BSBA- Financial Management
University of Nueva Caceres
N/A
University of Nueva Caceres
• Responsible for providing accurate, efficient and timely processing of over-the-counter transactions such as cash and check deposits, withdrawals, encashments, bills payments and other miscellaneous transactions.
• Cross-selling bank products to existing and new clients of the branch such as home loan, auto loan, personal loan, credit cards and nonlife/life insurance.
• Opening of New Accounts such as Regular Peso/Dollar Savings, Personal/Corporate Checking, Junior Savers, Prime Savers, Kabayan Peso/Dollar, and account for SSS Pensioners.
• Handling Time deposits, trust accounts, and other investments
• Organize and maintains files of records
• Receives a document, data entry, filing of documents and sorting files
• Answers telephone queries
• Assists in the completion of forms and retrieval of recorded documents
• Perform work related errands as requested such as going to banks.
• Assist old, new and prospective members by explaining and answering their queries.
• Receives loan application and sees to it that all requirements are in order by verifying authenticity of signatures and ensuring that forms are properly accomplished and written in legible hand.
• Updates members passbook for capital equity loan payments.
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.