JAYSON A. TOLEDO
Sales And Service Associate / Senior Clerk
Surallah
Summary
Sales and service professional with 7+ years of experience in banking operations, customer service, and product sales at Philippine National Bank. Skilled in branch balancing, report preparation, client interviews, and cross-selling financial products. Strong track record of maintaining accuracy, supporting compliance requirements, and delivering high customer satisfaction.
Overview
8
8
years of professional experience
10
10
years of post-secondary education
Work History
Sales and Service Associate / Senior Clerk
Philippine National Bank
11.2018 - Current
- Manage daily branch operations including balancing, clearing, and preparation of internal and regulatory reports.
- Ensure accurate reconciliation of branch totals and timely submission of required documentation in compliance with bank standards.
- Assigned as New Accounts Clerk, handling 20–40 daily requests including account opening, KYC/compliance screening, customer risk assessment, client inquiries, and documentation processing in accordance with bank regulations.
- Support branch administrative functions including inventory monitoring and processing payments for utilities and other operational expenses.
- Maintain accurate filing and documentation of client records to support audit readiness and regulatory compliance.
- Assigned as Teller, processing approximately 60–250 daily transactions, including deposits, withdrawals, balance inquiries, check encashments, OTC bills payments, local and international fund transfers, and foreign exchange (FX) conversion, while providing customer support for related banking services.
- Conduct client interviews to identify needs and cross-sell relevant banking products and services to support branch revenue and customer retention.
Sales Executive
Dwightsteel Buildings Inc.
07.2018 - 09.2018
- Promoted company products by presenting clear value propositions to targeted market segments and prospective clients.
- Generated leads and converted prospects through product presentations, site coordination, and negotiation.
- Met assigned sales targets by managing the full sales cycle from prospecting to closing.
- Maintained strong client relationships through after-sales support, issue resolution, and follow-ups to encourage repeat business.
Business Consultant - Intern
Department of Trade and Industry – Negosyo Center
11.2017 - 02.2018
- Conducted business assessments for micro-enterprises to identify operational gaps and improvement opportunities.
- Developed practical action plans and recommendations to improve workflow efficiency, productivity, and profitability.
- Assisted entrepreneurs in implementing improvement strategies aligned with DTI programs and support services.
- Coordinated with stakeholders to support enterprise development initiatives and promote sustainable business growth.
Education
MBA -
Notre Dame of Marbel University
City Of Koronadal 06.2019 - 10.2025
Bachelor of Science - Marketing Management
Notre Dame of Marbel University
City Of Koronadal 06.2014 - 03.2018
Skills
Branch operations management
Customer service excellence
Adaptability and flexibility
Cross-selling and upselling
Reporting and documentation
Tech-Savvy
Attention to detail
Records management
Clerical support
Multitasking and organization
Complaint handling
Verbal and written communication
Languages
English
Advanced (C1)
Timeline
MBA -
Notre Dame of Marbel University
06.2019 - 10.2025
Sales and Service Associate / Senior Clerk
Philippine National Bank
11.2018 - Current
Sales Executive
Dwightsteel Buildings Inc.
07.2018 - 09.2018
Business Consultant - Intern
Department of Trade and Industry – Negosyo Center
11.2017 - 02.2018
Bachelor of Science - Marketing Management
Notre Dame of Marbel University
06.2014 - 03.2018