WILLIAM
Jakarta
Summary
Excellent teamwork skill through working in a diverse and challenging environment Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
7
7
years of professional experience
Work History
Emerging Relationship Associate
Bank OCBC Indonesia
Jakarta, Indonesia
12.2015 - 09.2020
- Developed financial plans for customers based on their individual needs.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Prepared loan documents for review and approval by bank management.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
Customer Service Officer
Bank Central Asia Tbk (Bank BCA)
Jakarta, Indonesia
04.2013 - 03.2015
- Provided customer service in a courteous and professional manner.
- Answered customer inquiries via telephone, email and face-to-face contact.
- Resolved customer issues in an efficient and timely manner.
- Educated customers on products and services offered by the company.
- Assisted customers with placing orders for products and services.
- Processed payments from customers using point of sale systems.
- Maintained accurate records of customer interactions and transactions.
- Identified potential opportunities to upsell products or services to customers.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Updated databases with new and modified customer data.
Education
Bachelor of Accountancy - Accounting And Finance
Stie Santa Ursula
Jakarta, Indonesia07-2020
High School Diploma -
SMK Strada 1
Jakarta, Indonesia06-2010
Skills
- Relationship building and management
- Service assistance
- Public Speaking
- Time Management
- Process Development
- Data Analytics
- Product Knowledge
Timeline
Emerging Relationship Associate
Bank OCBC Indonesia
12.2015 - 09.2020
Customer Service Officer
Bank Central Asia Tbk (Bank BCA)
04.2013 - 03.2015
Bachelor of Accountancy - Accounting And Finance
Stie Santa Ursula
High School Diploma -
SMK Strada 1
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