DIANA ROSE MONTEMAYOR
Summary
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
9
9
years of professional experience
Work History
MARKETING ASSISTANT
BDO Unibank Inc.
04.2017 - 01.2025
DUTIES AND RESPONSIBILITIES:
- Handle customers in open and close/savings/checking, time deposit and investment accounts with proper KYC.
- Reviews all clients confidential information and documentation in accordance with the bank's compliance, regulations, and standards.
- Making sales referrals, suggest alternate channels and cross-sell products and services of the bank such as UITF, Corporate and Governments Bonds, Loans, Insurance and etc.
- Resolving complaints and account discrepancies. Answering clients inquiries and after sales services.
- IBM AS400, Microsoft D365, NLDS for account, inventory management and onboarding of clients accounts.
- Evaluate and document
Accounting Assistant
ELEAD DIONYSIUS TRADING CORP
10.2015 - 12.2016
- Processed payments and documents such as invoices, employee reimbursements, and payables.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
- Processed weekly payroll for over 20 employees, ensuring timely and accurate compensation.
- Making daily bank transactions deposits cash/ check for payments.
Education
Bachelor of Secondary Education -
ICCT Colleges
Cainta, Province Of Rizal, Philippines12-2014
Skills
- Flexible and Multi-Tasking
- Strong verbal and personal communication skills
- Strong attention to details of bank policies, regulations, and standards
- Excellent customer service skills, attentiveness, information and retention, tact and diplomacy in daling with both customer and employees
- Good organizational and time management skills
- Attention to detail
- Highly motivated
- Well organized
- Ability to work in team and individual environments
- Interest in absorbing and embracing new knowledge
- Customer Service
- Clerical work
- Reviewing Data
Personal Information
- Citizenship: Filipino
- Date of Birth: 12/01/1992
- Status: Married
- Address: 89 Maningning Street. Teachers Village East Quezon City
Languages
English
Tagalog
TRAINING & SEMINARS ATTENDED
- BASIC BANKING LAW - APRIL 2017
- ANTI-MONEY LAUNDERING ACT 101 - APRIL 2017
- ID DETECTION AND FRAUDULENT VERIFICATION - APRIL 2017
- ANTI-MONEY LAUNDERING ACT 102,104 & 105 - OCT-DEC 2017
- BUSINESS CONTINUITY - NOVEMBER 2018
- MARKETING SERVICES TRAINING 1-3 - SEPTEMBER 2019
- BPSS - TRUST PRODUCTS AND SERVICES - NOVEMBER 2019
- BPSS - BDO NOMURA, HOME LOANS,TBG RETAIL PRODUCTS
TBG CORPORATE PRODUCTS, BDO CAPITAL, BDO LIFE -NOVEMBER 2019
- BPSS - TRADE PRODUCST & SERVICES
PERSONAL LOANS AND CREDIT CARDS
- COMMERCIAL BANKING - NOVEMBER 2019
- UNIT INVESTMENT TRUST FUND - NOVEMBER 2019
- OCCUPATIONAL SAFETY AND HEALTH - OCTOBER 2020
- FINANCIAL LITERACY - JULY 2021
- DATA PRIVACY FUNDAMENTAL - MARCH 2021
- ANTI-SEXUAL HARASSMENT IN THE WORKPLACE - SEPTEMBER 2022
- OPERATIONAL RISK MANAGEMENT 101 - JANUARY 2022
- DATA PRIVACY ACT AND ACCOUNT CONFIDENTIALITY - MARCH 2023
- FINANCIAL CONSUMER PROTECTION - AUGUST 2024
- ANTI-MONEY LAUNDERING (102,110,111,109) - SEPTEMBER 2024
character references
May Cathleyn Pascua
Marketing Officer
BDO Teachers - Village Branch
3433-68-05
Blessie Rivera
Operations Officer
BDO Diliman -Matalino Branch
3434-27-65/8928-10-80
Mayrel Guarda
Customer Service Senior Analyst
Manulife Phils.
09157974540
Timeline
MARKETING ASSISTANT
BDO Unibank Inc.
04.2017 - 01.2025
Accounting Assistant
ELEAD DIONYSIUS TRADING CORP
10.2015 - 12.2016
Bachelor of Secondary Education -
ICCT Colleges
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