Shu Ci Cheong (Andrea)
Banker
Petaling Jaya, Selangor
Summary
Honest financial professional skilled in financial forecasting to identify revenue and expenditure trends. Accustomed to utilizing data to draft complex reports to inform decision-makers and guide stakeholders to achieve business goals. Demonstrated success in customer relationship roles over 5 years of industry success.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
5
5
years of professional experience
18
18
years of post-secondary education
5
5
Languages
Work History
Personal Banker Mortgage
RHB Bank Berhad
01.2025 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Promoted financial products by maintaining excellent service offering knowledge.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Treasury Relationsjhip Manager
Cimb Bank Berhad
05.2023 - 01.2025
- Safeguarded company assets from potential fraud incidents by implementing stringent security measures across all aspects of treasury operations.
- Enhanced investment portfolio performance by conducting thorough analysis and making informed decisions on diverse investment options.
- Improved financial reporting by creating customized reports that provided actionable insights into cash positions, investment performance, and exposure levels.
- Developed strong relationships with banking partners for improved service levels and competitive pricing negotiations.
- Kept abreast of industry trends and market developments to ensure the organization''s treasury function remained competitive and effective.
- Managed foreign exchange exposures by developing a comprehensive hedging strategy to minimize currency risks.
Preferred Relationship Manager
Cimb Bank Berhad
02.2020 - 04.2023
- Assisted clients in setting realistic financial goals, developing detailed plans to achieve desired outcomes.
- Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives. Keeping up-to-date with the institution's products and services to offer suitable recommendations.
- Leveraged expertise in relationship management to retain valuable clients amidst competitive market pressures.
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management.
- Achievement in JRM top 1 Fee Based Income in the region on 2020.
- Achievement in getting Banca MDRT in 2022 top 13 nationwide.
Education
Bachelor of Arts - Accounting And Finance
Segi University
04.2001 - 09.2019
Skills
- Bank Relationship Management
- Foreign Exchange Management
- Analytical Thinking
- Adaptability
- Sales growth
- Relationship building
- Portfolio assessment
- Financial planning
- Sales strategy
Languages
5,C1,5,C1,6,C2,5,C1
Timeline
Personal Banker Mortgage
RHB Bank Berhad
01.2025 - Current
Treasury Relationsjhip Manager
Cimb Bank Berhad
05.2023 - 01.2025
Preferred Relationship Manager
Cimb Bank Berhad
02.2020 - 04.2023
Bachelor of Arts - Accounting And Finance
Segi University
04.2001 - 09.2019
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