Jerry Lim
Las Piñas City
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
9
9
years of professional experience
Work History
Product and Channel Manager
China Banking Corporation
6 2024 - Current
- Product and Channel Managers are responsible for creating and sustaining a product in accordance with the Bank's objectives
- Developing and managing products and channels to address the needs of the client and contribute towards the overall objectives of the Division
- Monitoring the profitability and performance of the product and channel
- Ensuring that all products and channels comply with local regulations, as well as the internal policies and procedures of the Bank
- Improving the Bank's profile and market share
- Commercializing products and channels to increase sales.
Sales Officers
China Banking Corporation
11.2021 - 06.2024
- The Sales Officers ensure that China Bank's profile, profitability and market share in the Cash Management line of business is high satisfactory, notwithstanding extremely strong competition from both international and domestic banks
- Ensures sales acquisition in line with plan and successful brand management
- Ensures sales deals are smoothly turned over from Sales to Implementation
- Ensures accurate pricing and immediate realization of deals, following an acceptable profitability ratio in relation to underlying circumstances and standard turnaround time
- Ensures that timely reports are provided internally, including respective business partners.
Team Leader - Cash Management Unit Specialist
Asia United Bank
08.2016 - 10.2021
- Supervise the performance of the team and ensure to meet the unit's goals and objective
- Plan and implement the sales-service process to provide high level of customer satisfaction and exceed management expectations
- Responsible for mentoring the branch managers and others sales officers in selling the cash management services and to reinforce product promotion to the branches
- Develop the product training program and outlines for branch managers, sales officers and other bank personnel for quality assurance and program assessment.
Onboarding and Product Development Specialist
Asia United Bank
08.2015 - 09.2018
- Manages the issuance of software licenses, endorse to activate web-based systems, approval of applications and endorse adjustment of transaction limit and activation of new system
- Monitors accuracy and compliance to Sales-Service Process from pre-implementation to post implementation
- Document process and product improvements and opportunities by monitoring and analyzing data reports gathered
- Coordinate with different department for approval of system enhancements and escalated concerns
- Conduct all Cash Management Unit system UAT and provide feedback for the enhancement and product concern.
PDC Warehousing – Unit Officer
Asia United Bank
08.2015 - 09.2018
Education
Bachelor of Science: Business Administration And Management -
De La Salle University Dasmarinas
Skills
Relationship Building
Team Leadership
Business Development and Planning
Strategic Planning
Marketing
Sales
Trainings and Seminars
- 4 Disciplines of a High Performance Leader, 09/19/19, Catalyst 360 - Alex Araneta
- BANK ON US; Leading the Service Team, 04/13/19, JPC Seminar and Training Consultancy
- Practical Coaching For Peak Performance, 10/26/18, Samuel Mendoza
- AUB Training Advocate: Train the Trainers, 03/22/17, JPC Seminar and Training Consultancy
- Leadership Development Program, 09/21/10 - 09/22/10, AUB – HR Department
Timeline
Sales Officers
China Banking Corporation
11.2021 - 06.2024
Team Leader - Cash Management Unit Specialist
Asia United Bank
08.2016 - 10.2021
Onboarding and Product Development Specialist
Asia United Bank
08.2015 - 09.2018
PDC Warehousing – Unit Officer
Asia United Bank
08.2015 - 09.2018
Product and Channel Manager
China Banking Corporation
6 2024 - Current
Bachelor of Science: Business Administration And Management -
De La Salle University Dasmarinas
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