Summary
Overview
Work History
Education
Skills
Timeline
Generic

WAN OI WAI

Preffered Customer Service Officer
Petaling Jaya, Selangor,10

Summary

With years of hands-on experience in banking operations, collection, and customer service, I have developed a strong understanding and importance of regulatory compliance, account due diligence, and risk mitigation, I am eager to bring my attention to detail, analytical skills, and knowledge of banking regulations to your team.

Overview

18
18
years of professional experience
3
3
Languages

Work History

Preferred Customer Service Officer

Cimb Bank Berhad
11.2016 - Current
  • Handled daily branch operations including account opening, maintenance, and service requests while ensuring adherence to regulatory standards.
  • Assisted customers with Fixed Deposits, Term Investments, Savings/Current Accounts opening, ensuring compliance with bank policies.
  • Conducted AMLA searches and verifications to prevent fraud and maintain regulatory compliance.
  • Assisted in ATM and CDM cash replenishment
  • Cross selling and promotion by recommending suitable banking product to customers to achieve referral target
  • Capable to assume and processing transactions during the absent of teller.
  • Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
  • Compliance and record-keeping includes : ensure adherence to Bank regulatory and policies and maintain log of customer complaints

Bank Collection Officer

UOB Bank
05.2015 - 10.2016
  • Debt recovery and collection activities includes:

-contacted customers with overdue payment to negotiate repayment plan

-follow up on delinquent accounts and escalate cases when necessary

  • Documented all daily collections and delinquent account activities by uploading information to company's database.
  • Utilized strong communication skills to handle difficult conversations with customers, maintaining professionalism and empathy.


Teller and Customer Service Officer

Standard Chartered Bank
06.2007 - 03.2011
  • Teller

-Cash handling ans transaction

-Greet customers ans assist with routine banking inquiries

-Administrative task includes: maintaining records of daily transcations


  • Customer Service Officer

-Customer assistance and query resolution includes : handled walk-in, phone and digital customers inquiries, explained banking product, fees, and policies

-Account management includes : Open and close saving, current and deposit accounts, handled debit and credit cards issuance and blocking

-Handled compliant and escalation


Education

Bachelor of Arts - Finance And Business Administration

Infrastucture University Kuala Lumpur (IUKL)
Selangor
04.2001 -

Skills

Communication and negotiation

Timeline

Preferred Customer Service Officer

Cimb Bank Berhad
11.2016 - Current

Bank Collection Officer

UOB Bank
05.2015 - 10.2016

Teller and Customer Service Officer

Standard Chartered Bank
06.2007 - 03.2011

Bachelor of Arts - Finance And Business Administration

Infrastucture University Kuala Lumpur (IUKL)
04.2001 -
WAN OI WAI Preffered Customer Service Officer