Sabrina Li

(Merchant Refresh Project)

• Provided exceptional customer service, support and assistance to business banking clients regarding their terminal services and related inquiries through inbound and outbound calls, emails, and other communication channels.
• Acted as a trusted advisor to clients, providing expert guidance on banking products and services that suited their business requirements and objectives.
• Collaborated closely with Relationship Managers and Business Bankers to provide seamless and coordinated support to business banking clients, aligning with their specific needs and requirements.
• Conducted regular analysis and reporting on terminal performance, identifying trends patterns, and opportunities for improvement
• Escalated complex issues or complaints to appropriate departments and followed up to ensure satisfactory resolution.
• Contributed to the development and implementation of risk mitigation plans, fostering a proactive approach to minimize potential disruptions.
• Ensured compliance with bank policies, procedures and industry regulations during all client interactions.

• Managed day to day running of the centre; exercising flexibility and solid planing and organizational skills in filling documents, managing appointments, replying emails, updating records and answering phones inquiries.
• Exercised excellent judgment and initiative in arranging private functions as well as hosting daily game sessions.
• Communicated across venues to provide efficient, effective and accurate general administration support.
• Worked autonomously in the absence of direction and exemplified adaptability to change in performing ad hoc duties.

• Supported the finance team ensuring smooth and accurate financial operations.
• Managed customer accounts, verifying and updating account information, and addressing clients inquiries related to account balances and transactions.
• Provide a confidential and professional administrative and executive support to brokers in daily trading.
• Assisted in the development and implementation of financial policies, procedures, and risks controls to enhance operational efficiency and mitigate risks.
• Communicated regularly with managers and company's CEO for daily support and strategic planning.
• Stayed up to date with industry trends, market developments and regulatory changes in the industry to ensure compliance and inform decision-making.
• Developed and maintained relationships with customers and assisted in generating sales opportunities.

• Assisted the data analysis team in conducting data-driven research and analysis to support sustainable transportation initiatives.
• Cleaned, organized and validated large datasets, ensuring data integrity and accuracy for analysis and reporting
• conducted statistical analysis and modelling to generate insights and recommendations for transportation projects and policies
• Coordinated with team members and manager to identify and resolve data issues.
• Maintained or updated business intelligence tools, databases or dashboards.