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
Kuala Lumpur, Malaysia
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
Kuala Lumpur, Malaysia
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
Ho Chi Minh City, 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
Ho Chi Minh City, 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
Ho Chi Minh City, Vietnam
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
Ho Chi Minh City, Vietnam
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