Jacey Dang
Kuala Lumpur
Summary
- Experienced Account Opening and Trade & Treasury Solutions (TTS) Product Implementation & Onboarding Analysis. Years of Project Management with High Focus on Client Satisfaction.
- Working Location: Singapore (with Existing Long-Term Visit Pass), Malaysia (Kuala Lumpur)
Overview
11
11
years of professional experience
Work History
TTS CCB Regional Onboarding Manager
Citigroup Transaction Services
06.2021 - Current
- Be responsible for coordinating client onboarding activities, including all account openings/ maintenance, KYC, technical integration, and onboarding of all Cash Management products across Citi Treasury and Trade product suite including Cash Payments, Collection & Receivables, Liquidity Management.
- Top Onboarding Manager within KL Cash Hub by revenue in 2022. Managing 60-70 projects/ client requests concurrently with 56-day SLA in average.
- Served as a resource for managers/ internal stakeholders seeking advice or assistance with Citi Commercial Banking (CCB) client's unique onboarding needs.
- Partner with key internal and external stakeholders to drive and deliver clients’ Onboarding requests/ projects to the highest of standards, to ensure timely delivery of projects and total client satisfaction (Client Satisfaction Survey: 95% and above from 2019 till now).
- Enhance Stakeholder Alignment by providing various report/ analysis, e.g.: Weekly ageing reports; Voice of Client Reports, QBR’s analysis, Account Opening & Product Onboarding Volume Analysis.
- Onboard Incremental or replacement hires and be responsible for new hire training. Host Monthly / Quarterly Business Reviews (MBR) with TTS-ASIA Onboarding leadership with focus on scorecard and metrics.
- Act as Citi escalation point of contact and support the Onboarding Documentation Specialist, Onboarding Technical Implementation Manager and other internal Project Team Members to ensure adherence to governance standards.
- Ensure no impacts to business and proactive communication to business stakeholders (Sales, Relationship Manager, Account Manager) on deal metrics, ensure higher visibility to pipeline and revenue.
- Comply with all audit requests and effective MCAs during deal implementation.
APAC Commercial Card Implementation Manager
Citigroup Transaction Services
01.2019 - 06.2021
- Manage multiple Commercial Card implementations and ensure to implement client objectives within standard guidelines and timeframes.
- Implement and manage regional Commercial Card project with highest level of quality and professionalism in a timely manner.
- Ensure that all audit requests and effective MCA results are appropriately addressed during deal implementation.
- Develop Statement of Work and Project Plan for the implementation and obtain client sign-off on the same.
- Ensure no impact to business and proactive communication to business stakeholders on client satisfaction, higher visibility to pipeline and revenue.
- Comply with all audit requests and effective MCAs during deal implementation.
Cash Implementation Manager
Citibank N.A Vietnam
07.2018 - 01.2019
- Manage multiple in-country implementations and ensure to implement client objectives within standard guidelines and timeframes.
- Work closely with the client to keep Scope of Work and Project Plan current with the project charter throughout the implementation.
- Provide meeting agenda prior to each meeting, and send meeting minutes after each meeting with clear Action Items and Responsibilities.
TTS Head Personal Assistant
Citibank N.A. Vietnam
08.2017 - 07.2018
- Assist Commercial Card Product Manager with Commercial Card IVR UAT Test, notification/ process translation, domestic card transaction settlement account opening and maintenance, form/ template preparation.
- Manage TTS Head calendar, schedule and day-to-day activity; provide secretarial and administrative support to TTS Head.
- Support Product Managers with TTS client balance/ revenue reports and presentation.
Project Assistant
VP Bank Finance
11.2013 - 08.2017
- Track action items for Head of Pega Department and coordinate within department and other business users for timely completion, including Change Request follow-ups and training status
- Perform Project admin tasks such as preparing documents for reports, proposals, procurement process & payment process
Credit Risk Administrative Intern
Commonwealth Bank Of Australia
12.2012 - 03.2013
- Receive original legal documents from Business Development Officer and undertake the documentary process.
- File Applications for Credit ensuring that they strictly comply with all the Bank’s policies.
- Collaborate with Business Development Officers to accelerate lending process.
Education
Postgraduate Scholarship - Chinese Language
Lanzhou University
Lanzhou, China2021
English Language
FCE &TESOL Certificate
American Tesol Institute 10.2016
Bachelor Degree - Bachelor of Banking & Finance
Banking University HCMC
Ho Chi Minh City, Vietnam2013
Skills
- Communication (English & Mandarin)
- Client management skills
- Project management
- Ability to work under pressure
- Sense of responsibility and ownership
Languages
Vietnamese
Native language
English
Proficient
C2
Chinese (Mandarin)
Advanced
C1
Timeline
TTS CCB Regional Onboarding Manager
Citigroup Transaction Services
06.2021 - Current
APAC Commercial Card Implementation Manager
Citigroup Transaction Services
01.2019 - 06.2021
Cash Implementation Manager
Citibank N.A Vietnam
07.2018 - 01.2019
TTS Head Personal Assistant
Citibank N.A. Vietnam
08.2017 - 07.2018
Project Assistant
VP Bank Finance
11.2013 - 08.2017
Credit Risk Administrative Intern
Commonwealth Bank Of Australia
12.2012 - 03.2013
Postgraduate Scholarship - Chinese Language
Lanzhou University
English Language
FCE &TESOL Certificate
Bachelor Degree - Bachelor of Banking & Finance
Banking University HCMC
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