Jerlou Dela Pena
Reserve Officer - Jr Asst Manager
Angono, Rizal
Summary
Experienced bank professional | Proven Success in Risk Management, Compliance and Team Leadership.Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Junior Reserve Officer
Rizal Commercial Banking Corporation
Greenhills And Mandaluyong Area
08.2022 - Current
- * Reliever for absentee Business Center personnel.
- * Ensures strict implementation and consistent
- BSP/AMLA regulations and other external
- * Supports the business objectives through excellent customer service delivery and
- * Assumes the position of Service Manager (SM), Service Officer (SO), Service Associate(SA),
- Service Associate – Pickup Teller (SA – Pickup Teller) in their absence. All functions of the
- * Assists in performing compliance reviews on case to case as assigned by the Regional
- Service Head.
- * Performs ad hoc tasks i.e. special investigation/review, reconciliation of unbalanced accounts,
- ATM duty officers, etc. as assigned by the District Service Head.
- * Ensures that Business Center (BC) transactions are processed within the set limits, approvals and authorities as prescribed by Bank policies and/or the branch’s Operations Manual and
- * Analyzes and executes Service tasks geared towards increasing deposits, fees and revenues from bank products, Cross Selling referrals and other business initiatives
- * Performs additional basic compliance checks as requested by District Service Head, if any
- * Reports red flags observed during the duration of the branch assignment.
Sales and Service Officer / Acting Branch Manager
Unionbank of the Philippines
Metro East Region
02.2013 - 07.2022
- Bank operations officer and acting as Branch Manager, supports in audit and compliance.
- Enhanced customer satisfaction by efficiently addressing and resolving service-related issues.
- Achieved excellent audit rating with all the branches handled
Sales and Service Associate
Unionbank of the Philippines
Ortigas Business Center Area
06.2008 - 02.2013
- Tellering and cross-selling skills.
- Enhanced customer satisfaction by providing timely and efficient assistance in various service tasks.
On-the-job Trainee
Unilab
Mandaluyong
09.2007 - 11.2007
- Assists in HR Employee relations Group.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Supported departmental tasks to cater all employees needs
Education
Bachelor of Science - Major in Management (2004-2008)
Siena College of Taytay
Skills
Discipline and focus
Teamwork and collaboration
Operational planning
Problem-solving abilities
Time management
Multitasking
Decision-making
Self motivation
Analytical thinking
Adaptability
Reliability
Continuous improvement
Timeline
Junior Reserve Officer
Rizal Commercial Banking Corporation
08.2022 - Current
Sales and Service Officer / Acting Branch Manager
Unionbank of the Philippines
02.2013 - 07.2022
Sales and Service Associate
Unionbank of the Philippines
06.2008 - 02.2013
On-the-job Trainee
Unilab
09.2007 - 11.2007
Bachelor of Science - Major in Management (2004-2008)
Siena College of Taytay
Similar Profiles
Alyssa Linyette SombilloAlyssa Linyette Sombillo
Reconciliation Specialist at Rizal Commercial Banking Corporation- Head OfficeReconciliation Specialist at Rizal Commercial Banking Corporation- Head Office
Junn Eighteen NaveaJunn Eighteen Navea
Head- Policy Development and Cost Standards Dept. at Rizal Commercial Banking CorporationHead- Policy Development and Cost Standards Dept. at Rizal Commercial Banking Corporation
Allan GabionAllan Gabion
branch operations HEAD/Service Manager at Rizal Commercial Banking Corporationbranch operations HEAD/Service Manager at Rizal Commercial Banking Corporation