Kevin Cheo
Deputy Cluster Manager
Summary
Experienced and qualified with multiple teams leadership and years of frontline sale experience in driving operational efficiency and achieving business goals. Strong focus on strategic resource planning, fostering team collaboration and driving result.
Leading by example and serving every individual, i prioritize the growth and well-being of my team, ensuring that every team member feels valued and supported.
Overview
28
28
years of professional experience
Work History
Deputy Cluster Manager
OCBC Bank
05.2021 - Current
- Overseeing the performance, operations and service standard of 6 teams in personal banking segment
- Support 4 premier banking teams
- Driving for high performance and ensuring regulatory compliance while ensuring good customer experience
- Coach, mentor and develop Premier Centre Managers and Branch Managers and their teams, conducting regular reviews and facilitating career progression
Premier Centre Manager
OCBC Bank
06.2011 - 05.2021
- Leading a team of Premier Relationship Managers and supporting staff to achieve key performance indicators
- Maximized performance by monitoring daily activities and mentoring team members.
- Ensure customer's satisfaction through good customer service, quality financial advice and product recommendation
Branch Manager
OCBC Bank
06.2007 - 06.2011
- Oversee daily operations of a branch, in both sales and service components
- Leading a sales team in ensuring excellent customer service and meeting sales goals
- Mentoring and coaching new joiners in delivering result and career development
Relationship Manager
UOB
01.2006 - 06.2007
- Responsible for building and managing relationship with clients
- Offering financial advice and products in helping clients achieve their financial objectives and goals
- Ensure all transactions and financial activities comply with regulatory guidelines
Personal Wealth Manager
HSBC Bank
11.2004 - 12.2005
- Deliver good customer service and customer satisfaction to walk-in customers and appointments secured through tele-consulting
- Cross-sell banking services and financial products to customers
- Comply with regulatory requirements for products and services provided to customers
Associate Planner
First Principal Financial Planning Pte Ltd
10.1997 - 11.2004
- Providing financial planning for clients in helping them to address their financial concerns and objectives
- Offering unbiased and tailored financial solutions in areas of insurance, retirement, investment, children education planning
- Educate and assist clients in related financial matters such as will writing and tax planning
Education
BBA - Banking And Finance
Singapore Institute of Management
Singapore 04.2001 -
Chartered Financial Consultant - Financial Planning
Singapore College of Insurance
Singapore 04.2001 -
Timeline
Deputy Cluster Manager
OCBC Bank
05.2021 - Current
Premier Centre Manager
OCBC Bank
06.2011 - 05.2021
Branch Manager
OCBC Bank
06.2007 - 06.2011
Relationship Manager
UOB
01.2006 - 06.2007
Personal Wealth Manager
HSBC Bank
11.2004 - 12.2005
BBA - Banking And Finance
Singapore Institute of Management
04.2001 -
Chartered Financial Consultant - Financial Planning
Singapore College of Insurance
04.2001 -
Associate Planner
First Principal Financial Planning Pte Ltd
10.1997 - 11.2004
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