Stephy SOON

Experience

• 

  St Giles The Gardens Hotel KL

  Oct 2015 - Dec 2015

  Sales Coordinator

  Handling of Events (Corporate dinner, Wedding) & Meeting rooms.

• 

  OCBC Bank

  Dec 2015 - Oct 2017

  Premier Banking Relationship Manager

  Building excellent client relationship by managing client portfolios, providing financial advises and meanwhile maximizing long-term revenue opportunities for company and maintain good reputation

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  CIMB

  Nov 2017 - Dec 2018

  Commercial Banking Relationship Manager

  Commercial Banking Group Deposits Relationship Manager, handles high value customer whom having sales turnover of RM10mil & above. Porfolio managing for est.300 customers. Cross selling various banking products that suit and match customers’ needs. Hunter & Farmer.

• 

  Alliance Bank Malaysia Berhad

  Jul 2020 - Jan 2022

  As the bridge connection between both Consumer Banking and Business Banking. Maintain good relations with existing bank customers by cross selling suitable products/ services to them and also bringing in potential NTB to the bank. Aim to achieve deposits growth on individual and as well as corporate accounts, cross sell relevant banking solutions, client account management and also refer lending products to relevant counter parties such as Personal Loan, Mortgage, SME and etc. Strong interpersonal skills with independent work attitude. Able to work mobile shifting from HQ to Branches and to offsite. Work closely with all departments to ensure workflow and customers’ requests resolved effectively and efficiently. Show less Building strong relationships with existing and also new to bank business partners. Handle corporate customers such as Celcom, Astro, Cheng & Co, SQL Accounting and etc business partners. Actively bringing in new to bank partners and also managing existing business partners’ requests and also their active referrals to the bank. Actively visit business partners to discuss and resolve any business related activities and ideas. Provide relevant marketing / banking latest information to business partners. Joint webinars to share about banking solutions and information to public. Show less

  • A@Work Relationship Manager

    Mar 2019 - Jan 2022

  • Universal Banker

    Mar 2021 - Nov 2021

  • Acquisition Sales Manager

    Jul 2020 - Mar 2021
• 

  UOB

  Jan 2022 - Oct 2024

  Handling bigger portfolio from L size branch to XL branches. Leading dual strong wealth teams from KLM & JA branch, total 20 Personal Bankers & Relationship Managers.

  • Team Head, Personal Banking & Wealth Banking KL Main & Jalan Ampang

    Aug 2023 - Oct 2024

  • Team Head, Personal Banking & Wealth Banking Bangsar Sri Petaling

    Jan 2022 - Aug 2023
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  Alliance Bank Malaysia Berhad

  Sept 2024 - now

  Sales Performance Development Manager

  - Working closely with Team Leaders/Senior Team Leaders/Regional Sales Managers in completing monthly Performance Engagement Log/PIP and ensure timely submission- Joint review with Team Leaders/Senior Team Leaders/Regional Sales Managers during staff Pre-PIP and PIP ensuring the engagement and conduct is align with GSMECTB’s financial objectives- Gather feedbacks from sales staff & leaders on ground during review for continuous improvement and better collaboration - Arrange/coordinate with Learning & Talent team for staffs who required products or skills relevant trainings - Tracking, monitoring, properly documentation of staff’s Performance Engagement Log and as key liaison with HR - Collaborate with stakeholders to drive initiatives and campaigns - Analysis on sales performance behaviour and trend in preparing coaching / training for all sales staff who are under performing - Working closely as buddy to Performance Analyst in preparing daily / weekly / monthly staff’s productions reports and performance scorecards - Active engagement with line managers & stakeholders ensuring GSMECTB’s financial objective and scorecards met Show less