JOSHALINI THERESA D/O ARIWALAGAN

• Assisted with the largest migration in the world between Credit Suisse & UBS

• Populate the information into Target Systems based on source documents within time limits (Mortgage Limits, Collaterals, Drawdown, Insurance Consolidation, Approved margins)

• Retrieve, compile, verify accuracy and sort information according to priorities to prepare source data

• Review data for deficiencies or errors, correct any incompatibilities and check/reconcile output

• Data Security: Employ strong encryption and security measures to protect client data from unauthorized access or breaches.

• Ensure seamless integration of client static data across different banking systems to avoid data discrepancies.

• Apply the relevant procedures and follow training instructions

• Coached Junior team members, fostering professional growth and improving overall team performance

• Perform data analysis and generate reports

• Respond to queries for information and access relevant files

• Comply with sensitive client data confidentially and security policies

• Checker role in approving Credit Card Personal Loans for different products

• Process customers’ requests in the Card Services Financial Payment function.

• E.g. Funds Transfer, Smart pay, Cash plus installment loan, Cardholder Payment, Loans Cancellation, Installment Payment Plans, Tax Invoice, Credit/Debit Notes, Rewards Redemption, RPA tracking, reports consolidation

• Scanning and archiving all documents for safe-keeping and audit purposes

• Complete all requests with accuracy and within the agreed Service Level Agreement

• Manage and resolve customers’ and business units' feedback/complaints and queries promptly

• Ensure seamless integration of client static data across different banking systems to avoid data discrepancies.

• Utilize standardized data entry formats and fields to minimize errors and inconsistencies.

• Data quality monitoring: Implement regular data quality checks to identify and address issues like duplicates, missing information, or invalid data.

• Identify opportunities to improve productivity, risk controls, efficiency and service quality in the team

• Support in digitization effort driven by the management and ad-hoc/admin tasks assigned

• Process returns funds for customers

• Coached Junior team members, fostering professional growth and improving overall team performance

• Comply with established operational control and audit procedures

• Intensive Data Entry
• Work closely with upper management and the sales department to develop pricing strategies for imported goods
• Monitoring the market for price fluctuations, follow the established pricing policies, and making sure that system is in line with pricing strategies
• Cross-check of special rates in the system for global customers
• Analyze large volumes of data

• Management of Covid related issues
• Tracking of vaccination & Booster status
• Compilations of Reports
• Liaising with other units/departments
• Answering any queries related to the management of Covid
• Assisting with pay allowances for officers
• Any other administrative duties as assigned by supervisors

• Follow up on customers’ request that are processed by backroom fulfillment unit

• Processing of trade transactions promptly and vigilantly

• Processing outstanding Payments (Retirement), rollovers, reinstatement for Company loans manually as a maker

• Generating & Tracking Vessel reports using Lloyds List Intelligence & price check

• Utilize standardized data entry formats and fields to minimize errors and inconsistencies.

• Ensures that all related systems/dashboards/databases are properly updated in an accurate and timely manner

• Implement regular data quality checks to identify and address issues like duplicates, missing information, or invalid data.

• Comply with established operational control and audit procedures

• Updated BWC undelivered mail matters

• Establish a clear procedure for updating client static data when changes occur, such as address updates or contact information changes ( KYC & FATCA maker )

• Any other administrative duties as assigned by supervisors

• Deployed to banking hall to guide customers to ensure smooth running of day-to-day branch activities and functions
• IT savvy, help customers with online banking and migrating them to use the Automated Teller Machine (ATM)
• Handle customers face to face and be on the feet most of the time
• Answer banking related enquiries
• Handle customers’ queries professionally and efficiently with the ability to retain huge amount of product and service knowledge
• Ensure high standard of customer service in line with the quality and standards set by the Bank
• Attend and resolve customers’ complaints in a timely manner
• Ensure compliance with the policies and procedure set by the Bank and statutory requirements and guidelines
• Ensure and observe operational procedures to avoid operational loss

• Ensure the smooth handling of passengers at any designated area including check- in, lounge, boarding gate, transfer desks, arrival and special handling
• Process passengers according to Standard Operating Procedures (SOP) with regards to travel, immigration, and safety regulations
• Assist in control room duties

• Assisted in planning, supervising the program for the children aligned with policies, guidelines of the school
• Assisted with planning and sharing of ideas and providing feedback
• Maintain records of children’s developments with co-colleagues and parents
• To provide basic first aid when necessary
• Prepare teaching materials/resources, art & craft materials, arrangement, decorations for environment of the classroom
• Plan and organize classroom and outdoor activities
• Used positive discipline techniques with children
• Conducted catch up sessions with children and parents to maintain and build relationships