Joyce Tan
Condell Park,NSW
Summary
Dynamic professional with a proven track record at BOC LTD, enhancing customer satisfaction through expert problem-solving and efficient complaint resolution. Skilled in analytical thinking and proficient in CRM and Salesforce, I drive project success and sales along with fostering strong relationships, optimizing service delivery and resource allocation for superior client experiences.
Overview
31
31
years of professional experience
Work History
Food & Leisure Specialist
BOC LTD
01.2014 - 03.2025
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Conducted in-depth market research for identifying new business opportunities.
- Improved team collaboration by initiating regular strategy meetings.
- Enhanced customer satisfaction with timely and accurate issue resolution.
- Streamlined project delivery processes, reducing completion times significantly.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Margin Lending Officer
Commonwealth Securities
03.2009 - 12.2013
- Maintained a high level of industry knowledge, staying current on market trends and regulatory changes affecting lending practices.
- Developed strong relationships with borrowers, providing exceptional customer service and fostering trust throughout the lending process.
- Assisted in training new Lending Officers, sharing best practices and helping to improve overall team performance.
- Guided borrowers through complex transactions with ease by clearly explaining all aspects of the lending process.
- Continuously monitored economic indicators to inform lending decisions, contributing to sound risk management practices.
- Achieved consistent growth in loan originations through proactive outreach and relationship building with prospective clients.
- Championed cross-functional collaboration among colleagues to effectively address client concerns while maintaining a professional tone.
- Conducted thorough financial analyses to identify potential risks and opportunities within clients'' portfolios, optimizing their lending experience.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Stock Trader
OCBC Securities
06.2000 - 10.2008
- Collaborated with team members to identify new trading strategies, resulting in higher profit margins.
- Actively monitored economic indicators, staying informed of global events that could impact financial markets.
- Increased overall portfolio returns by analyzing market trends and executing strategic trades.
- Maintained detailed records of all transactions, ensuring full compliance with regulatory requirements and company policies.
- Optimized risk management for clients through thorough due diligence and researching investment opportunities.
- Established a strong network within the industry, fostering relationships with other professionals that led to enhanced information sharing and collaboration opportunities.
- Evaluated complex financial instruments, determining potential risks and rewards for various investment scenarios.
- Improved trade execution speed by leveraging cutting-edge technology solutions, minimizing latency issues in fast-paced environments.
- Developed strong client relationships by providing exceptional customer service and timely communication on market updates.
- Demonstrated a high level of accuracy and attention to detail when placing orders, minimizing trade errors and potential losses.
- Provided guidance on asset allocation strategies to help clients achieve their long-term financial goals.
- Continuously refined trading strategies and tactics, adapting to ever-changing market conditions for optimal results.
- Mentored junior traders, sharing expertise and offering valuable insights into industry best practices.
- Effectively managed high-stress situations during periods of market volatility, maintaining composure and making sound decisions under pressure.
- Participated in ongoing professional development activities to stay current with evolving market conditions and regulatory changes.
- Assisted clients in diversifying their portfolios, mitigating risk exposure while maximizing return potential.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Customer Service Executive
Fraser Securities
09.1994 - 11.1999
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies.
- Boosted customer retention rates by providing exceptional service and building rapport with clients.
- Managed high volume of inbound calls while maintaining a professional demeanor and ensuring timely resolution of issues.
Education
Bachelor Of Finance - Banking And Finance
Monash University
Caulfield, VIC12.1993
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Proficient in Microsoft Office, CRM, Salesforce, SAP
- Quality assessment
- Supply management
- Resource allocation
Timeline
Food & Leisure Specialist
BOC LTD
01.2014 - 03.2025
Margin Lending Officer
Commonwealth Securities
03.2009 - 12.2013
Stock Trader
OCBC Securities
06.2000 - 10.2008
Customer Service Executive
Fraser Securities
09.1994 - 11.1999
Bachelor Of Finance - Banking And Finance
Monash University
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