Yuhan (Maggie) Ma

● Recommend potential products and services to customers by collecting customer information and analyzing customer needs. Awarded Grand Ovation and surpassed the 2024 fiscal year Q4 sales target by achieving 120%.

● Demonstrated effective teamwork by working with various banking partners, contributing to the overall success of the team, achieved 110% of the annual referral target.

● Champion digital enablement by proactively educating clients to self-serve, while leading with advice, serving through digital where possible and encouraging clients to interact with us in their channel of choice.

● Build sustainable relationships of trust with branch partners through open and interactive communications. Contribute to create a healthy working environment and achieve goals.

• Collaborated with the advisory team to advise appropriate banking services and products accordingly.