2011
Bachelor of Science in Accounting and Financial Management
Notre Dame University
More Info About Me
I began my career in banking right after college and spent 12 years learning the accounting process and providing excellent customer service. I started as a staff and worked my way up to a supervisory role, where I was responsible for managing and coaching my team. I strongly believe that investing in loyal and dedicated employees is crucial for a company to achieve its goals. For the past 5 years, I have been working in operations, which has helped me develop my accounting skills and people management abilities. I was also exposed to the marketing side of the business, where I was trained to acquire new clients and build strong relationships with them. I value my clients and believe that by satisfying their needs, we can establish a loyal and long-lasting connection with them.
I value my clients, team, and company highly as it reflects who I am as a person. I am loyal and dedicated, and I always strive to give my very best wherever I am placed by God. In my previous job, I worked for 11 years and was able to improve my skills through the company's academy and experience. The reason for my departure was due to personal reasons related to my marriage.
Now, I am starting a new journey in the online platform and I am looking for a company where I can begin my career as a virtual assistant. I am willing and eager to learn and be trained to match any job position. My dedication, loyalty, and willingness to learn set me apart from other candidates. I am seeking a long-term job where I can grow and become a valuable asset to the company.
My Skills and Competencies
Data Annotator
Customer Service
Data Entry
Accounting Bookkeeper
Certificates
×
![]()
My Experience and Education
2019
-
2022
Eastwest Banking Corporation
(Service Manager)
• Performs opening and closing of Store Server and change of business date
• Performs deactivation and activation of alarm system
• Performs opening and closing of vault combination – upper dial combination Ensures that “Know Your Client” (KYC), interview and screening are consistently done for all new and subsequent accounts
• Ensures that face-to face contact in account opening is being conducted
• Ensures that IDs presented by the client are acceptable, existing and unexpired and document at the back of the signature card that it was “confirmed”
• Verifies the accuracy and completeness of details of Customer Information Sheet (CIS) form and all the other required documents during account opening
• Ensures that deferral on submission of required primary and secondary documents are reported and approved by the RBG Head prior to account opening. Document deficiencies Cash and Tellering
2018
-
2019
Eastwest Banking Corporation
(Relationship Officer)
• Applies EastWest Sales Process to be able to profile clients, offer products and services.
• Grows managed accounts assigned at the start of the year.
• Gathers information on other bank's new products and marketing strategies and subsequently provide feedback to management
• Performs proper identification of clients (KYC) as stated in the Customer Engagement policy
• Discuss with clients the important details of the product/s being offered / opened ensuring adherence with the Circular No. 857 on disclosure and transparency, protection of client information, fair treatment, effective recourse and financial education
• Ensures completeness of all documents required for account opening/ updating.
• Performs compliance / governance and risk management requirements based on the policies and framework set by the bank
o Answers inquiries and responds appropriately to customers queries on products and services
o Conduct of proper AML/KYC Due Diligence upon on boarding and conduct of Enhanced Due Diligence for High Risk Clients
o Elevates customer issues and problems to proper authorities
• Solicits suggestions from clients on how to improve client servicing
2016
-
2018
Eastwest Banking Corporation
(Business Development Sales Officer)
• Applies East West Sales Process (to be able to solicit accounts and acquire new to bank clients)
• Improve product to client ratio by
• Selling Bancassurance, CLC, Home Loans & EEL
• Referring customers to Corporate Loans, Distribution, Wealth Management and Trust
• Gathers information on other Bank’s new products and marketing strategies and subsequently provide feedback to management
• Uses T24 SMMS for lead management
• Input pipelines;
• Document all appointments;
• Update the status of the pipelines;
• Track sales won or lost accounts;
• Performs compliance/governance and risk management requirements based on the policies and framework set by the bank.
• Performs customer service standards by applying the right attitude and skills using the EWB Service Pillars and Standards.
• Answers inquiries and responds appropriately to customers queries on products and services
• Elevates customer issues and problems to proper authorities
• Solicits suggestions from clients on how to improve client servicing
2015
-
2016
Eastwest Bank
(Service Associate)
Process over the counter bank transactions and
caters other related customer concerns
2012
-
2015
Eastwest Bank
(Sales Associate)
Open new to bank clients; conduct KYC interview
and provides excellent customer service.
Cross sell products and services to existing and
walk in clients.
My Services
Customer Service
handle complaints, provide appropriate solutions & follow up to resolve any issues their customers experience.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Accounting Bookkeeper
Incharge of financial data & compliance by maintaining accurate books & daily financial entries & reconcilia