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I’m a banking and fintech professional with 14+ years of experience across retail banking, customer relationship management, wealth and financial advisory, and day-to-day banking operations. I enjoy translating customer needs into suitable protection and wealth management solutions while building long-term relationships through consultative conversations and consistent service. I’ve supported smooth branch execution—opening accounts, processing card replacements, managing internet banking services, and ensuring accuracy and compliance with internal processes and banking regulations. I also monitor feedback to improve service opportunities, prepare business reports, and collaborate with stakeholders to strengthen customer engagement, operational quality, and overall customer success.…I’m a banking and fintech professional with 14+ years of experience across retail banking, customer relationship management, wealth and financial advisory, and day-to-day banking operations. I enjoy translating customer needs into suitable protection and wealth management solutions while building long-term relationships through consultative conversations and consistent service. I’ve supported smooth branch execution—opening accounts, processing card replacements, managing internet banking services, and ensuring accuracy and compliance with internal processes and banking regulations. I also monitor feedback to improve service opportunities, prepare business reports, and collaborate with stakeholders to strengthen customer engagement, operational quality, and overall customer success.

Roseiana Anak Richard

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I’m a banking and fintech professional with 14+ years of experience across retail banking, customer relationship management, wealth and financial advisory, and day-to-day banking operations. I enjoy translating customer needs into suitable protection and wealth management solutions while building long-term relationships through consultative conversations and consistent service. I’ve supported smooth branch execution—opening accounts, processing card replacements, managing internet banking services, and ensuring accuracy and compliance with internal processes and banking regulations. I also monitor feedback to improve service opportunities, prepare business reports, and collaborate with stakeholders to strengthen customer engagement, operational quality, and overall customer success.…I’m a banking and fintech professional with 14+ years of experience across retail banking, customer relationship management, wealth and financial advisory, and day-to-day banking operations. I enjoy translating customer needs into suitable protection and wealth management solutions while building long-term relationships through consultative conversations and consistent service. I’ve supported smooth branch execution—opening accounts, processing card replacements, managing internet banking services, and ensuring accuracy and compliance with internal processes and banking regulations. I also monitor feedback to improve service opportunities, prepare business reports, and collaborate with stakeholders to strengthen customer engagement, operational quality, and overall customer success.

Available to hire

I’m a banking and fintech professional with 14+ years of experience across retail banking, customer relationship management, wealth and financial advisory, and day-to-day banking operations. I enjoy translating customer needs into suitable protection and wealth management solutions while building long-term relationships through consultative conversations and consistent service.

I’ve supported smooth branch execution—opening accounts, processing card replacements, managing internet banking services, and ensuring accuracy and compliance with internal processes and banking regulations. I also monitor feedback to improve service opportunities, prepare business reports, and collaborate with stakeholders to strengthen customer engagement, operational quality, and overall customer success.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Language

English

Fluent

Malay

Fluent

Work Experience

Bank Assurance Manager, Wealth Management at Public Bank Berhad

July 1, 2026 - Present

Manage customer engagement and lead financial discussions in a branch banking environment. Analyze customers’ financial needs and recommend appropriate protection and wealth management solutions. Monitor customer feedback, identify service improvement opportunities, and support business process enhancement. Maintain compliance with banking regulations, documentation requirements, and internal governance standards. Build strong understanding of customer behaviour, financial products, and branch service processes. Monitor portfolio performance and prepare business reports to support objectives and decision-making.

Customer/Wealth Management role (Bank Operations and Wealth Management) at Maybank Berhad

July 1, 2026 - Present

Managed a portfolio of retail banking customers by providing personalized financial solutions. Built long-term client relationships through consultative financial advisory. Collaborated with branch teams to deliver seamless customer experiences and consistently recommended investment and insurance solutions as well as credit card products. Monitored customer feedback, supported service improvement opportunities, and contributed to business process enhancements while maintaining compliance with banking regulations, documentation requirements, and internal governance standards. Prepared business reports and monitored portfolio performance.

Personal Financial Advisor at Maybank Berhad

December 1, 2018 - January 1, 2019

Worked as a personal financial advisor providing consultative guidance aligned with banking products and customer needs. Focused on customer relationship management and advisory to support suitable financial solution recommendations and service delivery.

Banking Operations (role mentioned across 2011–2018 timeframe) at Maybank Berhad

August 1, 2011 - December 1, 2018

Supported branch operations and customer service activities, including ensuring accuracy, compliance, and smooth daily processing. Contributed to delivering sales and assisting in branch operations while maintaining regulatory and internal process requirements.

Customer Experience / Banking Operations (Personal Financial Advisor / Banking Operations roles) at Maybank Berhad

January 1, 2007 - January 1, 2011

Provided banking support within retail branch operations including customer service for banking needs, ensuring accurate and compliant processing within internal procedures and banking regulations. Assisted with sales delivery and acted as a branch lead during relevant activities. Responsible for smooth daily operations such as account opening, card replacement processing, and managing internet banking services. Supported onboarding and customer handling while maintaining service quality and compliance.

Assistant/Associate role (Banking - Bank Operations and Customer Support) at Maybank Berhad

January 1, 2007 - December 31, 2011

Supported customers with their banking needs and provided excellent customer service. Ensured accuracy and compliance with internal processes and banking regulations. Handled smooth daily branch operations including opening bank accounts, processing card replacements, and managing internet banking services. Assisted with sales delivery and sometimes acted as lead generator for the branch.