.2001
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