Jessica Thereze Balina
Meycauayan, Province of Bulacan,BUL
Summary
Dynamic customer service professional with extensive experience at The Metropolitan Bank & Trust Company. Seasoned Bank Executive highly effective at turning corporate mandates into actionable policies that optimize operations and grow revenue. Resourceful, forward-thinking leader talented at keeping bank at forefront of market. Believe in cultivating management team from within.
Overview
11
11
years of professional experience
Work History
Customer Service Representative - New Accounts
The Metropolitan Bank & Trust Company
01.2023 - Current
- Opening new accounts:This involves gathering necessary information, completing account forms, and ensuring compliance with bank policies and regulations.
- Assisting with existing accounts:Providing information about account features, resolving inquiries, and assisting with transactions.
- Cross-selling bank products:Identifying customer needs and suggesting appropriate products and services, such as loans, investment options, and insurance.
- Providing customer service:Handling inquiries, resolving complaints, and ensuring customer satisfaction.
- Processing transactions:Dealing with deposits, withdrawals, and other banking transactions.
- Compliance and regulatory requirements:Adhering to bank policies, procedures, and regulations regarding account opening and customer service.
Senior Bank Teller
The Metropolitan Bank & Trust Company
08.2014 - 12.2022
- Handling Transactions:Processing deposits, withdrawals, loan payments, and other routine bank transactions.
- Customer Service:Answering customer inquiries, resolving issues, and providing helpful information about bank products and services.
- Cash Management:Balancing cash drawers, counting and packaging currency, and ensuring accuracy in cash transactions.
- Account Management:Assisting with opening and closing accounts, ordering checks, and managing safety deposit boxes.
- Verification:Verifying customer identification and validating checks to ensure accuracy and security.
- Product Knowledge:Providing information about bank products and services, such as loans, insurance, and investment options.
- Compliance:Adhering to bank policies, procedures, and relevant regulations.
Education
Bachelor of Science - Psychology
Bulacan State University
Malolos, Bulacan04-2014
High School Diploma -
Trinita College of Meycauayan
Jupiter St., 3A Meycauayan Camalig, 3020 Bulacan04-2010
Skills
- Account updating
- Complaint resolution
- Scheduling
- Order fulfillment
- Microsoft office expertise
- Clerical support
- Customer RMA management
- Service upselling
- Negotiation strategies
- Team collaboration
- Critical thinking
- Account management
Timeline
Customer Service Representative - New Accounts
The Metropolitan Bank & Trust Company
01.2023 - Current
Senior Bank Teller
The Metropolitan Bank & Trust Company
08.2014 - 12.2022
Bachelor of Science - Psychology
Bulacan State University
High School Diploma -
Trinita College of Meycauayan
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