Ka Yan (Kathleen) CHAN
Summary
To further a successful retail banking career in Australia
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
11
11
years of professional experience
Work History
AVP, Sales Manager, Real Estate Sector
Citibank (Hong Kong) Limited
06.2022 - 03.2024
- Manage projects efficiently, ensuring timely delivery and high-quality results.
- Streamline communication channels between departments, facilitating better collaboration on projects across the organization.
- Develop and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintain compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Enhance team productivity by providing training and mentorship to staff members.
- Assist in recruiting, hiring and training of team members.
Mortgage Specialist, Real Estate Sector
Citibank (Hong Kong) Limited
11.2016 - 05.2022
- Provide privileged mortgage solutions and services to customers. Identify customers other banking needs such as protection, financial and follow through mortgage application journey
- Communicate closely and timely with customers on mortgage approval result and counter offer to secure the mortgage drawdown and raise Bank's mortgage penetration
- Liaise with internal and external department to ensure mortgage documents are in compliance with the Bank's policies, guidelines and regulatory requirements as well as service standards
- Ensure proper execution of mortgage documents and fulfillment of loan conditions before drawdown
- Establish effective working relationships with different teams within the Branch and build a positive team culture, through ensuring quality business referrals and referral skills among team members
- Achieve assigned mortgage business target and explore new agency broker network
Personal Banking Manager
Industrial and Commercial Bank of China (Asia) Limited
05.2015 - 11.2016
- Develop and manage a portfolio of personal banking customers and corporate customers
- Provide investment advice and deliver premium service to customers and execute their orders
- Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
- Manage the credit quality and monitor the exposure of customers' loan portfolios
- Work with internal departments to solicit business referrals
- Prepare credit proposals and monitor account activities and performance
- Conduct regular and effective CDD and credit reviews and visit customers' operational facilities to take proactive control measures to ensure due diligence and credit quality
Assistant Personal Banking Manager
Bank of China (Hong Kong) Limited
07.2013 - 05.2015
- Rotate to different job positions to build up the knowledge about functions of different departments in Retail Banking
- Deliver high quality of service to customers
- Understand customers' needs and provided suitable solutions
- Comply with all applicable money laundering prevention procedures , report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
Accounting and Administration Assistant
H.K.S.K.H Kindly Light Church Neighbourhood Elderly Centre
04.2013 - 06.2013
- Maintain and update staff records, filing system and renewal of insurance
- Responsible for general administrative duties and office support including procurement and maintenance of office equipment/ facilities, replenishment of office supplies, licenses renewal & etc.
- Coordinate with vendors to ensure good management on IT infrastructure and email system.
- Monitoring on office cleaning and tidy up schedule to ensure a comfort and safety work place for all staff.
- Undertake any ad hoc / special assignments assigned
- Prepare monthly Income-Expense reports and financial budgets
Education
Bachelor of Business Administration - Information Systems and Finance
The Hong Kong University of Science And Technology (HKUST)
01-2012
Skills
- Staff management
- Customer service
- Relationship building
- Sales team training
- Goals and performance
- Operations management
Accomplishments
- Collaborated with different teams in the development of Digital Mortgage Platform.
- Promoted to Sales Manager after 6 successful years in the sales department.
- Award Winner of Regional Champion's Council (2021)
- Elite Winner of Champions' Forum (2019 - 2020)
- Best RES of the Year (2018)
Professional Awards
- Citibank Regional Chairman's Council, 2021
- Citibank Elite Award, 2019
- Citibank Champion Award, 2018
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Timeline
AVP, Sales Manager, Real Estate Sector
Citibank (Hong Kong) Limited
06.2022 - 03.2024
Mortgage Specialist, Real Estate Sector
Citibank (Hong Kong) Limited
11.2016 - 05.2022
Personal Banking Manager
Industrial and Commercial Bank of China (Asia) Limited
05.2015 - 11.2016
Assistant Personal Banking Manager
Bank of China (Hong Kong) Limited
07.2013 - 05.2015
Accounting and Administration Assistant
H.K.S.K.H Kindly Light Church Neighbourhood Elderly Centre
04.2013 - 06.2013
Bachelor of Business Administration - Information Systems and Finance
The Hong Kong University of Science And Technology (HKUST)
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