Diana Marie Concepcion
Bacolod City
Summary
Efficient Branch Operations Assistant recognized for high productivity and ability to complete tasks efficiently. Skilled in data entry, customer service, and financial reporting, ensuring smooth branch operations. Excel at communication, problem-solving, and time management, contributing to team success and customer satisfaction through proactive engagement and operational excellence.
Overview
8
8
years of professional experience
Work History
Branch Operations Assistant
Manulife Philippines
Bacolod City, Negros Occidental
08.2007 - 01.2016
- Managed branch files per recordkeeping and compliance requirements.
- Managed customer inquiries promptly and professionally.
- Prepared reports on branch performance as needed for management review.
- Processed incoming payments, withdrawals, transfers, and other transactions accurately and timely.
- Performed data entry and record keeping duties to ensure accuracy of financial records.
- Reviewed loan applications for completeness before submitting them for processing.
- Attended meetings and training sessions as required by management team.
- Assisted organizational efforts by filing, entering data and answering phones.
- Maintained positive working relationship with fellow staff and management.
- Assisted in the daily operations of the branch office, including customer service and administrative tasks.
Education
Bachelor of Science - Information Management
University of Negros Occidental - Recoletos
Bacolod City03-2002
Skills
- Transaction processing
- Data entry
- Record keeping
- Customer relationship management
- Cash handling proficiency
- Spreadsheet creation
- Multitasking Abilities
- Email management
Languages
Filipino
First Language
English
Intermediate (B1)
B1
References
References available upon request.
Timeline
Branch Operations Assistant
Manulife Philippines
08.2007 - 01.2016
Bachelor of Science - Information Management
University of Negros Occidental - Recoletos
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