Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kikie Lee

Kikie Lee

Kuala Lumpur

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.

A proactive attitude towards learning, a strong sense of teamwork and a willingness to go the extra mile with overtime when needed.

Able to quickly adapt to different cultures and working environments and this demonstrate my flexibility and openness to new experiences which can contribute positively to tea dynamics and overall productivity.

Overview

5
5
years of professional experience

Work History

Mortgage Specialist

OCBC Bank
03.2022 - Current
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Developed strong communication and organizational skills through working on group projects.
  • Identified issues, analyzed information and provided solutions to problems.
  • Recommended complementary purchases to customers, increasing revenue.
  • Utilized upselling techniques to promote additional products and increase sales.
  • Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.

Product Sales Specialist

Standard Chartered Bank
06.2020 - 07.2021
  • Enhanced customer satisfaction through personalized product demonstrations and tailored recommendations.
  • Provided exceptional after-sales support, resolving issues swiftly and maintaining positive client relationships.
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Informed customers of promotions to increase sales productivity and volume.

Personal Banker

UOB Bank
01.2019 - 12.2019
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.

Education

Bachelor of Arts - Banking And Finance

University of Tunku Abdul Rahman
Kampar, Perak
12.2018

Licenses & Certifications

Skills

  • Interpersonal Communication
  • Good Telephone Etiquette
  • First Aid/CPR
  • Google Workspace
  • MS Office, Excel, PowerPoint, Outlook

Languages

English, Chinese (Mandarin)
Native language
English
Advanced
C1
Chinese (Mandarin)
Proficient
C2
Malay
Advanced
C1
Chinese (Cantonese)
Upper intermediate
B2

Timeline

Mortgage Specialist

OCBC Bank
03.2022 - Current

Product Sales Specialist

Standard Chartered Bank
06.2020 - 07.2021

Personal Banker

UOB Bank
01.2019 - 12.2019

Bachelor of Arts - Banking And Finance

University of Tunku Abdul Rahman

Licenses & Certifications

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Kikie Lee