JOSHUA BAÑARES ROS
Avida Tower 1 BGC, Taguig city,Philippines
Summary
- To find a challenging career in an esteemed organization so that I may grow professionally, while earning a good reputation among my peers. I am seeking a position that will utilize my skills and expertise while offering a chance for advancement.
- Accomplished Financial Solutions Officer recognized for exceptional client relationship management and rigorous risk assessment. Committed to driving results through strategic financial planning and compliance management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Solutions Officer
AXA/Metropolitan Bank &Trust Co.
Naga City
09.2023 - Current
- In charge of advising clients on their personalised financial goals, analysing their assets and plans, and recommending the suitable type of investment.
- Manage their financial transactions, ensuring strict compliance, spanning client acquisition duties, managing portfolios, conducting risk assessments, maintaining market knowledge, and assessing risks for future growth and security.
- In charge of submitting overall reports, everyday performances of every bank employee, leading the morning briefing, and conducting after-shift meetings with the branch manager and officers on how to be more efficient and effective.
- In charge of ensuring that metrics are satisfactorily met within the day, driving bank revenue, and the performance of employees, managers, and officers for their clients.
- Coordinates with partner Bank Branch Managers and Officers to ensure performance is delivered with a well-thought-out strategy every day.
- Awarded recognition as AXA/Metrobank's Most Responsible Block President for 2024–2025.
- Responded to emergency calls for service, providing timely assistance and support to individuals in distress.
Marketing
NISSAN CAMARINES SUR
Pili, Camarines Sur
12.2021 - 05.2023
- Making sure that marketing performance are met within the end of month, reports be timely submitted before end of the day, maintaining a healthy and detailed report before submitting it to the company portal.
- Helped with member communication activities, including preparing membership marketing materials.
- Awarded with Certificate of Top Marketing Performer of 2023
Sales Executive
HONDA CARS CAMARINES SUR
Pili, Camarines Sur
08.2019 - 10.2021
- With similarities to my responsibilities at Nissan, minus the sending of reports, I focus solely on delivering performance within the month, with a much higher marketing metric different from that of a Sales Consultant, and I am expected to have much greater knowledge of how the system works.
- Managed customer relationships through consultative sales techniques to attain individual sales goals.
- Resolved customer issues and complaints with quick-thinking problem-solving.
Personnel Audit/Banker
Philippine Amusement Gaming Corporation
Legazpi City
06.2014 - 07.2015
- PAGCOR E-Games Casino
- Managed and resolved complex customer complaints, restoring trust in banking services.
- Listened to customers to ascertain needs, developed relationships and maintained excellent standards of communication.
- Optimised cash handling procedures, minimising errors and discrepancies.
Education
BS - Hotel & Restaurant Management
Mariners Polytechnic Colleges Foundation
Legazpi City01-2012
Secondary -
Ligao National High School
Ligao City01-2008
Primary -
Ligao West Central Elementary
Ligao City01-2003
Skills
- Cocktail and audio mixing
- Cooking and food planting
- Microsoft Office proficiency
- Client relationship management
- Risk and compliance management
- Financial analysis and reporting
- Market knowledge and strategies
- Investment recommendations
- Strategic planning and decision making
- Data analysis and reporting
- Sales strategies
- Leadership excellence
- Patience and tolerance
- Physical fitness
Personal Information
- Age : 33 years old
- Date of Birth : October13,1992
- Place of Birth : Ligao city
- Height : 5’11ft.
- Weight : 85kg
- Civil Status : single
- Religion : Roman Catholic
- Sex : Male
- Language : English, Pilipino, Bicol
- Nationality : Filipino
- HRM Skills : Cocktail Mixing, Cooking, Food Planting, Chef Patissier
- Computer Skills : Audio Mixing, MSword, Powerpoint, Excel
Certification
- Certified Responsible Block President of AXA 2024-2025
- Licensed Financial Advisor
Accomplishments
- Streamlined workflow by consolidating lengthy processes and redundant documentation which resulted in more effective and timely completion.
- Improved reviews by successfully handling customer complaints and implementing monthly staff training.
Timeline
Financial Solutions Officer
AXA/Metropolitan Bank &Trust Co.
09.2023 - Current
Marketing
NISSAN CAMARINES SUR
12.2021 - 05.2023
Sales Executive
HONDA CARS CAMARINES SUR
08.2019 - 10.2021
Personnel Audit/Banker
Philippine Amusement Gaming Corporation
06.2014 - 07.2015
BS - Hotel & Restaurant Management
Mariners Polytechnic Colleges Foundation
Secondary -
Ligao National High School
Primary -
Ligao West Central Elementary