Bachelor in Science in Business Administration Major in Financial Management
Negros Oriental State University
Hi, I am Charmaine! You can call me Charm or Chacha.
I aspire to be a general virtual assistant. I have zero experience in this field but I have attended training that will equip me to become a successful virtual assistant.
I have worked as a customer service representative for 7 years in different large companies and have experience handling customer inquiries, managing customer accounts, and providing general support. I am also proficient in using a variety of office software applications.
I am always looking for new ways to improve my skills and knowledge so that I can be better.
In my free time, I enjoy spending time with my family and friends, and I also like to read and cook. I'm an adventurer at heart. I love exploring new places and trying new things. I'm also a bit of a health nut, and I love getting outdoors and staying active. I'm passionate about helping others, and I enjoy working with people to help them grow and develop.
I am a motivated individual who is always looking for new challenges, and I am confident I would be a valuable asset to your team.
I look forward to contributing to your company's success. Thank you for reading and visiting my profile!
Negros Oriental State University
• Responsible for opening and closing the branch.
• Responsible for cash and customer transactions, and cash balancing.
• Making receipts and payment vouchers for Western Union transactions.
• Buying and selling of Foreign Currencies
• Processing payments for Philippine Government Bills (SSS, Pag-Ibig & PhilHealth) and other remittances
• Prepare Tellers’ weekly schedule
• KYC verification, ensure KYC before effecting the transaction.
• Assisting customers with their queries.
• Preparing the Cash for pick up by Brinks
• Explains all the products and services to the customers.
• Assists Business Manager in area mapping to identify and sell to prospective clients.
• Schedule appointments.
• Assists Business Manager in managing assigned top personal client portfolio via call-outs and face-to-face meetings (in-branch and client visit).
• Conducts lobby marketing and handles inquiries of walk-in and all transacting clients.
• Actively cross-sells personal banking products such as credit cards, prepaid cards, loans, and savings accounts, and upsells to new accounts enrolls and promotes usage of electronic channels and EPS.
• Acts as a reliever for Bank Teller or Branch Customer Service Representative when extremely necessary upon instruction of BM.
• Performs designated alternate custodianship functions.
• Performs other admin functions that BM may assign.
• Always ensure customer convenience and satisfaction and effectively address client inquiries and issues.
• Immediately takes responsibility for resolving customer complaints.
• Process over-the-counter transactions such as cash and check deposits, withdrawals, encashments, and miscellaneous transactions.
• Assists UNIPRO with certain activities such as scanning, and filing signature cards and other bank documents.
• Reviews all check transactions and verifies the authenticity of all notes received.
• Provides accounting and clerical assistance to the accounting department.
• Types accurately, prepares and maintains accounting documents and records.
• Bank to bank reconciliation.
• Time deposit renewal.
• Filing of accounting documents such as vouchers, journals, and time deposit certificates.
• Assists members on day-to-day transactions such as funds transfer and time deposit/savings passbook update.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.
Providing excellent customer service to clients.