Relationship Associate - Lead
Citibank N.A. Hong Kong – Commercial Bank
05.2021 - Current
Tommy Wong
Relationship Associate - Commercial Bank
Hong Kong,SAR
Summary
Innovative the team focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Driven the team focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 7 years' experience in Banking Industry. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Skills
Banking Operations and Financial Product Knowledge
Compliance and Risk Management
Customer Education and Consulting
Customer Relationship Management
Excellent Communication
Process Improvement and Team Collaboration
Referral Screening
Sales and Marketing
Timeline
Sales Support Officer
Chandler MacLeod Group (HK) Limited – Assigned to Citibank N.A. Hong Kong – Commercial Bank
03.2019 - 05.2021
Business Specialist
Chandler MacLeod Group (HK) Limited – Assigned to Citibank N.A. Hong Kong – Commercial Bank
03.2017 - 03.2019
Customer Relationship Officer
OCBC Wing Hang Bank
07.2016 - 03.2017
Customer Service Ambassador
Standard Chartered Bank
10.2015 - 05.2016
Bachelor of Science - International Business And Management
Aston University
2012 - 2015
Work History
Relationship Associate - Lead
Citibank N.A. Hong Kong – Commercial Bank
05.2021 - Current
- Assisted in onboarding process for new clients, streamlining communication and documentation procedures.
- Contributed to sales initiatives by identifying cross-selling opportunities within existing client accounts, expanding revenue streams for organization.
- Maintained detailed client records with accuracy, ensuring timely access to essential information for decision-making purposes.
- Supported special projects as needed under guidance of senior Relationship Managers, gaining valuable exposure to high-level strategies.
Sales Support Officer
Chandler MacLeod Group (HK) Limited – Assigned to Citibank N.A. Hong Kong – Commercial Bank
03.2019 - 05.2021
- Conducted thorough assessments of documentation requirements for client onboarding and renewal, including meticulous handling and filing of account opening documents, in close collaboration with Business Support Unit.
- Implemented strategies to amplify lead generation efforts, maintaining meticulously organized database of prospective clients to empower sales team in their pursuit.
- Provided comprehensive support to sales team in exceeding targets, actively contributing to administrative tasks and maintaining proactive communication with clients to drive success.
- Provided ongoing support throughout loan application process, ensuring timely approvals and proper documentation completion by clients.
Business Specialist
Chandler MacLeod Group (HK) Limited – Assigned to Citibank N.A. Hong Kong – Commercial Bank
03.2017 - 03.2019
- Championed diversity and inclusion initiatives within the workplace, creating a more welcoming environment for employees from all backgrounds to thrive.
- Liaised with internal Compliance on the application of policy and obtained client information and documentation.
- Proactively addressed escalated customer issues with timely resolutions that also identified root causes for preventative action in the future.
- Worked with the Business Support Unit to assess documentation requirements pertaining to client onboarding & renewal, including account opening documents handling and filing.
Customer Relationship Officer
OCBC Wing Hang Bank
07.2016 - 03.2017
- Conducted thorough analysis of customer data, identifying trends that informed future company initiatives aimed at improving client retention rates.
- Increased customer loyalty through the development of personalized relationships with clients.
- Manage operational risk and observe the relevant policies/guidelines and compliance requirements.
- Solicit new businesses and maintain long-term relationships with customers.
Customer Service Ambassador
Standard Chartered Bank
10.2015 - 05.2016
- Handle daily transactions, cross-selling banking products.
- Mentored new hires during the onboarding process, sharing best practices, and helping them develop essential skills for success in their role.
- Promote the full range of retail products to customers.
Education
Bachelor of Science - International Business And Management
Aston University
Birmingham, United Kingdom 2012 - 2015