2006
Bachelor of Science in Business Administration Major in Management
Polytechnic University of the Philippines
Discover more about me and my professional journey
Hello, I am Erica Valenzuela, you can call me Erich for short. I am a mother of two beautiful children and been married for 11 years. I've worked as a Customer Service and Sales Associates for 9years and promoted as an Assistant Business Manager for 4 years in one of the reputable bank in the Philippines.
As a Bank Assistant Manager, I have a strong background in financial planning, analysis, and risk management. Through my expertise in budgeting, forecasting, and cost optimization, I have consistently delivered financial stability and increased profitability.
I possess good communication, writing, and I am proficient in basic computer software system. A hard worker is eager to learn. Accepts direction easily and willing to invest time and effort to complete a certain tasks and responsibility. Has good moral and ethical standards and has good credentials from previous and current employers.
Pitch me a message and let's talk about your business! Your goals are my number one priority!
My Skills and Competencies
Online Bookkeeper
Social Media Ads Management
Email Management
Social Media Management
Graphic Designer
Data Entry
Certificates
My Experience and Education
2023
-
2023
PRO VA PH
(General Virtual Assistant)
- Online Bookkeeper
- Social Media Manager
- Data Entry
2010
-
2023
Bank of the Philippine Islands
(Customer Service Associates (2010-2019) / Assistant Business Manager (2019-2023))
- Responsible for the overall management of the branch operations and delivery of competent and timely service to all customer segments; consistent with the Bank’s business objectives; internal policies and procedures; controls and regulatory standards.
- Approves branch transactions within approval limit and endorses/ secures approval for transactions beyond my authority
- Ensures all KYC and transaction documents are reviewed and complete, scanned and properly safe kept/filed
- Conducts enhanced due diligence on customer transactions as applicable
- Maintains an acceptable level of branch operations, consistent with internal policies, procedures, standards and regulatory requirements
- Ensures an acceptable internal and regulatory audit rating
- Reviews critical branch reports
- Investigates and immediately reconciles GL-SL discrepancies/ float items
- Ensures prompt renewal of business permits, updating of records and compliance to requirements of regulatory bodies (e.g. BIR)
- Approves, monitors and ensures prompt payment of branch operating expenses, including lease, local government taxes and licenses
- Customer Service - Manages the overall customer experience in the branch to ensure high level of satisfaction for all customer segments
- Attends promptly to customer transactions, inquiries and requests
- Resolves customer complaints/ concerns within the prescribed turnaround time (TAT)
- People Management – Leads and supervises branch staff; Ensures high level of employee engagement; Enables personal and professional growth opportunities for each branch personnel
- Conducts regular one-on-one coaching/mentoring and performance review with each branch employee
- Keeps the branch personnel informed and updated of pertinent policies and procedures that affect them or their job
- Coaches and conducts on-the-job branch training for management trainees
2009
-
2010
Finetex Philippines
(Impex Staff)
- Track shipments and communicate with clients about the packages progress
- Provide efficient delivery logistics through data entry
- Organize files both manually and electronically
- Review Bills, invoices and purchase orders
- Fill out Import-Export documentation
- Create and maintain contact with vendors and customers to ensure timely delivery of goods
2006
-
2009
Wukong Phils LTD
(Planning and Scheduling Staff)
- Responsible in receiving, studying, planning and scheduling of all orders given by the customers from Japan
- Responsible in container booking and amendment for loading shipment.
- Responsible in preparing documents needed for loading shipment such as bundle label, stickers, loading checklist, etc.
- Responsible in preparing sales invoices after loading shipment.
- Responsible in coordinating with the subcontractors / supplier.
- Responsible for scheduling of material to be galvanized based on production schedule.
- Responsible in receiving, checking, arranging quotation, sales invoice and delivery receipt from galvanizing sub contractor.
My Services
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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.
Online Bookkeeper
Knowledge in accounting principles, tracking account receivables and account payables, payroll postings, and invoicing