Bachelor of Science in Business Administration Major in Management
St. Paul University QC
I am an experienced professional with a degree in Business Management and over 9 years of work experience in the banking and BPO industries. My expertise lies in customer service, marketing, data entry, calendar and inbox management, appointment setting, web research, social media management, graphic design, and content writing. I am proficient in different virtual assistant tools such as MS Office applications (Word, Excel, PowerPoint), G-Suite (Gmail, Docs, Drive, Spreadsheets), Canva, Slack, Discord, Zoom, Trello, Asana, Hootsuite, Filmora and Adobe Photoshop. I have displayed an exceptional ability to answer customers' face-to-face, telephone, and email inquiries accurately and in a timely manner. I am a team player, driven, and highly motivated person. I am confident in my ability to make anything I put my mind to success. I am a fast learner and have solid analytical and communication skills. Moreover, I have extraordinary attention to detail, can work under pressure, and can follow new processes to meet deadlines accurately and effectively. My top priority is to help you achieve your business goals.
St. Paul University QC
- Worked full-time for a US client that sells healthcare products.
- Responsible for retaining customers by providing excellent customer service skills.
- Answered inbound calls from existing customers and assisted them with their questions regarding orders about tracking packages, pricing, returns, and product usage.
- Responsible for selling additional products and helping customers reach their health goals.
- Responsible for accurately entering customer data into databases, maintaining customer data, and updating customer information as needed.
- Conducted 25-minute one-on-one English lessons for young and professional Chinese learners and evaluate their performance by creating lesson memos with necessary feedbacks and corrections about the topics discussed.
- Responsible for offering product solutions to the financial needs of BPI Customers.
- Tasks included are cross-selling and upselling available services such as deposit accounts or loan facilities, providing excellent customer service and after-sales service, and submitting sales reports on a regular basis.
- Responsible for ensuring that customer accounts are accurate and up to date and that all transactions are properly recorded.
- Assisted walk-in customers regarding after-sales inquiries, complaints, or requests for all loan-type products.
- Acceptance and encoding of comprehensive policies, post-dated checks, and other loan documents into databases.
- Responsible to assist customers with any payment-related issues.
- Coordinates with different departments to fulfill clients' requests, such as but not limited to requests for loan documents, reversal of overcharge of bank's fee, and computation of early settlement balance/amortization schedule.
- Provides information by accessing alphabetical and geographical directories.
- Assists customers with special billing requests, such as charges to a third party and credits or refunds for incorrectly dialed numbers or bad connections.
- May handle emergency calls and assist children or people with physical disabilities to make telephone calls.
Creating content, analyzing engagement data, interacting with customers, and planning digital campaigns.
Maintaining a record of all financial transactions, including purchases, expenses, sales revenue, invoices, or payments.
Provides all kinds of virtual assistance admin tasks such as research, email, inbox, or travel management.
Reviewing and ensuring accuracy and completeness of data by organizing and maintaining a filing system.