SHEK NOK YI SHARON

• Establish and preserve solid relationships with clients.
• Identified customer needs, developed customized solutions, and provided knowledgeable advice.

• Facilitated account openings, credit card applications, and mortgage processing efficiently.
• Referred investment and insurance inquiries to relationship managers.

Established processes and systems for tracking contract activity within organization.

• Reviewed and evaluated contract requests to ensure compliance with company policies.

• Delivered quality customer service through effective counter transactions.
• Answered customer inquiries regarding bank products and services.
• Cross-sold bank products by answering inquiries, informing customers of new services, and promotions.