Summary
Overview
Work History
Education
Skills
Languages :
Timeline
Generic
KIMBERLY B. DELOS SANTOS

KIMBERLY B. DELOS SANTOS

General Santos City,South Cotabato

Summary

Delivers customer sales and service support across banking enquiries, financial transactions, and product promotion to strengthen client relationships and meet targets. Resolves complaints, processes account requests, and maintains compliance with banking procedures to support accurate, trusted service.

Overview

13
13
years of professional experience
1
1
Language

Work History

Customer Sales and Services Associate

Bank of the Philippine Islands (BPI) Pioneer
01.2019 - Current
  • Promoted financial products and services to clients, contributing to achievement of sales targets.
  • Resolved customer concerns promptly, enhancing overall customer satisfaction.
  • Assisted clients with account inquiries, loan applications, and investment services.
  • Processed financial transactions, including deposits, withdrawals, and payments.
  • Ensured compliance with banking policies, regulations, and security procedures.

Bancassurance Sales Executive

BPI-Philam Life Assurance Corp.
01.2017 - 01.2018
  • Sold life insurance policies tailored to bank clients' financial needs, enhancing client satisfaction and financial security.
  • Conducted financial assessments and provided personalized insurance solutions.
  • Coordinated with bank branch personnel to generate leads and referrals, contributing to increased sales opportunities.
  • Educated clients on policy benefits, terms, and investment options.
  • Processed policy applications while ensuring accurate documentation, streamlining client onboarding experience.

DCRC Supervisor

Ford General Santos
01.2014 - 01.2017
  • Supervised daily customer relations operations, ensuring high service standards.
  • Managed customer complaints and provided solutions to enhance satisfaction.
  • Trained and guided staff in handling customer inquiries and service requests.
  • Monitored and analyzed customer feedback to improve service delivery.
  • Coordinated with different departments for after-sales support and follow-ups.

Education

Bachelor of Science - Business Administration, Financial Management

Ramon Magsaysay Memorial Colleges
Philippines
01-2014

Skills

  • Sales Techniques
  • Banking & Insurance Knowledge
  • Transaction processing
  • Customer relations
  • Account management
  • Data Entry & Documentation
  • Administrative Support
  • Cash reconciliation
  • Problem-solving skills
  • Time management

Languages :

Tagalog, English

Timeline

Customer Sales and Services Associate

Bank of the Philippine Islands (BPI) Pioneer
01.2019 - Current

Bancassurance Sales Executive

BPI-Philam Life Assurance Corp.
01.2017 - 01.2018

DCRC Supervisor

Ford General Santos
01.2014 - 01.2017

Bachelor of Science - Business Administration, Financial Management

Ramon Magsaysay Memorial Colleges
KIMBERLY B. DELOS SANTOS