Caryl Jane Bercades-Geroy
Himamaylan
Summary
Licensed Financial Advisor with a proven track record at Sun Life of Canada (Philippines), Inc., excelling in relationship building and investment advice. Leveraged analytical thinking to help clients achieve financial goals, fostering trust and loyalty. Expertise in regulatory compliance and quality assurance, ensuring adherence to industry standards while enhancing client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Sun Life of Canada (Philippines), Inc
07.2020 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped clients established and achieved financial goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Customer Service Teammate
EPerformax Contact Centers & BPO
04.2021 - 04.2022
- Answered calls of customer concerns, addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services.
- Educated customers about billing, payment processing and support policies and procedures.
- Met customer call guidelines for service levels, handle time and productivity.
Science Research Specialist
Department Of Science And Technology
12.2017 - 09.2019
- Performed sensory evaluation testing such as Triangle Test, Difference From Control Test, Hedonic Scaling and Acceptability Test.
- Worked collaboratively with clients on testing parameters.
- Prepared shelf-life designs.
- Worked with the Shelf Life Laboratory Head in preparation of sensory evaluation training materials and Shelf Life Study reports.
Quality Assurance Officer
Tangerine Kitchen Bread and Pastries
06.2015 - 12.2017
- Developed and implemented comprehensive quality assurance plans to monitor product quality by establishing food safety procedures adherence to regulatory standards of Food and Drugs Administration (FDA).
- Monitored activities and supporting systems to meet compliance regulations.
- Developed training programs for employees to enhance their understanding of quality assurance principles and practices such as Good Manufacturing Practices (GMPs) and Sanitation Standard Operating Procedures (SSOPs)
- Investigated customer complaints and performed corrective actions to resolve quality issues, by performing root cause analysis to identify and resolve quality issues and defects.
- Assessed product quality by monitoring quality assurance metrics, reports and dashboards.
- Achieved customer satisfaction with thorough audits of products, ensuring adherence to standards.
Quality Assurance Head
Fresh Cuts Agri Cebu Corporation
06.2013 - 05.2015
- Developed quality assurance plans by establishing critical limits; monitoring procedures; preventive and corrective actions.
- Conducted daily monitoring procedures and regular audits to ensure adherence to established protocols, maintaining consistency across the organization.
- Trained employees on quality assurance principles, fostering a culture of accountability and high performance.
- Facilitated communication between departments regarding quality concerns, fostering collaboration towards shared goals.
- Enhanced product quality by implementing comprehensive QA processes and procedures.
- Helped comply the requirements of National Meet Inspection Service (NMIS) for GMP accreditation.
Education
Certificate of Professional Education -
Cebu Technological University
Cebu City, Province Of Cebu09-2019
Bachelor of Science - Food Technology
Visayas State University
Baybay, Province Of Leyte04-2012
Skills
- Sales expertise
- Relationship building and management
- Regulatory compliance
- Analytical thinking
- Investment advice
Certification
National Certificate II in Cookery
Timeline
Customer Service Teammate
EPerformax Contact Centers & BPO
04.2021 - 04.2022
Financial Advisor
Sun Life of Canada (Philippines), Inc
07.2020 - Current
Science Research Specialist
Department Of Science And Technology
12.2017 - 09.2019
Quality Assurance Officer
Tangerine Kitchen Bread and Pastries
06.2015 - 12.2017
Quality Assurance Head
Fresh Cuts Agri Cebu Corporation
06.2013 - 05.2015
Certificate of Professional Education -
Cebu Technological University
Bachelor of Science - Food Technology
Visayas State University
Similar Profiles
Jonnel Fuentes FranciaJonnel Fuentes Francia
Licensed Financial Advisor at Sun Life of Canada (Philippines) Inc.Licensed Financial Advisor at Sun Life of Canada (Philippines) Inc.
NEIL PARILLANEIL PARILLA
Business Unit Manager at Sun Life of Canada (Philippines) Inc.Business Unit Manager at Sun Life of Canada (Philippines) Inc.
Charlene LabradorCharlene Labrador
Client Service Associate III at Sun Life Of Canada Philippines IncClient Service Associate III at Sun Life Of Canada Philippines Inc
Ryan Christopher PilladaRyan Christopher Pillada
Medical Technologist at MP Analysis & Laboratory, Inc.Medical Technologist at MP Analysis & Laboratory, Inc.
Meah Bautista EdangMeah Bautista Edang
CORPORATE LOGISTIC, REPAIR AND MAINTENANCE HEAD at GC&C INC/HOMEWORLD CONSTRUCTION/PROXIMA CENTAURI/ONE COMMUNITIES VALLEY OF PEACE AND WEGAPLAS CORP.CORPORATE LOGISTIC, REPAIR AND MAINTENANCE HEAD at GC&C INC/HOMEWORLD CONSTRUCTION/PROXIMA CENTAURI/ONE COMMUNITIES VALLEY OF PEACE AND WEGAPLAS CORP.