Quickbooks
Gelianne Kate Pagonzaga
Customer Service Representative | Virtual Assistant
Batasan Hills, Quezon City
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. My experience in the banking sector has equipped me with a strong foundation in customer service, attention to detail, and financial transactions, all of which I believe will be valuable assets in my freelance endeavors.
Overview
7
7
years of professional experience
Work History
CSR- Bank Teller
Metrobank
Quezon City
09.2018 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Leveraged sales expertise to promote products and capitalize on upsell opportunities.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Assisted with training of new tellers on policies and procedures.
- Monitored and reported suspicious activity in line with bank security policies.
Accounting Assistant
STONEPRO TRADING CORP
Quezon City
04.2016 - 09.2018
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Used accounting software to prepare weekly and monthly financial reports.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- 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.
Education
Bachelor of Science - Business Administration, Financial Management
New Era University
Quezon City, Philippines 01.2013 - 1 2016
Bachelor of Science - Mechanical Engineering
New Era University
Quezon City, Philippines 01.2010 - 1 2011
Skills
Complaint resolution
Report preparation
MS Office expert
Account Reconciliation
Customer Response
Bookkeeping
Office management
Software
Canva
Timeline
CSR- Bank Teller
Metrobank
09.2018 - Current
Accounting Assistant
STONEPRO TRADING CORP
04.2016 - 09.2018
Bachelor of Science - Business Administration, Financial Management
New Era University
01.2013 - 1 2016
Bachelor of Science - Mechanical Engineering
New Era University
01.2010 - 1 2011