Kimberly Rose De Leon
Branch Service Officer
Taguig, Metro Manila,00
Summary
Dynamic banking professional with extensive experience at Security Bank Corporation, excelling in retail banking sales and operational oversight. Proven track record in enhancing customer satisfaction and driving cross-selling initiatives. Skilled in efficient cash management and team coordination, fostering a collaborative environment while achieving strategic goals.
Overview
11
11
years of professional experience
Work History
Branch Service Officer
Security Bank Corporation
04.2023 - Current
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
- Managed branch expenses, ensuring adherence to budgetary guidelines and reducing operational costs.
- Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction.
- Helped customers effectively navigate bank technology such as kiosks and mobile access to reduce common questions and unprofitable interactions.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
Customer Advisor Officer
Security Bank Corporation
07.2020 - 03.2023
- Enhanced customer satisfaction by providing personalized support and solutions to their inquiries.
- Retained valuable clientele by proactively addressing concerns, identifying potential issues, and offering suitable solutions.
- Supported sales efforts by providing accurate information about products or services that matched customer needs.
- Engaged in consultative sales, cross-selling and up-selling activities to align customer needs with business offerings.
- Educated customers on product features, benefits, and usage tips, increasing their confidence in making informed decisions.
- Participated in interactive training programs to expand knowledge of company products and policies.
Customer Advisor
Security Bank Corporation
03.2017 - 06.2020
- Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
- Resolved complex problems for customers using effective troubleshooting techniques combined with extensive product knowledge.
- Navigated extensive company knowledge base to obtain appropriate solutions for customer service issues.
- Proactively identified opportunities for upselling or cross-selling additional products/services to meet client requirements fully.
- Increased customer loyalty by consistently delivering a high level of service that exceeded expectations.
- Managed customer complaints with empathy and professionalism, resulting in resolved issues and improved relationships.
Customer Service Specialist - Teller
Security Bank Corporation
07.2015 - 02.2017
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Boosted cross-selling of bank products by identifying customer needs during transactions.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Education
Bachelor of Science - Tourism And Travel Management
Lyceum of The Philippines University
Manila, Metro Manila, Philippines 04.2001 -
Skills
Retail banking sales expertise
Operational oversight
Team coordination
Operational effectiveness
Efficient cash management
Strategic decision-making
Timeline
Branch Service Officer
Security Bank Corporation
04.2023 - Current
Customer Advisor Officer
Security Bank Corporation
07.2020 - 03.2023
Customer Advisor
Security Bank Corporation
03.2017 - 06.2020
Customer Service Specialist - Teller
Security Bank Corporation
07.2015 - 02.2017
Bachelor of Science - Tourism And Travel Management
Lyceum of The Philippines University
04.2001 -