Dynamic professional with a proven track record at Bdo Unibank Inc., excelling in client relationship management and lead generation. Adept at utilizing Salesforce CRM to enhance customer retention and streamline processes. Recognized for exceptional attention to detail and a positive attitude, driving results through effective communication and proactive service delivery.
Hi, I’m
Joanna Paola Malaiba
Legazpi City
Summary
Overview
2017
years of professional experience
Work History
Royale Business Corp.
Appointment Setter
2018 - 2019 (1 education.year_Label)
Job overview
- Scheduled appointments for potential clients, ensuring optimal use of team resources.
- Conducted follow-up communications to confirm meetings and maintain client engagement.
- Utilized CRM software to track interactions and manage lead data efficiently.
- Adapted communication strategies to align with diverse client needs and preferences.
- Developed scripts for outbound calls, enhancing consistency and professionalism in client outreach.
- Collaborated with sales teams to streamline appointment-setting processes and improve efficiency.
- Set appointments with salespeople and potential customers.
- Provided potential customers with information about upcoming promotions and events to acquire interest in scheduling appointment.
- Answered phone calls and answered questions from potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Screened potential customers to determine interest and requirements for products and services of company.
- Acted as first point of contact and set appointments for prospective clients.
Bdo Unibank Inc
Client Service Associate
05.2013 - 12.2016
Job overview
- Assisted clients with account inquiries, ensuring timely and accurate responses.
- Processed transactions efficiently, maintaining compliance with banking regulations.
- Collaborated with team members to resolve client issues, enhancing customer satisfaction.
- Managed documentation for account opening and maintenance, ensuring accuracy and completeness.
- Supported sales initiatives by providing clients with product information and service options.
- Monitored client feedback to identify areas for service improvement and implement changes.
- Utilized bank systems to track client interactions, facilitating effective follow-up actions.
- Trained new associates on client service protocols, promoting adherence to best practices.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
Education
Tanchuling College of Legazpi Legazpi City
Bachelor of Science from Hotel And Restaurant Management
04.2013
University Overview
Skills
Telephone etiquette
Positive attitude
Salesforce CRM
Flexible schedule
Client relationship management
Time management
Attention to detail
Lead generation
Customer retention
Willingness to learn
Calendar management
Email management
Effective multitasking
Invoice submission
Payroll processing
Account management
Timeline
Client Service Associate
Bdo Unibank Inc
05.2013 - 12.2016
Appointment Setter
Royale Business Corp.
2018 - 2019 (1 education.year_Label)
Tanchuling College of Legazpi
Bachelor of Science from Hotel And Restaurant Management