Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Jerzel Chai Yin Ying

Jerzel Chai Yin Ying

Summary

With a distinguished career at UOB and OCBC Bank, I've excelled in leadership and strategic planning, driving growth and compliance across branches. Recognized for outstanding customer service and performance management, my tenure is marked by numerous top performance awards and successful business development initiatives, leveraging data-driven insights for decision-making.

Overview

23
23
years of professional experience

Work History

Deputy Area Manager

UOB Bank
07.2024 - Current

Ensuring a cluster of branches operate smoothly and effectively, while also driving growth and maintaining high standards of service and compliance.


Boosted employee satisfaction by creating a positive work environment that encouraged teamwork, collaboration, and professional growth opportunities.

Branch Manager

UOB Bank
08.2009 - Current

I am in charge of the business acquisition of one to two branches assigned to me, ensuring regulatory compliance and up-keeping the excellent service level of operations and customer service.

To achieve this, I work with various business partners to execute business strategy and ensure policy, regulatory and audit/compliance requirements are met.


Received multiple top performing awards:
• UOB Service Star Champion 2012
• ABS Service Excellence Champion 2012
• Top Branch 2013, 2015, 2016, 2018, 2021 and 2022
• Top Referrals Branch in Mortgage since 2013 to 2017
• Service Innovation Champion 2014
• Business Banking Top Branch Manager 2015, 2017, 2022
• First Runner Up Top BM 2015
• UOB Honour Award, Division Mortgage Productivity Award 2017
• UOB Honour Award, Division Regional Cross Border Collaboration Award 2018
• UOB North Star Award from 2021 to 2023

Head of Money Changing Counters

UOB Bank
10.2019 - 09.2024

I’m responsible for the profitability, regulatory compliance, process improvement and transformation of the sales and service culture of 19 Money Changing Counters.

To achieve this, I source for and work with various internal and external business partners to implement business strategies and ensure policy, regulatory and audit/compliance requirements are met.



Sales Director for Money Changing Counters

UOB Bank
01.2018 - 10.2019

I am in charge of the business acquisition and sales management of 19 Money Changing Counters assigned to me, ensuring regulatory compliance and up-keeping the excellent service level of operations and customer service.

To achieve this, I work with various business partners to execute business strategies and ensure policy, regulatory and audit/compliance requirements are met.

Branch Manager and Premier Banking Centre Manager

OCBC Bank
05.2004 - 08.2019

I oversee both branch and premier banking centre. Responsible for the wealth and mortgage sales, operations, regulatory compliance and excellence customer service standard. To ensure branch and premier banking centre met service excellence, operational efficiency and sales effectiveness.

Received multiple top performing awards:
Top 3 branches for 2004, 2006 and 2007
Branch Consistency in Service Award 2004
Service Excellence Role Model 2005
Branch Service Award 2006 to 2008
Chairperson for 2007 Achievers' Conference
First Runner Up for WISE Suggestion Buddy Award 2008

Branch Relationship Manager

OCBC Bank
10.2003 - 05.2004

Part of the pioneer group of Branch Relationship Managers.

To help to grow the bank's wealth management portfolio and mortgage loan portfolio of the mass affluent clients. The responsibilities include providing financial advisory services and delivering consistent excellent after-sales service to all clients.


Personal Financial Consultant

OCBC Bank
09.2001 - 10.2003

Responsible for growing the wealth management portfolio and mortgage loan portfolio of customers. To provide financial advisory services and render after-sales service to customers.

Achievement:
Customer Service Excellence Award 2002

Education

Bachelor of Science - Management

University Of London (SIM)
Singapore
07.2001

Skills

  • Leadership Skills
  • Staff Development
  • Performance Management
  • Customer Service
  • Branch Compliance and Risk Management
  • Business Development
  • Strategic Planning
  • Utilize Data-driven Insights
  • Collaboration and Partnership
  • Project Management

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)

Timeline

Deputy Area Manager

UOB Bank
07.2024 - Current

Head of Money Changing Counters

UOB Bank
10.2019 - 09.2024

Sales Director for Money Changing Counters

UOB Bank
01.2018 - 10.2019

Branch Manager

UOB Bank
08.2009 - Current

Branch Manager and Premier Banking Centre Manager

OCBC Bank
05.2004 - 08.2019

Branch Relationship Manager

OCBC Bank
10.2003 - 05.2004

Personal Financial Consultant

OCBC Bank
09.2001 - 10.2003

Bachelor of Science - Management

University Of London (SIM)
Jerzel Chai Yin Ying