Ka Hei Iris Tam
Burnaby,BC
Summary
With 8+ years of banking industry experience, I have excelled in personal and commercial sectors, consistently delivering professional customer experiences and achieving business objectives. A self-motivated and detail-oriented individual, I possess strong responsibility and excel in time management. Additionally, I am proficient in English, Cantonese, and Mandarin, enabling effective communication in professional and personal environments.
Overview
11
11
years of professional experience
Work History
Senior Approver, Non-Financial Risk Management
HSBC
03.2022 - 06.2024
- Inspected and verified the accuracy, appropriateness and sufficiency of each account application and comply with Bank Code of Conduct
- Coordinated schedules and timelines to ensure KPI targets are met within acceptable timeframes
- Provided prompt assessment and execution of NCA application approvals through KYC and due diligence.
Vice President Associate - Business Development Manager
HSBC
03.2021 - 02.2022
- Identified sales opportunities proactively and delivered value-added, needs-based financial advice and solutions
- Conducted regular business reviews with clients to review performance and identified potential opportunities for growth.
Assistant Vice President, Portfolio Management
HSBC
03.2020 - 02.2021
- Managed new account acquisition and educated customers on options for managing financial transactions through mobile and online banking
- Looked for opportunities to enhance customer portfolio through cross-selling of bank products (e.g., credit card, lending, investment etc.)
Assistant Manager, Portfolio Management
HSBC
06.2018 - 02.2020
- Opened and managed new bank accounts for customers, ensuring accurate documentation and compliance with bank policies and regulatory requirements
- Identified business opportunities and promoted all retail and commercial banking products to maximize business growth
Customer Services Officer
Bank of China (Hong Kong)
06.2016 - 05.2018
- Provided a full range of personal banking services, emphasizing personal financial counseling and quality customer services
- Completed a broad range of financial transactions (e.g. deposits, bill payments, withdrawals) in an accurate and efficient manner
- Managed customer inquiries and complaints effectively
Team Leader- Sha Tin 18
Hyatt Regency Hong Kong, Sha Tin
07.2014 - 10.2015
- Provided courteous, excellent and professional customer service in relation to F&B
- Led and coach the team towards achieving guest service and employee satisfaction results.
Corporate Leadership Trainee
Hyatt Regency Hong Kong, Sha Tin
07.2013 - 06.2014
- Providing general office administrative support, participating in team leading tasks and management projects.
Education
Bachelor of Science - Hotel Management
The Hong Kong Polytechnic University
Hong Kong06.2013
Skills
- Proficient in Microsoft office
- Client Relationship Management
- Bank Products
- Transactions and Cash Handling
- Courteous Customer Service
- Superior time management
- Problem-solving
- Verbal and written communication
Languages
English
Native or Bilingual
Cantonese
Native or Bilingual
Mandarin
Native or Bilingual
Timeline
Senior Approver, Non-Financial Risk Management
HSBC
03.2022 - 06.2024
Vice President Associate - Business Development Manager
HSBC
03.2021 - 02.2022
Assistant Vice President, Portfolio Management
HSBC
03.2020 - 02.2021
Assistant Manager, Portfolio Management
HSBC
06.2018 - 02.2020
Customer Services Officer
Bank of China (Hong Kong)
06.2016 - 05.2018
Team Leader- Sha Tin 18
Hyatt Regency Hong Kong, Sha Tin
07.2014 - 10.2015
Corporate Leadership Trainee
Hyatt Regency Hong Kong, Sha Tin
07.2013 - 06.2014
Bachelor of Science - Hotel Management
The Hong Kong Polytechnic University
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