BACHELOR OF ELEMENTARY EDUCATION
UNIVERSITY OF BOHOL
“Versatile professional with extensive banking experience and virtual assistant expertise. Skilled in customer relationship management, financial services, and remote administrative support. Known for delivering exceptional service while maintaining accuracy and confidentiality in all client interactions.”
UNIVERSITY OF BOHOL
Ensuring KYC is done on clients who wants to open an account with the bank.
Monitoring of Time Deposit and Accounts High Risk client In and Out transactions.
Explain Account Options New accounts officers must be up to date on all account products and services.
Solicit Other Products and Services.
Ensure Security and Privacy New accounts officers are responsible for maintaining the security and confidentiality of new accounts.
We do sales in this position, top priority are selling insurance to Filipinos so that to enjoy life today and plan for a better tomorrow. Aside from it, we give free financial consultation to our clients who wants to learn on how to manage their finances. We also are the one task to process and transact payments, collect legal documents, and update clients with regard to their policies. Moreover, we take care of our clients and ensure they are provided with information running in our community, we build trust and friendship on succeeding in this role.
The role is a combination of operation and sales, we are task to call applicant who wants to work abroad, a skilled worker is what we are looking for, with our job role we have to make sure that applicant is fit and capable of the role he or she is applying for, other than interviewing and cold calling we also do the follow ups and the whole process of lodging our candidate into the VISA application.
Top responsibility are regarding payroll, making sure the employees get the right and proper amount of their salary. More on engaging in numbers and attendances. Side priorities are entertaining employees concern and making sure to hire right and appropriate employees for the company.
To fit the role, you have to be a multitasker and a good time handler. This qualities I possess are build thru experience and I am happy to offer it also in your company.
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.
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.