JIA QUAN TAN
PERSONAL BANKER
Singapore,CHOA CHU KANG AVE 5
Summary
Highly motivated Personal Banker with extensive customer service and sales experience. Recognized consistently for performance and contributions to success in banking industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
3
3
Languages
3
3
Certifications
3
3
years of post-secondary education
3
3
years of professional experience
Work History
PERSONAL WEALTH EXECUTIVE
UNITED OVERSEAS BANK LIMITED
SINGAPORE
03.2019 - Current
- Developed interpersonal skills and communication skills. Worked with mass-market customer to understand needs and provide excellent service.
- Maintained energy and enthusiasm in fast-paced environment.
- Produce sales by offering range of consumer banking products. Lead generation as well as pipeline management.
- Holding Gold Elite Honour's award in UOB's historical record breaking quarter with 2.5 million dollar of revenues generated.
- Achieved Gold in "The Achievers' Club" in Q3 2020 & Platinum Elite in Q2 2021 and generating 500,000 of sales in a year.
- Achieve the Top Personal Banking Associate in Q3 2020 and leading the team of 10 banker to receive award for one of the Top Revenue Producer.
Internship Project Management Trainee
Science of Life Studies 24/7
KUALA LUMPUR, MALAYSIA
01.2017 - 12.2017
- Conducted research, gathered information from multiple sources and presented results.
- Used coordination and planning skills to achieve results according to schedule.
- Used Microsoft Word and other software tools to create documents and other communications.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Education
Bachelor's Degree in Finance/Accountancy/Banking - Accounting And Finance
HELP UNIVERSITY
KUALA LUMPUR 01.2016 - 12.2018
Skills
Interpersonal and client communications
Certification
Cambridge English Entry Level Certificate in ESOL International (Business Preliminary)
Timeline
The Achieves' Club- Platinum Elite
04-2021
Top Personal Banker Associate
08-2020
PERSONAL WEALTH EXECUTIVE
UNITED OVERSEAS BANK LIMITED
03.2019 - Current
Cambridge English Entry Level Certificate in ESOL International (Business Preliminary)
01-2018
Internship Project Management Trainee
Science of Life Studies 24/7
01.2017 - 12.2017
Bachelor's Degree in Finance/Accountancy/Banking - Accounting And Finance
HELP UNIVERSITY
01.2016 - 12.2018
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