Jojo Peña
Information Technology/ Financial Services Assistant Manager
Santa Maria
Summary
Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs. Dynamic financial professional aiming to leverage Six
years of branch management experience to contribute value to team. Highly skilled in developing annual budgets and streamlining processes to minimize labor costs. Meticulous and driven to foster a client-focused establishment Professional sales-focused manager with Six years of management experience in diverse fields. Proven history of building relationships with satisfied customers. Equally skilled as management leader and meticulous number cruncher focused on overall operational performance. Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
Work History
Assistant Branch Manager
MLhuillier Financial Services
Santa Maria
09.2018 - Current
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
Regular Sales Utility Clerk
Sanford Marketing Corporation
Santa Maria
08.2017 - 08.2018
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Trained and mentored new sales representatives.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Developed and delivered engaging sales presentations to convey product benefits.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Developed and implemented sales strategies to increase profits.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Trained new employees on customer service, money handling and organizing strategies.
- Attended monthly sales meetings and quarterly sales trainings.
Office Staff Assistant On Job Training
Local Government Unit Municipality
Santa Maria
03.2014 - 05.2014
- Delivered clerical support by handling range of routine and special requirements.
- Interacted with customers by phone, email, or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Assisted with budgeting and financial management to keep office operating within budget.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Office Assistant On Job Training
Commission On Higher Education
San Fernando La Union
07.2015 - 10.2015
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Delivered clerical support by handling range of routine and special requirements.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Input data into spreadsheets and databases.
Teller/ Field Collector
Summit Bank
Baguio City
06.2016 - 07.2016
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Assisted with training of new tellers on policies and procedures.
- Calculated fees due, interest and change for customer transactions.
Education
Bachelor Of Science In Information Technology - Wen Developer, Programming, Accounting Finance
Ilocos Sur Polytechnic State College
Santa Maria Ilocos Sur 04.2013 - 03.2016
Skills
Profit and loss management
Loan application evaluation
Banking
Relationship building and management
Audit preparation
Sales expertise
Loan expertise
Annual budget development
Staff education and training
Customer retention
Cash Handling
Budget control
Business Development
Financial Product Sales
Account management
Loans
Financial services
Accomplishments
- Improved employee satisfaction and reduced turnover 100%.
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
- Repeatedly received recognition from superiors for excellence in service.
Timeline
Assistant Branch Manager
MLhuillier Financial Services
09.2018 - Current
Regular Sales Utility Clerk
Sanford Marketing Corporation
08.2017 - 08.2018
Teller/ Field Collector
Summit Bank
06.2016 - 07.2016
Office Assistant On Job Training
Commission On Higher Education
07.2015 - 10.2015
Office Staff Assistant On Job Training
Local Government Unit Municipality
03.2014 - 05.2014
Bachelor Of Science In Information Technology - Wen Developer, Programming, Accounting Finance
Ilocos Sur Polytechnic State College
04.2013 - 03.2016