2012
Bachelor of Science in Business Administration Major in Management Accounting
University of Cebu
Your Professional Virtual Assistant
My objective is to obtain a position as a team-player in a people-oriented organization where I can maximize my customer-service experience in a challenging environment to achieve the corporate goals.
I have worked in banking industry for more than 10 years that molded me into who I am today. I have decided to have a career shift, to focus on my passion which is being a Graphic Content Creator, a Bookkeeper, and a Professional Virtual Assistant that can work independently. I assists business owners and professionals administrative tasks, customer service, content creation, internet research, bookkeeping and accounting. I can help you with scheduling appointments, managing email and social media accounts, data entry, creating reports, and organizing files. I also handle customer service tasks such as responding to customer inquiries, resolving complaints, and providing information about products or services. I am responsible for recording all financial transactions, including sales, purchases, receipts, and payments. This involves maintaining accurate and up-to-date financial records.
Over the years, I believe I am professionally ready and prepared to face the world of digitalization. We are now in the new age and I have now gained the traits of being a Professional Virtual Assistant.
If you want to know more about me, LET'S HAVE A TALK.
My Skills and Competencies
Bookkeeping
Graphic Designer
Data Entry
Content Creator
Attention to Detail
Organizational Skills
Certificates
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My Experience and Education
2015
-
2023
Bank of the Philippine Islands
(Customer Sales and Service Associate)
• Processes over-the-counter transactions, such as: cash and check deposits, withdrawals, encashments/check payments, bills payments and miscellaneous transactions.
• Ensures proper documentation and timeline implementation of bank documents.
• Answers clients’ inquiries, handles client complaints and aims to
proactively address client concerns.
• Processes auxiliary transactions such as but not limited to: foreign exchange, sale of manager’s check and demand draft, remittance, bills purchase, debit card and checkbook requests, bank certification and bank statement requests, check-free enrollment, stop payment order, etc.
• Coordinates with various units in the bank to service requirements of clients.
• Conducts surprise-counts once a month on all accountable forms and
cash-in-vault to ensure proper monitoring of inventory.
• Handles request for amendments/updating of customer’s bank records.
• Encodes in all available reporting tools to document the results of client conversations.
• Attends promptly to customer transactions, inquiries and requests, and provide customer feedback.
• Conducts KYC (Know Your Customer); explains clearly the terms and conditions to customer.
• Processes opening of accounts and ensures only one record is used.
• Performs cross-selling to a defined list of Personal Banking customers and leads from Customer Relationship Marketing (CRM) programs.
• On-boards clients to and promotes usage of digital channels.
2012
-
2015
Philippine Bank of Communications
(Branch Service Associate)
• Delivering/picking-up of cash to/from clients/branches/Bangko Sentral ng Pilipinas; acting as the official
representative to BSP for cash requirements.
• Processing picked-up transactions, such as deposit (cash and checks), withdrawal, encashment and issuance of manager’s check.
• Verifying of checks, withdrawal slips & other bank documents for technicalities & authenticity of client’s
signature.
• Cash loading and unloading of ATM offsite.
• Exercising proper & efficient filing, retrieval, safekeeping & maintenance of records & documents of the branch.
• Participated in migration of branch system.
My Services
Data Entry Specialist
Detail-oriented and organized to ensure that data is entered accurately and in a timely manner.
Content Creator
Create engaging content that resonates with the target audience and helps to promote the business.
Web Researcher
Collect and organize data in a way that makes it easy to analyze and use.
Online Bookkeeping
Helps business owners and organizations track their income and expenditures.
Customer Service
Ensures customer satisfaction by addressing customer inquiries, concerns, and complaints promptly and efficiently.