ALICE CHEN
Auckland,New Zealand
Summary
Experienced in managing high-value corporate accounts to ensure client satisfaction and foster long-term relationships. Successful in leading cross-functional teams to deliver client-focused solutions. Strong understanding of financial products and client relationship management. Seeking part-time opportunities in banking and finance in New Zealand.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Corporate Account Manager
Bank of China, Corporate Banking Department
07.2021 - 06.2023
- Managed 15+ large multinational manufacturing company’s credit facilities approval and loan disbursement.
- Secured the department’s first supply chain financing contract, facilitating access to credit for 70+ new inclusive loan clients.
- Disbursed over RMB 10 million in loans monthly, monitored large client fund movements, and maintained monthly deposits above RMB 300 million.
- Supported corporate clients with day-to-day banking services, including RMB/FX transactions, and the issuance of bank acceptance bills, guarantees, and L/Cs.
- Conducted post-lending management in compliance with internal policies and regulatory requirements.
- Worked closely with internal teams and served as a liaison between corporate clients and various banking departments to ensure effective issue resolution and client satisfaction.
Foreign Exchange Officer
Bank of China, International Settlement Department
04.2019 - 06.2021
- Reviewed and processed RMB and foreign currency remittances for domestic companies, including trade in goods and services.
- Conducted anti-money laundering (AML) screening and compliance checks.
- Collaborated closely with operational colleagues responsible for payment execution to ensure timely completion of foreign exchange transactions.
- Communicated proactively with clients to resolve remittance issues and obtain required documentation based on feedback from internal teams.
Bank Teller
Bank of China
09.2017 - 03.2019
- Processed a wide range of personal cash services, including RMB and foreign currency transactions, domestic and international remittances.
- Processed bank card services and personal mortgage disbursements.
- Provided tailored recommendations on wealth management and precious metal products to clients.
- Served as branch cash administrator: worked closely with teller colleagues to distribute RMB at the start of day, coordinate foreign currency supply during operations, and reconcile and consolidate all foreign currency balances at the end of day.
Education
Master of Applied Finance -
University of Auckland
Master of Applied Statistics - undefined
Nanjing University of Finance and Economics
01.2017
Bachelor of Applied Mathematics - undefined
Nanjing University of Finance and Economics
01.2013
Skills
- Corporate client relationship management
- Corporate credit report preparation
- Management of diverse credit facilities
- Lending compliance management
- Effective cross-functional collaboration
- Statistical analysis
- Financial modelling proficiency
- MS word, excel and outlook
- ERP system management
Certification
Passed CFA Level I Exam in 2025
Language:
Chinese (Mandarin)
English (IELTS 6.5)
Timeline
Corporate Account Manager
Bank of China, Corporate Banking Department
07.2021 - 06.2023
Foreign Exchange Officer
Bank of China, International Settlement Department
04.2019 - 06.2021
Bank Teller
Bank of China
09.2017 - 03.2019
Master of Applied Statistics - undefined
Nanjing University of Finance and Economics
Bachelor of Applied Mathematics - undefined
Nanjing University of Finance and Economics
Master of Applied Finance -
University of Auckland
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