Jay-An P. Aguilar
Bacuranan, Passi City, Iloilo
Summary
Dedicated and customer-oriented banking professional with hands-on experience in New Accounts processing and teller operations at Philippine National Bank. Skilled in client onboarding, account documentation, compliance and delivering excellent customer service. Seeking to further contribute expertise in branch operations and relationship management in a dynamic financial institution.
Overview
6
6
years of professional experience
Work History
New Accounts Associate / Bank Teller
Philippine National Bank - Jaro Branch
04.2024 - Current
- Assisting the client in opening a savings, current, and time deposit accounts, ensuring compliance with KYC and AMLA requirements.
- Guided clients in completing account opening forms and explained product features, fees, and requirements.
- Verified identification documents and ensured adherence to regulatory and internal bank policies.
- Handled account maintenance requests such as updating client records, replacement of ATM cards, and processing signatures.
- Processed cash transactions, withdrawals, deposits, fund transfers, and check encashment with accuracy.
- Delivered frontline customer service by resolving inquiries and assisting clients with banking needs.
- Ensured accuracy in balancing daily transactions and collaborated with colleagues during audits and compliance checks.
Member Relations Officer - Region 6
National Confederation of Cooperatives (NATTCO)
07.2022 - 03.2024
- Recruit new members.
- Refers and promotes other NATTCO products and services in coordination with different groups.
- Maintains and updates member's directory.
- Responds to queries, concerns, and problems of members NATTCO products and services.
- Reaches, communicates, connects, and visits members for data collection and interim FS.
- Assist in the department activities that foster good relations among members and peer groups.
Book Keeper
TSKI Multi-Purpose Cooperative
06.2019 - 02.2022
- Oversee the company's financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, daily financial entries, and bank reconciliations.
Education
Bachelor of Science - Business Administration
Passi City College
Passi City, Iloilo04-2019
Skills
- New Account Opening & Documentation
- KYC Compliance
- Customer Relationship Management
- Teller Operations & Cash Handling
- Data Privacy Act Compliance
- Problem Solving & Conflict Resolution
- Attention to Detail & Accuracy
- Teamwork & Adaptability
Languages
English
Tagalog
Hiligaynon
Timeline
New Accounts Associate / Bank Teller
Philippine National Bank - Jaro Branch
04.2024 - Current
Member Relations Officer - Region 6
National Confederation of Cooperatives (NATTCO)
07.2022 - 03.2024
Book Keeper
TSKI Multi-Purpose Cooperative
06.2019 - 02.2022
Bachelor of Science - Business Administration
Passi City College