Lee Teck Weng
Kuala Lumpur
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
14
14
years of professional experience
Work History
Relationsion Manager
CIMB Bank Berhad
02.2024 - Current
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
Sales Development Specialist
Alliance Bank (Malaysia) Bhd
04.2022 - 02.2024
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Achieved and exceeded monthly and annual sales targets.
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Collaborated with marketing and product teams to stay up-to-date with new product launches and promotional activities.
- Directed customer leads to connections department for further assistance.
- Built relationships with customers and community to promote long term business growth.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Developed, maintained and utilized diverse client base.
Sales Development Manager
Alliance Bank (Malaysia) Bhd
07.2020 - 03.2022
- Trained and mentored sales personnel to apply best practices and techniques.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
- Created customer loyalty programs to increase repeat business.
- Qualified leads by scheduling introductory discovery meetings and calls.
- Assessed customer needs and developed customized solutions to drive sales.
- Developed and implemented successful sales strategies to drive growth and exceed revenue targets.
- Developed and maintained relationships with key clients to increase sales and customer retention.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Implemented systems and procedures to increase sales.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Business Centre Manager
Alliance Bank (Malaysia) Bhd
12.2014 - 07.2020
- Processed customer applications and approved loans in accordance with bank policy.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Assisted customers with banking needs and inquiries.
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Trained new employees on proper protocols and customer service standards.
- Trained and guided team members to maintain high productivity and performance metrics.
- Assisted in recruiting, hiring and training of team members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Relationship Manager
Alliance Bank (Malaysia) Bhd
04.2011 - 11.2014
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Mortgage Specialist
CIMB Bank Bhd
03.2010 - 03.2011
- Remained updated with latest information related to mortgage products and services being offered.
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Attracted new mortgage loan applications by developing relationships within community.
- Explained different types of loans pertaining to client situations.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
Education
Bachelor of Arts - Banking & Finance
Charles Stuart University
Australia04.2002
Skills
- Product Knowledge
- Business Development
- Financial Analysis Aptitude
- MS Office Expertise
- Credit Assessments
Accomplishments
- Supervised team of 8 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Golf, Running, Football, Badminton, Hiking
An active and sporty person who is actively participating in sports and recreation activities
Languages
Chinese (Cantonese), Chinese (Mandarin), English, Malay
Native language
Timeline
Relationsion Manager
CIMB Bank Berhad
02.2024 - Current
Sales Development Specialist
Alliance Bank (Malaysia) Bhd
04.2022 - 02.2024
Sales Development Manager
Alliance Bank (Malaysia) Bhd
07.2020 - 03.2022
Business Centre Manager
Alliance Bank (Malaysia) Bhd
12.2014 - 07.2020
Relationship Manager
Alliance Bank (Malaysia) Bhd
04.2011 - 11.2014
Mortgage Specialist
CIMB Bank Bhd
03.2010 - 03.2011
Bachelor of Arts - Banking & Finance
Charles Stuart University
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