Bachelor of Science in Business Administration Major in Financial Management
Tarlac State University
Hi I am Jean Ethel, with 11 years of experience in financial industry and social media management, I have honed my abilities to keep your business on track. I enjoy helping entrepreneurs take control of their finances so they can focus on doing what they love. My goal is to make bookkeeping feel simple, positive, and empowering. I am also emotionally intelligent and work with honesty and integrity.
I look forward to hearing from you!
Tarlac State University
Facebook page management, marketing, content creation, copy writing and engagement
A. Branch Operations
o Executes the strategies formulated with the Area Head to meet the set branch targets.
o Conducts initial review of daily and monthly performance report and recommends to Area Head additional or modified sales strategies, if necessary.
o Leads subordinates in delivering excellent customer service to the clients to create opportunities to upsell and cross-sell all the products available in the branch.
o Leads sales activities to increase sales and revenue.
o Ensures compliance to company policies/guidelines and issues how cause memo, if needed.
B. Planning and Monitoring
o Monitors the overall operations of the assigned branch relative to the set targets.
o Prepares the annual budget for Area Head’s review and controls branch expense to save costs.
o Monitors and maintains tools, equipment and assets. Ensures that these are all in good condition.
o Controls and recommends leaves, overtime and shift scheduling of direct reports.
C. Item Acceptance and Monitoring
o Appraises the item being pawned and ensures that the appraisal value is accurate, item is properly sealed, labeled, and signed by client, and the details recorded int eh system are complete and accurate.
o Ensures the proper safekeeping of and accounting for pawned items.
o Conducts inventory and reconciliation of sold and items for sale.
D. Cash Monitoring
o Monitors the cash transaction in and out of the branch, checks the corresponding documents, and reports promptly to Area Head.
o Ensures security of the cash fund kept in the drawer and vault.
o Ensures that all cash are accounted.
o Manages branch funding requirements. Coordinates with Lead Liaison through Area Head for sufficient fund allocation.
o Forecasts daily cash requirements and strategizeson cash inflow ad outflow.
E. Client Management
o Coordinates to Branch and Partner Support Desk inquiries regarding processing of status of transactions in the branch.
o Maintains knowledge of the products offered in the branch to provide accurate response to clients’ inquiries.
o Ensures and maintains harmonious relationship between branch employees, clients and security guard. Takes the lead in calming the situation in case of arguments and/or misunderstanding.
F. Other Duties
o Attends to out of the branch activities, if needed.
o Ensures cleanliness of the branch premises and signage.
o Ensures that the required posters, notices, and other correspondence are posted in the proper location.
o Performed other related duties as assigned.
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.
Proficiency with accounting software (QuickBooks, Xero, or FreshBooks)