Hey I am Lyra

Philippine Savings Bank
(Customer service Representative - New Account Clerk)

1. Gathers and enters personal, financial, and regulatory information from new clients into the bank's core system to open checking, savings, or investment accounts.
2. Verifies all application details and supporting documents (IDs, addresses, social security numbers) to ensure regulatory compliance and prevent errors.
3. Compiles and files physical and electronic documents (signature cards, application forms, disclosure agreements) in an organized, easily retrievable manner.
4. Updates existing client records with changes to personal information, contact details, and account statuses (e.g., address change, name change).
5. Handles and stores sensitive financial and personal identifying information (PII) in compliance with industry and privacy regulations (e.g., banking laws).