Summary
Overview
Work History
Education
Skills
Interests
Additional Information
Affiliations
Work Availability
Quote
Timeline
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Emily Alima

Emily Alima

Banker And Licensed Financial Advisor
Clarin

Summary

Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. 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. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

14
14
years of professional experience
8
8
years of post-secondary education
1
1
Language

Work History

Licensed Financial Advisor

Manulife Philippines
Tagbilaran City
04.2016 - 07.2022
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Delivered strategic investment advice for individual and corporate clients.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Helped clients make informed decisions about financial future.
  • Monitored and updated financial plans to comply with client goals.
  • Recommended specific investments to help clients meet financial goals.
  • Advised clients on investments, retirement and estate planning.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Researched and evaluated potential investment products for clients.
  • Presented financial plans and investment recommendations to clients.

Banker

Banco De Oro Universal Bank
Cebu And Bohol
03.2006 - 08.2011
  • Processed various transactions with accuracy and according to bank standards and legal requirements.
  • Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
  • Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
  • Went above and beyond with service to promote loyalty and support bank goals.
  • Answered bank phone lines and directed customers to appropriate department to address concerns.
  • Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
  • Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
  • Monitored transactions for compliance with regulations and identified supervisor of discrepancies.
  • Addressed customer inquiries, requests and complaints with courtesy and professionalism.
  • Educated customers about available services, products and bank resources.
  • Reviewed information in customer accounts and made recommendations for new products and services.
  • Responded proactively and positively to rapid change.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Accounting Staff

Aboitiz Transport Group ( ATS)
Cebu City
11.2003 - 09.2005
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Verified items billed against items ordered and reconciled differences through follow-up with vendor.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.
  • Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
  • Provided journal entries and performed accounting on accrual basis.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Maintained integrity of general ledger and chart of accounts.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Completed financial reports, providing insight into performance, operations and cash flow.
  • Trained new employees on accounting principles and company procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.

Education

High School -

University of San Carlos - South Campus
J. Alcantara St., Cebu City, Philippines 6000
06.1994 - 03.1998

Bachelor Of Science In Accountancy - Accounting

University of San Carlos - Main Campus
P. Del Rosario St., Cebu City, Philippines 6000
06.1998 - 03.2002

Skills

Financial planning

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Interests

Dancing

Travel

Sports

Reading & Writing

Photography

Blog

Banking

Financial planning

Additional Information

A full-time mom to two beautiful children. I am a very pro-active person, works best even under pressure and minimum supervision, a great team member as well as a leader. I always see to it that in everything I do, I only give the best. I am an achiever from elementary up to college and even graduated as a Cum Laude. I'm looking forward to work in a company that only deserves the best of my skills and abilities.

Affiliations

  • Toastmasters Club International member - 2003-2005

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Don't let the fear of losing be greater than the excitement of winning.
Robert Kiyosaki

Timeline

Licensed Financial Advisor

Manulife Philippines
04.2016 - 07.2022

Banker

Banco De Oro Universal Bank
03.2006 - 08.2011

Accounting Staff

Aboitiz Transport Group ( ATS)
11.2003 - 09.2005

Bachelor Of Science In Accountancy - Accounting

University of San Carlos - Main Campus
06.1998 - 03.2002

High School -

University of San Carlos - South Campus
06.1994 - 03.1998
Emily AlimaBanker And Licensed Financial Advisor