BS in Business Administration major in Management Accounting
Notre Dame of Midsayap College
Experienced and dedicated banking professional with 9 years of comprehensive expertise in financial services. Proven track record of delivering exceptional customer service, managing accounts, and facilitating financial transactions efficiently. Possessing a strong foundation in banking operations, I have successfully navigated various financial systems and platforms. Additionally, I hold certifications in QuickBooks and Xero, demonstrating proficiency in financial software management and accounting principles. Known for my attention to detail, problem-solving skills, and ability to thrive in fast-paced environments, I am committed to delivering top-notch service and contributing positively to organizational goals.
Notre Dame of Midsayap College
Serve as the frontline representative of the bank, handling customer
transactions, providing excellent service, and ensuring the accuracy
of financial transactions. Responsible for processing deposits,
withdrawals, and other financial transactions while adhering to
banking policies and procedures. Assist customers with their banking
needs, including deposits, withdrawals, and account inquiries.
Receive and dispense cash, checks, and other financial instruments
accurately. Ensure that cash levels are maintained within prescribed
limits and report any discrepancies to management. Handle customer
transactions efficiently to minimize wait times and ensure customer
satisfaction. Adhere to banking regulations and compliance
standards, including those related to anti-money laundering (AML)
and Know Your Customer (KYC) policies. Collaborate with other bank
staff to provide seamless service to customers.
- Handle cash, process deposits and withdrawals, assist with account
inquiries, and promote bank products and services. Count and verify
currency and coins to ensure accuracy in transactions. Follow
established procedures for verifying customer identity and account
ownership. Identify opportunities to cross-sell bank products and
services based on customer needs. Process incoming and outgoing
cash shipments according to bank procedures. Report any suspicious
activity or fraudulent transactions to bank management or appropriate
authorities.
- Responsible for maintaining accurate financial records, processing
transactions, reconciling accounts, and ensuring compliance with banking
regulations and policies. Ensure compliance with banking regulations
and internal policies. Prepare reports detailing reconciliation findings
for management review. Provide support to bank staff regarding
financial transactions and account inquiries.
It involves comparing different sets of financial records to identify any inconsistencies or discrepancies.
Analyzing the aging of accounts receivable and accounts payable to identify overdue accounts and ensure timely payments.
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.