Francheska Galda
Silang
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Manager
BDO Unibank
Metro Manila
06.2020 - 12.2024
- Communicate regularly with clients to address inquiries and schedule meetings about account performance and financial products
- Build and maintain strong client relationships by understanding their financial goals and updating profiles
- Resolve client concerns by coordinating with internal teams such as operations and compliance
- Prepare and send account statements and performance reports
- Collaborate with sales and advisory teams to support business growth
- Ensure compliance with laws and company policies while monitoring accounts for unusual activity
Education
Finance - Business Administration
Cavite State University
Silang Cavite Philippines07-2018
Skills
- Excellent ability to interact and communicate effectively with others
- Skilled at understanding financial products and explaining them clearly to clients
- Strong problem-solving abilities with a focus on customer satisfaction
- Well-organized and capable of handling multiple client accounts efficiently
- Prior experience in financial services or account management is desirable
- A bachelor’s degree in finance, business, or a related discipline is typically expected
Accomplishments
- Team Leadership Award
- Client Service Excellence Award
Affiliations
- Volunteering for community service or charity organizations
- Participating in sports or fitness routines
- Learning new skills or hobbies
- Traveling and exploring new cultures
- Attending workshops, seminars, or self-improvement courses
Certification
- Project Management Professional (PMP)
Languages
tagalog
First Language
Timeline
Account Manager
BDO Unibank
06.2020 - 12.2024
Finance - Business Administration
Cavite State University
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