Winnie Sze Wai Liu
Bank Manager (Personal Banking)
Stouffville,Ontario
Summary
Skilled Branch Manager demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Hardworking and passionate manager with strong organizational skills. Ready to help team achieving company goals.
Over 20 years Sales and Services Experience in Banking industry, with 15 years in Management Role in Banking industry.
Overview
24
24
years of professional experience
3
3
Languages
6
6
years of post-secondary education
Work History
Branch Manager
Dah Sing Bank
2002.12 - 2023.09
- Led team of banking professionals, providing regular coaching and development opportunities for career growth.
- Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
- Strengthened cross-selling initiatives by identifying customer's financial needs and recommending suitable products or services.
- Manage sales performance on various banking products, including payroll accounts, cleaning lending, mortgage, business accounts, credit cards as well as fee income-products like investments and insurances
- Manage all staffs to meet compliance standard of bank.
- Maintain atmosphere of all branch staffs as one team and co-operate for success.
Customer Services Manager
Bank Of Communications
2002.08 - 2002.12
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provide comprehensive and professional services to customers and introduce a broad range of banking and investment products that meet their financial needs and goals
- Open accounts and manage the growth of portfolios loyalties and numbers of customers
- Conducted regular reviews of client's financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Maintain high quality customer services and compliance control.
Customer Services Officer
Dah Sing Bank
2000.07 - 2002.07
- Provide comprehensive and professional services to customers and introduce a broad range of banking products that meet their financial needs and goals
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Collaborated with team members to develop best practices for consistent customer service delivery.
Administrative Assistant
Notabilia Education Centre
1999.10 - 2000.04
- Marketing programs offered by Education Centre.
- Coordinating with teachers, parents and students.
- Internal administration of office and preparation of accounting statements of office.
Achievement
- Top Sales Performance of year 2012, Branch Award：Group 3 (Tung Chung Branch, Hong Kong)
- Top Sales Performance of year 2013, Branch Award：Group 2 (Sha Tsui Road Branch, Hong Kong)
- Top Sales Performance of year 2014, Branch Award：Group 2 (Sha Tsui Road Branch, Hong Kong)
- The Big Four Competition 2016 Q3, Best Branch Award：Group 2 (Sha Tsui Road Branch, Hong Kong)
- Best Performing Branch for the outstanding achievement in Q4 2016：over 118% of Fee Contributor (Sha Tsui Road Branch, Hong Kong)
- Top Performing Branch Award Second Quarter of 2017, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award First, Second and Third Quarter of 2018, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award Second and Third Quarter of 2019, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award Second Quarter of 2020, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award First and Third Quarter of 2021, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award Forth Quarter of 2022, Sha Tsui Road Branch, Hong Kong
- Top Performing Branch Award First Quarter of 2023, Sha Tsui Road Branch, Hong Kong
Education
High School Diploma -
The University of Hong Kong (SPACE)
Hong Kong 2001 - 2002
Bachelor of Arts - Economics
York University
Canada 1998 - 1999
Bachelor of Arts - Economics
Carleton University
Canada 1995 - 1998
Trafalgar Castle School
Canada 1994 - 1995
Skills
Business Development
undefinedPersonal Qualifications
- Bachelor of Arts in Economics (Honours degree) in York University, Toronto, Canada
- Bachelor of Arts in Economics (Ordinary degree) in Carleton University, Ottawa, Canada
- Hong Kong Securities and Investment Institute Examination (HKSI)
- Paper 1：Fundamentals of Securities and Futures Regulation Examination
- Paper 7：Financial Markets Examination
- Paper 8：Securities Examination
- Insurance Intermediaries Qualifying Examination (IIQE)
- Paper 1：Principles and Practice of Insurance Examination
- Paper 2：General Insurance Examination
- Paper 3：Long Term Insurance Examination
- Mandatory Provident Fund Schemes Examination (MPFA)
- MPFＡ Licensing Examinations
Timeline
Branch Manager
Dah Sing Bank
2002.12 - 2023.09
Customer Services Manager
Bank Of Communications
2002.08 - 2002.12
High School Diploma -
The University of Hong Kong (SPACE)
2001 - 2002
Customer Services Officer
Dah Sing Bank
2000.07 - 2002.07
Administrative Assistant
Notabilia Education Centre
1999.10 - 2000.04
Bachelor of Arts - Economics
York University
1998 - 1999
Bachelor of Arts - Economics
Carleton University
1995 - 1998
Trafalgar Castle School
1994 - 1995
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