Lisa Hoeng
Singapore
Summary
A passionate, energetic and adaptable individual. Over than 10years experienced working in the banking industry, Have developed an excellent communication skills, interpersonal and leadership skills. A self-motivated, willing to learn new things, and have a ability to do multi-tasking and work under intense pressure.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Premier Banking Relationship Manager
OCBC Bank
10.2022 - Current
- Acquiring New to Premier customer through leads from existing customers or new to bank customers
- Increasing AUM, build, develop and strengthen good relationship with new and existing customers
- Ensure superior customer service and contribute to overall customer experience by doing servicing, handle all enquiries, request, and complaints from customer
- Up-sell, cross-sell and provide regular market information updates and trend analysis to customers
- Ensure service and sales implementation to customers and comply with company standard in improving quality of customer satisfaction
Head of Channel & Segmentation Management Unit
Bank of China Jakarta Branch
05.2018 - 09.2022
- Maintain good relationship with Chinese and Local Corporate and Personal account customers
- Maintain good relationship with business partners such as travel agency, education agency, advertising company, and vendors
- Act as team leader in coordinating sales team to achieve target, frequently conduct regular review for sales team performance
- Provide monthly report, planning monthly and annual sales strategy
- Conduct any offline and online marketing campaign activity or event with partnership, design incentive scheme to boost sales productivity
- Review monthly content design of social media account and advertising, responsible for merchandise idea and stock to increase brand awareness
- Review documents, agreements and internal memo
- Provide guidance, coaching and support for junior teammates, ensure that all customer complaints are resolved properly and ensure that settlement is done in timely manner while meeting customers’ needs and also taking into internal policy and regulations
Digital Marketing Specialist
Hong Jaya Homestay
03.2017 - 05.2018
- Boosted brand awareness by establishing strong social media presence.
- Created and deployed social media content
- Tracked and reported on marketing campaign performance monthly
- Collaborated effectively with third party partnership to boost occupancy and sales
- Created customized marketing materials to increase brand awareness.
Premier Wealth Sales Assistant
Maybank Indonesia
12.2010 - 03.2017
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Built and maintained relationships with new and existing clients
- Provide daily report
- Monitor customer's monthly fixed deposit maturity and rate
- Review agreement with vendors for customer's entertainment needs
Customer Service Officer
BCA
07.2007 - 12.2010
- Maintain good relationship with new and existing customer
- Introduce and offer accurate information about bank services and products to customer.
- Responsible to operate any administrative or operation duty such as open, update and close account
- Do cross sell for car/home loan, insurance, credit card, corporate/sme loan
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Initiated investigations into complex or sensitive complaints, identifying solutions swiftly and to customer satisfaction.
- Developed working relationships with internal and external customers while assisting with account management duties.
Education
Bachelor's Degree - Business Management
United Business Institutes
Bachelor's Degree - Economics
STIE Graha Kirana
2009
BBA -
Professional Management College Indonesia
2008
Skills
- Sales and Marketing
- Coordinate Events
- Public Speaking
- Brand Management
- Team Leadership
- Customer Service
- Coaching and Mentoring
- Communication
- Administrative Support
- Digital Marketing
Additional Information
- 7
Certification
CMFAS certification (M1B, M5, M6A, M8A, M9, M9A & HI)
Languages
Indonesian
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Chinese (Mandarin)
Advanced (C1)
Timeline
Premier Banking Relationship Manager
OCBC Bank
10.2022 - Current
Head of Channel & Segmentation Management Unit
Bank of China Jakarta Branch
05.2018 - 09.2022
Digital Marketing Specialist
Hong Jaya Homestay
03.2017 - 05.2018
Premier Wealth Sales Assistant
Maybank Indonesia
12.2010 - 03.2017
Customer Service Officer
BCA
07.2007 - 12.2010
Bachelor's Degree - Business Management
United Business Institutes
Bachelor's Degree - Economics
STIE Graha Kirana
BBA -
Professional Management College Indonesia
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