Eloise Fleur Balitaan
Account Supervisor
Las Pinas, Metro Manila,00
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
7
7
years of professional experience
Work History
Account Manager
JP Morgan
05.2022 - Current
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Trained new employees on customer service, money handling and organizing strategies.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Senior Finance Support
JP Morgan & Chase
01.2017 - 05.2022
- Designed and maintained financial models to identify and measure risks.
- Spearheaded successful merger integrations, harmonizing financial systems, policies, procedures across organizations for seamless transition.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed queries and performed analysis to optimize business intelligence.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
Education
Associate of Arts - Human Capital Management
De La Salle- College of Saint Benilde
Manila, Metro Manila, Philippines 04.2001 -
Bachelor of Science - Nutrition And Dietetics
Saint Scholastica's College
Manila, Metro Manila, Philippines 04.2001 -
High School Diploma -
Manresa School
BF Homes, Paranque City 04.2001 -
Skills
Task Prioritization
Lead Development
Trend forecasting
Business development and planning
Client Relationship Building
Self Motivation
Organizational Skills
Database Management
Opening and closing procedures
Management collaboration
Timeline
Account Manager
JP Morgan
05.2022 - Current
Senior Finance Support
JP Morgan & Chase
01.2017 - 05.2022
Associate of Arts - Human Capital Management
De La Salle- College of Saint Benilde
04.2001 -
Bachelor of Science - Nutrition And Dietetics
Saint Scholastica's College
04.2001 -
High School Diploma -
Manresa School
04.2001 -