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Jason Sim

Jason Sim

Senior Executive-Personal Banking Officer

Followers of Jason Sim149 followers
location of Jason SimSimpang Ampat, Penang, Malaysia

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  • Timeline

  • About me

    Senior Relationship Manager (Affin Bank Berhad)

  • Education

    • Universiti Tunku Abdul Rahman

      2006 - 2009
      Bachelor’s Degree Business Administration, Management and Operations

  • Experience

    • EON Bank Berhad

      Jan 2009 - May 2012
      Senior Executive-Personal Banking Officer

      Major in mortgage consumer loan.Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.Review and update credit and loan files.Submit applications to credit analysts for verification and recommendation.Compute payment schedules.Confer with underwriters to aid in resolving mortgage application problems.Market bank products to individuals and firms, promoting bank services that may meet customers' needs.Work with clients to identify their financial goals and to find ways of reaching those goals. Show less

    • United Overseas Bank Limited (UOB)

      May 2012 - Sept 2017
      Marketing Manager

      Meeting with and interviewing SME customers.Discussing their financial requirements and providing appropriate financial advice. Planning and problem solving. Financial Analysis

    • Alliance Bank Malaysia Berhad

      Sept 2017 - now
      Sales Team Lead

      Major in short term SME loan and SJPP. Able to inspired teamwork spirit and friendly environment for team. Sales strategies and planning. Provide team training to enhance their marketing skills and convincing power. Ensure team members achieved sales target / sales campaign from HO by sharing sales strategies.

  • Licenses & Certifications

    • Insurance Agent Certificate

      The Malaysia Insurance Institute

    • Outward Bound Malaysia

      Chartered member of outward bound international
      Apr 2016

    • Financial System and Principal of Credit- Certified Credit Professional

      IBBM

    • UOB LEADERSHIP ACADEMY

      Taylor's Education Group

    • Consumer Credit-Certified Credit Professional

      IBBM

  • Honors & Awards

    • Awarded to Jason Sim
      2019 Bancaassurance Sydney Trip Winner - Team Leader Category United Overseas Bank (Malaysia) Berhad Dec 2019
    • Awarded to Jason Sim
      2019 Nationwide Top Team Leader United Overseas Bank (Malaysia) Berhad Dec 2019
    • Awarded to Jason Sim
      2018 Bancassurance Hokkaido Trip Winner - Team Leader Category United Overseas Bank (Malaysia) Berhad Dec 2018
    • Awarded to Jason Sim
      2017 Bancassurance Fly to Eastern Europe Trip Winner - Team Leader Category United Overseas Bank (Malaysia) Berhad Dec 2017
    • Awarded to Jason Sim
      2017 Bancaassurance Osaka Trip Winner - Marketing Manager Category United Overseas Bank (Malaysia) Berhad Jun 2017
    • Awarded to Jason Sim
      2016 Bancaassurance Taiwan Trip Winner - Marketing Manager Category United Overseas Bank (Malaysia) Berhad Dec 2016
    • Awarded to Jason Sim
      Top Banca Performance Nationwide 2016 ( Marketing Manager Category) United Overseas Bank (Malaysia) Berhad Dec 2016
    • Awarded to Jason Sim
      2015 Bancaassurance Shanghai Trip Winner - Marketing Manager Category United Overseas Bank (Malaysia) Berhad Dec 2015
    • Awarded to Jason Sim
      Business Banking Banca Bonanza Campaign [1 Jul - 31 Dec 2015]-Top Marketing Manager United Overseas Bank (Malaysia) Berhad Dec 2015
    • Awarded to Jason Sim
      Mega Loan Booster Challenge [1 Aug - 31 Dec 2015]-Nationwide Top 4 United Overseas Bank (Malaysia) Berhad Dec 2015
    • Awarded to Jason Sim
      Top Sales Performance Nationwide 2014 ( Circle of Champions 2014) United Overseas Bank (Malaysia) Berhad Dec 2014
    • Awarded to Jason Sim
      Winner for FX Champagne 88 Competition 2014 United Overseas Bank