2018
BSBA Major in Financial Management
Philippine School of Business Administration, Quezon City
More Info About Me
4 years experience in retail banking. Playing a vital role of being the front-line representative of the company, I make sure to build and maintain professional relationship with my clients by providing excellent customer service that adhere to our company's policies and procedures. My main responsibilities include:
**Interviewing, assessing clients financial background and offering suitable bank products that will aid to their current financial troubles.
**Data entry and management - inputting and updating clients' information in the system based on signed forms and submitted supporting documents.
**File organization - making sure of the completeness of submitted requirements and safekeeping of confidential records.
**Processing of over-the-counter transactions in a timely manner.
My Skills and Competencies
Customer Service
Basic Photo and Video Editing
Social Media Management
Data Entry
Certificates
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My Experience and Education
2019
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2022
BDO Unibank, Inc
(Client Service Associate)
• Attending to client’s concerns about their bank accounts and providing most efficient solution
• Managed continuous flow of transactions that varies from one client to another while making sure of complete accuracy of details
• Organizing filing and safekeeping of accountable forms and documents with sensitive data
• Handling of cash
• Marketing and sales of bank products
2018
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2018
Sta. Lucia Land, Inc.
(Treasury Assistant)
• Administrative duties like calling and coordination of transaction with suppliers and upper management
• Maintaining a systematic way of filing and organizing documents
• Accurately inputting data into the system.
• Processing of cheque disbursements
My Services
Admin Virtual Assistance
Covering all admin tasks that let you lighten your daily load.
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.