Kwai Ching YU

LATZER ASSOCIATES GROUP (LAG) is an International Leadership Consultancy. We focus on executive search, assessing top executives, mid management and specialists, as well as members of global supervisory and advisory boards. Consultancy in the field of Human Resources Management complements and completes our occupational profile nicely.

-Deliver quality customer services through counter transactions -Identify existing and prospective customers’ needs of financial services, including both products and services -Grasp opportunities to cross-sell appropriately -Support back-end branch operations

-Coordinate with internal departments and liaise with external partners for planning and execution of various marketing campaigns -Assist with other ad hoc task as assigned

- Demonstrate the AEO Customer First selling standards in order to deliver a positive customer experience and achieve daily sales goals - Provide support to fellow employees through sharing of knowledge, helping to complete tasks and assisting in customer interactions - Maintain company brand standards of neat, clean and organized store environment - Proactively resolve customer concerns in a manner consistent with company policy and with customer satisfaction

-Deliver quality customer services through phone call (answer inquiries about insurance products and related issues) -Identify existing and prospective customers’ needs of insurance products -Grasp opportunities to cross-sell appropriately -Support back-end branch operations

-Handle administrative requests and queries from operation managers -Organize and schedule appointments with admin software -Plan meetings and taking detailed minutes -Perform double-entry bookkeeping

-Sort and distribute incoming mail -prepare outgoing mails -Answer the phone to take messages or redirecting calls to appropriate colleagues -Cold-calling for debit/credit cards service