Summary
Overview
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
Generic
Jerick B. Calimlim

Jerick B. Calimlim

BS Accountancy
Dagupan City

Summary

Sales Officer with strong background providing team leadership, creating brand vision and strategizing sales distribution channels. Expert at growing business by attracting new clients, interested investors and strategic partners. Led by example to demonstrate cooperation, dedication and diligence to drive results and achieve sales goals. Fostered long-term relationships and provided post-sales follow ups with clients for maximum satisfaction.

Overview

18
18
years of professional experience
2
2
Languages

Work History

Sales Officer

Bank Of Makati
10.2023 - Current
  • The Sales Officer is responsible for developing, implementing, and managing sales strategies to drive the growth and profitability of Bank of Makati. This role oversees the bank's sales team, ensuring that sales targets are met while fostering long-term relationships with clients and promoting the bank’s financial products and services.
  • Enhanced customer satisfaction with timely follow-ups and personalized service.
  • Responded to customer needs by answering questions and providing detailed information about Products and Services.
  • Cultivated strong relationships, establishing trust and loyalty among clients.

Account Officer Auto

Sterling Bank Of Asia
11.2022 - 06.2023
  • The Account Officer for Auto Loans is responsible for promoting and selling the bank’s auto loan products to individual and corporate clients. The role involves building strong relationships with car dealers and clients, ensuring loan applications are processed efficiently, and meeting sales targets while adhering to the bank’s policies and regulatory guidelines.
  • Managed accounts payable and receivable, ensuring prompt payment and accurate recordkeeping.
  • Developed strong relationships with clients by promptly addressing inquiries or concerns related to their accounts.
  • Effectively communicated complex financial information to non-financial personnel within the organization, fostering improved understanding of key performance indicators and overall company health.

Sales Head

Chevrolet Dagupan
02.2022 - 10.2022
  • The Sales Head in a car dealership oversees all aspects of the dealership’s sales operations. This includes managing the sales team, developing strategies to achieve sales targets, building strong relationships with customers, and ensuring a seamless customer experience. The role involves analyzing market trends, optimizing sales processes, and ensuring the dealership remains competitive in the automotive market.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.

Account Officer Auto

Maybank Philippines Inc
11.2018 - 12.2020
  • The Account Officer for Auto Loans is responsible for promoting and selling the bank’s auto loan products to individual and corporate clients. The role involves building strong relationships with car dealers and clients, ensuring loan applications are processed efficiently, and meeting sales targets while adhering to the bank’s policies and regulatory guidelines.

Customer Service Head / Account Officer Auto

Rcbc Savings Bank
01.2016 - 11.2018
  • The Customer Service Head is responsible for overseeing and managing the overall operations and performance of the customer service team at RCBC. The role focuses on ensuring the delivery of excellent customer service, resolving client issues efficiently, and maintaining compliance with the bank’s policies and regulatory standards. The Customer Service Head also works to enhance the customer experience by implementing service improvements and training staff to meet service excellence standards.
  • The Account Officer for Auto Loans is responsible for promoting and selling the bank’s auto loan products to individual and corporate clients. The role involves building strong relationships with car dealers and clients, ensuring loan applications are processed efficiently, and meeting sales targets while adhering to the bank’s policies and regulatory guidelines.


Customer Service Associate

Philippine Savings Bank
06.2008 - 10.2015
  • The Customer Service Associate (CSA) at PSBank plays a critical role in delivering exceptional customer service by assisting clients with their banking needs. The CSA is responsible for performing over-the-counter transactions, addressing customer inquiries, and promoting the bank’s products and services to enhance customer satisfaction and achieve branch goals.
  • Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
  • Maintained a high level of product knowledge, providing accurate information to customers.

Service Support Staff

East West Bank
07.2007 - 05.2008
  • The Service Support Staff (SSS) provides essential support to ensure the smooth and efficient operation of branch activities. This role involves assisting in administrative and operational tasks, handling back-office functions, and ensuring that the branch complies with internal policies and external regulations. The SSS works closely with the customer service and operations teams to deliver quality service and support to clients.

Education

MBA - Accountancy

Lyceum Northwestern University
Dagupan, Province Of Pangasinan, Philippines
04.2001 - 05.2006

High School Diploma -

Dagupan City National High School
Dagupan, Province Of Pangasinan, Philippines
04.2001 - 05.1995

West Central Elementary School 1
Dagupan, Province Of Pangasinan, Philippines
04.2001 - 05.1995

Skills

Promotional sales events

Profile and revenue-generating strategies

Brand building

Relationship building

Sales planning

Team collaboration

Sales reporting

Effective negotiation

Client retention

Market research

Lead generation

Sales training

Personal Information

  • Date of Birth: 08/08/81
  • Gender: Male
  • Nationality: Filipino
  • Marital Status: Married

Disclaimer

I solemnly declare that all the information furnished in this document is free of errors to the best of my knowledge., Dagupan, 01/16/24

Timeline

Sales Officer

Bank Of Makati
10.2023 - Current

Account Officer Auto

Sterling Bank Of Asia
11.2022 - 06.2023

Sales Head

Chevrolet Dagupan
02.2022 - 10.2022

Account Officer Auto

Maybank Philippines Inc
11.2018 - 12.2020

Customer Service Head / Account Officer Auto

Rcbc Savings Bank
01.2016 - 11.2018

Customer Service Associate

Philippine Savings Bank
06.2008 - 10.2015

Service Support Staff

East West Bank
07.2007 - 05.2008

MBA - Accountancy

Lyceum Northwestern University
04.2001 - 05.2006

High School Diploma -

Dagupan City National High School
04.2001 - 05.1995

West Central Elementary School 1
04.2001 - 05.1995

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Jerick B. CalimlimBS Accountancy