Looking for a job

Ivan Chai

@ivanchai

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Customer onboarding and sales specialist with extensive banking and financial services experience.

Malaysia

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What I'm looking for

I am seeking a full-time role in a professional organization where I can apply onboarding, sales, and compliance expertise, contribute to business targets, and grow long-term.

I am a results-driven customer onboarding specialist with over a decade of experience in banking and financial services, focused on delivering excellent customer care and meeting strict compliance standards.

I have a strong track record in sales-driven roles at major banks and financial institutions, consistently meeting individual and team targets while managing account documentation, application reviews, and regulatory requirements.

I seek a full-time role in a professional environment where I can leverage my onboarding, sales, and compliance experience to support business growth and long-term career development.

Experience

Work history, roles, and key accomplishments

Customer Onboarding Specialist

American Express

Apr 2020 - Aug 2025 (5 years 4 months)

Handled Hong Kong-based customer onboarding, reviewed and approved new and existing account applications, and ensured regulatory and compliance adherence while assisting with audits to correct control issues.

Customer Onboarding KYC Compliance Customer Service Audit Support Documentation Review Regulatory Compliance

Senior Sales Executive

RHB Bank

Sep 2018 - Sep 2019 (1 year)

Solicited and promoted personal financing to achieve individual and group sales KPIs, managed customer appointments and prospecting, and maintained sales centre standards while ensuring policy compliance.

Sales Personal Finance Prospecting Customer Relationship Management KPIs Compliance Sales Planning Customer Experience

Senior Sales Executive

Ambank Berhad

May 2017 - Aug 2018 (1 year 3 months)

Performed outbound sales to new and existing customers to meet monthly targets, provided product expertise to address inquiries, and maintained customer satisfaction through follow-ups and reminders.

Outbound Sales Customer Retention Product Knowledge Lead Follow Up Client Communication Customer Satisfaction

Sales Executive

Citibank Berhad

Mar 2010 - Apr 2016 (6 years 1 month)

Solicited and followed up on online and mobile account applications, collected customer documents, vetted applications for genuineness, and met monthly new-account booking targets.

Sales Lead Management Mobile Application New Account Targeting Due Diligence