XINCHEN LI
Carlton,VIC
Summary
Goal-oriented Business Banking Manager offering 5 years of experience in field. Practiced negotiator and networker with positive mentality and strong critical thinking skills. Expert in corporate banking finances with training in Microsoft Word, Excel, PPT and MYOB.
Overview
4
4
years of professional experience
Work History
Corporate Banking Assistant Manager
Bank Of China
03.2020 - 03.2023
- Process corporate customers daily requests, including but not limited to completion of customer remittance request/online banking issues resolve/term-deposit requests handling/ audit confirmation generation/ respond and monitor customer high-risk transaction and SMRs reported/ Bank cheque and corporate cheque service provide etc.
- On-boarding corporate customer, analysis companies’ structure, Performs AML check and complete KYC collection, as well as on-going due diligence
- Skilled at working independently and collaboratively in a team environment.
- Enhanced client satisfaction by providing personalized banking solutions tailored to their financial needs.
- Streamlined loan approval processes for faster turnaround times and increased client satisfaction.
Personal Banking Teller,
Bank Of China
12.2018 - 03.2020
- Dealing with a range of individual customers on counter and delivery services on demands in timely manner. (Cash handing/personal financial transactions complete (cheques and remittances) / Personal customers on-boarding and KYC collection/support and respond to customers’ inquiries etc.)
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Streamlined teller operations by implementing improved cash handling procedures.
- Reduced wait times for customers through effective queue management strategies.
- Increased transaction accuracy with meticulous attention to detail and adherence to banking policies.
- Compliance works by following the government rules and relegations and head office’s instructions; Preventing fraudulent transactions and losses and ensuring customer account safety.
Education
Master of Teaching - Early Years Education
Monash University
Clayton, VIC05.2018
BBA - Accounting
Monash University
Caulfield, VIC09.2015
Skills
Languages
Cantonese (Native), English and Mandarin (Proficient)
Skills:
- Microsoft Word, Excel and PowerPoint
- Driving License
Certificate:
Tier 2
Timeline
Corporate Banking Assistant Manager
Bank Of China
03.2020 - 03.2023
Personal Banking Teller,
Bank Of China
12.2018 - 03.2020
Master of Teaching - Early Years Education
Monash University
BBA - Accounting
Monash University
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