Summary
Overview
Work History
Education
Skills
Timeline
Generic

Grace Ann Sison

Gapan, Province Of Nueva Ecija,00

Summary

Dynamic Client Relations Officer with a proven track record at BDO Unibank, excelling in customer service and retention strategies. Leveraged active listening and adaptability to enhance client satisfaction and foster long-lasting partnerships. Skilled in compliance and financial processes, ensuring operational excellence while promoting new services to clients.

Experienced with building and maintaining strong client relationships. Utilizes effective communication and problem-solving to ensure client satisfaction and loyalty. Track record of delivering customized solutions that address client needs and foster long-term partnerships.

Overview

13
13
years of professional experience

Work History

Client Relations Officer

BDO Unibank
04.2023 - Current
  • Provides customer service to the clients of the Bank by actively volunteering assistance
  • Manages the lobby traffic in the branch and directing/educating clients to use alternative electronic channels
  • Approves and overrides transactions
  • Ensure compliance to the Bank's Policies, procedures and requirements.
  • satisfaction by promptly addressing and resolving concerns in a professional manner.
  • Culture centered around excellent customer service delivery.
  • Enhanced customer satisfaction by promptly addressing and resolving concerns in a professional manner.
  • Managed client relations for improved retention rates and long-lasting partnerships.
  • Made customers aware of current and new programs and services.
  • Assisted customers with opening accounts and signing up for new services.

Accounting Assistant

BDO Unibank
02.2012 - 04.2023

Batching and Balancing of report against posting media and source documents

Vouching of CASA, TD, GL tickets, and other transaction slips.

Processing of outward checks

Compliance to standard operating policies and procedures/record keeping.

Passing of Work with GL entries and review GL reports.

Education

Bachelor of Science - Accountancy

Wesleyan University Philippines
Cabanatuan City, Province Of Nueva Ecija, Philippines
06-2007

Skills

  • Client retention strategies
  • Marketing
  • Customer relations
  • Customer service
  • Multitasking
  • Reliability
  • Team motivation
  • Active listening
  • Adaptability and flexibility
  • Verbal and written communication

Timeline

Client Relations Officer

BDO Unibank
04.2023 - Current

Accounting Assistant

BDO Unibank
02.2012 - 04.2023

Bachelor of Science - Accountancy

Wesleyan University Philippines
Grace Ann Sison