Lok Ping Katherine Quan

• as a Team lead of Corporate Account Service team, oversee and manage a term to support Global Transaction Service team to promote the bank digital strategy, ensure a smooth the customer onboarding journey, including account opening, maintenance and closing.
• Provide end to end support for the internet banking to corporate banking customers and internal stakeholders.
• Optimized resource allocation by analyzing operational and business need, enhance the STP rate for processing.
• Increase the team's efficiency by streamlining processes on documentation acceptance and management, and implementing new tools for the team, i.e AI applications.
• Assist and actively participate UAT and adhoc projects on any regional and local system enhancement.
• Involve in KYC process during onboarding and regular screening.
• Assist to prepare management reporting, reconciliation and operations performance management.

Assis

• Assist the team lead to train the new team members, maintaining culture of collaboration.
• Support client onboarding on internet banking for corporate customers by implementing process improvements that led to shorten the processing time and increase accuracy during processing.
• Collaborate with cross-functional teams to drive successful completion of complex projects within deadlines.
• Analyze the customer data to drive the bank strategies in order to promote digital transformation.

• Handling enquiries from internal departments and corporate banking customers on the , effectively coordinate with different stakeholders and regional teams.
• Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
• Handle complaints and provide investigation, collaborate with internal stakeholders to work out the the detailed solution.

• Proceed call back confirmation and authentication on payment instruction, including FX rate booking with treasury department.
• Handling internal enquiries from relationship managers and other internal departments.
• Participate in regional project on
• Assist manager to prepare reports and representation and daily reconciliation.

• Provide teller services to corporate customers.
• Answer questions about payment status raised by the relationship managers.
• Assist manager to prepare monthly reports.