DAWN NG

- Handles incoming payments

- Reply email queries and tickets raised by the front office

- Cover line manager’s duties when required

- Attend audit yearly review

- Participate in UAT meetings and testing

- Attend meetings with clients on payment related topics

- Maintain good performance ratings validated by our customers

• Capacity planning & prepare monthly KPIs for the team
• Participated in meetings and brainstorming sessions, engaging with staff members to solve problems
• Provide coaching & training to team members
• Maintain/ Update KOP and yearly attestation
• Support change & implement new workflow
• Helped team members move upward with ongoing training, mentoring and development strategies.
• Improve STP rates on the daily payments services which includes Outgoing/Incoming payments & internal transfers
• Adhere to organizational governance and ensures compliance for the team
• Perform UAT when required

• Managed 3 teammates and process Fees & Payments for the Private Wealth Management clients
• Kept team operating efficiently, managing performance and correcting knowledge gaps.
• Empowered employees to handle tasks with little oversight.
• Managed team training and on-going mentoring, overseeing education for 3 teammates.
• Manually generate the half yearly Trailer fees for the front office to validate and post entry
• Input Money Market entry for the front office

• Handled daily fees related postings & internal reconciliation entries for the front office & back operation teams
• Process outgoing payments for the Private Wealth Management clients
• Verify client's signature, perform independent call-backs & 4-eyes check payment orders
• Worked closely with team manager to maintain optimum levels of communication to complete a project or UAT

• Handled customer's feedback, compliant & compliments received via email, letter & feedback forms
• Prepare quarterly staff excellent awards for all the front-line staff
• Collate monthly statistic on customer's feedback forms
• Handle cheque processing and Safe box services
• Support managers on projects and ad-hoc tasks

• Supported sales Executives with paperwork, data entry and scheduling needs.
• Managed deliveries, tracking and expediting orders to achieve optimal delivery schedules.
• Attend to customer's queries on products & pricing

• Process remittances applications
• Time deposit placement
• Execute foreign exchange
• Meet the currency cut-off time and ensure that all remittances are processed for the day

• Attended to customer's queries on banking services
• Managed cash deposits/ withdrawals and opening of accounts for individuals and companies
• Process cheque encodings, remittance, foreign currency exchange and process
• Process Housing loans applications.