Enthusiastic candidate with extensive experience in customer service. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Hi, I’m
ANALIE RODRIGUEZ
BANK STAFF
COMPOSTELA, CEBU
Summary
Overview
4
years of professional experience
3
Certifications
Work History
KATIPUNAN BANKING COPORATIONCOMPOSTELA, CEBU
LOANS ASSISTANT
09.2019 - Current
Job overview
- Communicated with 10 up to 40 customers daily to request information and complete paperwork
- Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions
- Reviewed application files to check for completion and compliance with institutional standards
- Identified potential risks or discrepancies during application process; promptly reported findings to Loan Officers for appropriate action
- Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans
- Assembled important paperwork and disclosures for borrower
KATIPUNAN BANKING CORPORATIONCOMPOSTELA, CEBU
SAVINGS ASSOCIATE
10.2023 - 12.2023
Job overview
- Enhanced client satisfaction by providing efficient and accurate account opening services.
- Strengthened client relationships by promptly addressing concerns and providing comprehensive information on banking products and services.
- Demonstrated exceptional attention to detail when reviewing account applications, ensuring data accuracy before submission.
- Handled confidential client information with discretion, adhering strictly to privacy policies and regulations.
- Worked varied hours to meet seasonal and business needs
Education
DR. AURELIO MENDOZA MEMORIAL COLLAGESIPIL, ZAMBOANGA SIBUGAY
Bachelor of Science from Business Administration
05.2019 - 05.2019
University Overview
MAJOR IN FINANCIAL MANAGEMENT
Skills
Computer competencies
Certification
BASIC BANKING TRANSACTION CAPACITY PROGRAM
Timeline
SAVINGS ASSOCIATE
KATIPUNAN BANKING CORPORATION
10.2023 - 12.2023
CASHIERS AND DIVISION REFRESHER COURSE
10-2022
LOANS REFRESHER COURSE
01-2020
LOANS ASSISTANT
KATIPUNAN BANKING COPORATION
09.2019 - Current
BASIC BANKING TRANSACTION CAPACITY PROGRAM
07-2019
DR. AURELIO MENDOZA MEMORIAL COLLAGES
Bachelor of Science from Business Administration
05.2019 - 05.2019
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