Open to opportunities

Angela Tan

@angelatan

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Experienced customer service representative with a focus on financial consulting.

Singapore

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What I'm looking for

I am looking for a role that values customer satisfaction and offers growth opportunities.

I am a dedicated Customer Service Representative with over 14 years of experience in face-to-face and telephone customer service, specializing in sales and customer care. My expertise lies in financial planning and basic banking products, where I have developed comprehensive financial plans tailored to clients' financial situations, goals, and risk tolerance. I pride myself on my positive attitude and my ability to educate clients about financial concepts, investment options, and market trends, enabling them to make informed decisions.

Throughout my career, I have consistently demonstrated strong communication skills, problem-solving abilities, and a customer service orientation. My tenure at Prudential Singapore has allowed me to refine my skills in handling customer inquiries and complaints, while my previous roles have equipped me with the experience to manage agency projects and liaise with various stakeholders effectively. I am eager to leverage my proven skills in my next role, contributing to a team that values customer satisfaction and operational efficiency.

Experience

Work history, roles, and key accomplishments

Current

Financial Consultant

Current

Prudential Singapore

Dec 2021 - Present (3 years 6 months)

Develop comprehensive financial plans based on clients' financial situations, goals, and risk tolerance. Educate clients about financial concepts, investment options, and market trends to help them make informed decisions.

Financial Planning Investment Analysis Risk Management Market Research Sales

Current

Private Tutor

Current

Self Employed

Jan 2003 - Present (22 years 5 months)

Provides ongoing private tutoring services for primary and secondary students. Focuses on teaching Mathematics and Science subjects to improve student understanding and performance.

Curriculum Adaptation

Executive 2

CPF Board (Levies & Grants)

Jan 2015 - Oct 2021 (6 years 9 months)

Administered agency projects for Government-Paid Leave Schemes, assisting management with operational efficiency and system enhancements. Handled email and call center enquiries for various leave schemes, liaising with principals and coordinating statistics.

Project Management Customer Support Data Reporting

Business Owner

The Shade Sphere

Jan 2016 - Dec 2018 (2 years 11 months)

Operated a self-employed business specializing in the sale of customized products like coasters and cement pots. Managed sales both online through social media and in person at weekend/public holiday stalls.

Social Media Marketing Product Design Sales Strategy Customer Relationship Management Inventory Management Market Stall Operations

First Impression Officer

HSBC Bank (Premier Center)

Aug 2014 - Jan 2015 (5 months)

Attended to walk-in customers professionally, assessing their needs and directing them to appropriate experts or service channels. Resolved customer queries and facilitated problem resolution while achieving individual referral targets through cross-selling bank products.

Customer Service Problem Solving Cross Selling Banking Operations

Service Ambassador Officer

OCBC Bank

Aug 2006 - Jan 2009 (2 years 5 months)

Engaged customers upon arrival, understood their needs, and directed them to appropriate staff while managing queues efficiently. Provided information on bank products, identified cross-selling opportunities, and encouraged the use of self-service channels, also ensuring branch facilities were maintained.

Customer Engagement Cross Selling