SIEW FONG LEE
BANKER
Iskandar Puteri
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
21
21
years of professional experience
Work History
Relationship Manager (RM)
OCBC BANK (M) BERHAD
01.2014 - Current
- Responsible for managing a portfolio of existing Commercial Banking customers with optimization of revenue through sound credit evaluation, wallet sizing and account planning
- Strategic acquisition of new-to-bank customers under targeted business segments through understanding customers’ business and financing requirement and provide value-added banking solutions
- Collaborate with product specialists in enhancing utilisation of banking facilities such as trade and forex facilities, as well as cross selling other banking products such as cash management and insurance
- To solicit new business loans, deposit products and other banking products & services
- Ensure banking facilities offered to clients are structured in compliance with the Bank's credit lending policies
- Monitor and drive utilization of existing facilities under the portfolio to increase revenue
- Provide support to Business Center Manager/Regional Sales Manager in achieving region targets.
Businee Development Manager (BDM)
OCBC BANK (M) BERHAD
06.2008 - 03.2014
- Solicit and market loan and deposit products to sole-props, partnerships, Sdn Bhds/SME base
- Cross sell a range of Cash Management and insurance products to increase profitability of customer base (Top qualified performer for MRTA production in year 2011) Build networking and establish relationship with professionals and business associations to acquire new customer base
- Ensure at all time adherence to credit and business operational processes and compliant to regulatory and control requirements
- Ensure that loan submissions, account opening and other required documentation related works are of quality and defect free
- Provide consistent service, support and participate in all marketing activities undertaken in the Business Banking umbrella from time to time
- 2rd runner FYE 2009 for Southern Region Top 10 ranked in nationwide
Senior Executive
United Oversea Bank (M) Berhad
01.2006 - 01.2008
- Checking of export and import documents to ensure the information is correctly filled in the application form to avoid discrepancies in the Letter of Credit
- Preparing and checking of month end report on the utilization of trade volumers and profit of each customers
- Preparing of Bank Guarantee (Performance and Financial Guarantees) Work together with Account Relationship Manager on the trade utilization and application of commercial and corporate banking customers To actively encourage commercial and corporate banking customers to utilize trade Checking and preparing of Banker’s Acceptances documents submitted by customers.
Senior Executive
United Oversea Bank (M) Berhad
01.2004 - 01.2006
- To ensure compliance of documentation (legal documents, advise letter, supporting documents) prior to release for the credit facilities
- Monitoring and checking of system information is properly updated and ensuring the records is always up to date and accurate
- Monitoring of yearly new and renewal of fire and general insurance policy are property taken up and insured
- Preparing reports every month for tracking and monitoring purposes (Non-Performing Report, Total Releases for the Month) Ensure compliance of terms and conditions as per Loan Application To ensure releases of facilities are in order and timely
- Preparation of instructions to relevant department such as discharge for the properties and increase or decrease OD limits
- To confirm billing and claims is in order prior to the release
- Issuance of redemption statement Amendments of system information as per instructions by other departments such as Commercial Department, Housing Loan Department, Credit Processing Department and other six branches
Executive Secratary
Tebrau Teguh Berhad (TTB)
01.2003 - 01.2004
- To maintain the Executive Vice Chairman’s appointments efficiently To supervise the distribution of correspondence promptly and to the correct department
- To make travel and accommodation arrangements for the Executive Vice Chairman To prepare and produce documents – letters/memo/fax
- To assist in keeping all company documents and record in place in accordance with procedure and proper system in line with company operating standard
- To assist Marketing Department on weekend duty whenever required.
Education
Bachelor's Degree - Finance, Business Administration
University of Tun Abdul Razak (UNITAR)
Secondary School/SPM/O Level - -, Administration
SMJBP, Malaysia
Primary School/UPSR - -, General
SRJC (K) Chong Eng, Malaysia
Skills
Excellent Communication
Fluent in English, Chinese
Equity and Fixed Income Markets
Service Support
Text Resume Additional Info
A passionate, responsible, and good team player with ability to work under pressure is welcoming an opportunity for an interview to discuss my suitability for the job being offered.
Availability: Immediately after notice period of 3 months.
Job Preferences
RM14,000 (Negotiable), Yes, No, Yes
Personal Particulars
SIEW FONG, LEE, 44 years, 07/14/80, Malaysia, Female, Single, 800714-01-6190, Malaysia
References
- Carol Sim Meng Siew, Superior, Sale Manager, OCBC BANK (M) BERHAD, +6019 9487267
- Wong Lam Choon, Indirect Superior, Regional Sale Manager, OCBC BANK (M) BERHAD, +6012 7880766
Timeline
Relationship Manager (RM)
OCBC BANK (M) BERHAD
01.2014 - Current
Businee Development Manager (BDM)
OCBC BANK (M) BERHAD
06.2008 - 03.2014
Senior Executive
United Oversea Bank (M) Berhad
01.2006 - 01.2008
Senior Executive
United Oversea Bank (M) Berhad
01.2004 - 01.2006
Executive Secratary
Tebrau Teguh Berhad (TTB)
01.2003 - 01.2004
Bachelor's Degree - Finance, Business Administration
University of Tun Abdul Razak (UNITAR)
Secondary School/SPM/O Level - -, Administration
SMJBP, Malaysia
Primary School/UPSR - -, General
SRJC (K) Chong Eng, Malaysia