Alvin De la Peña
Rodriguez, Rizal,Philippines
Summary
Sales and Service Officer with expertise in delivering exceptional customer experiences through effective relationship management. Proven ability to train and mentor new staff, enhancing team performance and operational efficiency. Skilled in monitoring banking transactions to identify suspicious activities, ensuring compliance and security.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sales and Service Officer
Philippine National Bank
09.2024 - Current
- Trained new staff to elevate team performance through knowledge sharing.
- Monitored daily banking transactions, reporting suspicious activities to combat fraud.
- Developed relationships with individual and business clients to strengthen loyalty.
- Managed customer bank accounts by opening, closing, and updating details as needed.
- Advised clients on financial services including savings, loans, and investment options.
- Processed various financial transactions such as deposits, withdrawals, and transfers accurately.
Sales and Service Associate
Philippine National Bank
01.2014 - 09.2024
- Balanced branch totals and prepared reports for back-office functions.
- Executed account opening and deposit servicing transactions.
- Processed payments, receipts, and monetary transactions efficiently.
- Addressed customer inquiries and resolved requests promptly to ensure satisfaction.
- Elevated complaints to supervising officer for appropriate resolution when necessary.
- Cross-sold bank products by responding to inquiries and promoting new services.
- Informed customers about product promotions to enhance engagement.
Education
Bachelor of Science - Business Administration Major in Financial Management
National College of Business and Arts (Cubao Campus)
Quezon City01.2013
Skills
- Commitment to customer excellence
- Analytical problem solving
- Effective decision making
- Resourcefulness and initiative
- Trustworthiness and ethics
- Customer relationship management
- Planning and organization skills
- Data management expertise
- Computer literacy
Custom Section
- Microsoft Software packages
- Open Office Software packages
- Commitment to Excellence
- General Math Skills
- Change Management
- Career Progression
- Commitment to Customer Excellence
- Problem Solving
- Decision Making
- Resourcefulness
- Trustworthiness
- Customer Relationship Management
- Moral Principles and Ethical Standards
- Planning and Organizations
- Data Management
- Computer Literacy
- Initiative
- Self Confidence
References
- Jenalyn Ronquillo, Branch Manager, Philippine National Bank, San Mateo, Rizal, Philippines, +639178677655
- Lilybeth K. Tantiado, Sales and Service Head, Philippine National Bank, San Mateo, Rizal, Philippines, +639178142950
- Shaly Catibog, Sales and Service Officer, Philippine National Bank, San Mateo, Rizal, Philippines, +639171609826
Certification
- Tellers Training Program January - February 2014
- Signature Verification Seminar - January 2014
- Counterfeit Detection Seminar February 2014
- New Accounts Seminar - December 2017
- ICC & Fraud Prevention Seminar - August 2018
Timeline
Sales and Service Officer
Philippine National Bank
09.2024 - Current
Sales and Service Associate
Philippine National Bank
01.2014 - 09.2024
Bachelor of Science - Business Administration Major in Financial Management
National College of Business and Arts (Cubao Campus)