JAEZEL R. DE VERA
Blk 37 Lot 9 Southwynd, Brgy Sta Monica San Pablo City
Summary
- Ability to multi-task and work with minimum supervision.
- Able to understand and analyze numerical information and to make the right conclusion and decisions.
- Works well under pressure, focused and output-driven.
- Ability to execute speedy and effective resolution of customer issues and complaints.
Overview
11
11
years of professional experience
Work History
Customer Advisor
Security Bank Corp.
04.2022 - Current
- Performs bank account opening, KYC, AML verifications, ID and signature verification
- Managing and growing the existing portfolio of the branch by cross-selling and in-house selling of bank's products and services
- Assessing customer needs and ensuring prompt and efficient service delivery in compliance with the bank’s service standards.
- Followed all safety and security protocols to ensure the continuous operation of the bank
- Developed and implemented new customer service procedures, resulting in increased customer satisfaction
CSS- Teller
Security Bank Corp.
03.2022 - 04.2019
- Processing of financial transaction within the service standard of the bank.
- Verifies and investigates significant movement of transaction to comply with AMLA rules and regulations
- Handling of inventory and monitoring of working and non-working supplies
- Co-custodian to the Main Vault and Cash safe
- Call outs to verify and ensure that client’s transaction are commensurate with the declared source of funds and nature of business to comply with AMLA rules and regulations
Quality Assurance Analyst
Security Bank Corp.
04.2014 - 02.2019
- Responsible for daily review of branch daily transactions to ensure all processed transaction were accurately recorded in compliance with bank procedures.
- Review of account information and account opening requirements, to ensure compliance with KYC policies, procedure and guidelines based on BSPS and AML regulations
- Data Reconciliation of client accounts by cross-checking data from multiple sources.
- Report/Investigates any internal and external frauds and major operational lapses to proper channels for immediate action.
- Identifying and assessing risks in banking operations
- Preparing reports on quality assurance findings, including errors, compliance gaps, and service issues.
- Assisting in regulatory audits and external inspections conducted by financial authorities
Education
Bachelor of Science - Business Administration
01.2010
Skills
- Complaint handling
- Teamwork
- Active learning
- Policies and procedures adherence
- Complaint resolution
- Customer service
References
- Millecent Ann Carriedo,
Branch Channel Manager
stacruz@securitybank.com.ph,
+639178226107
Security Bank Corporation
- Monina Cullano
Universal Teller
monina.cullano@securitybank.com.ph
+639062368560
Security Bank Corporation
- Ma Fe Illyn Cabrera
Customer Advisor officer
mafe.cabrera@securitybank.com.ph
+639509715826
Security Bank Corporation
Timeline
Customer Advisor
Security Bank Corp.
04.2022 - Current
CSS- Teller
Security Bank Corp.
03.2022 - 04.2019
Quality Assurance Analyst
Security Bank Corp.
04.2014 - 02.2019
Bachelor of Science - Business Administration
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