Kristina Carmela Perez
702 Tomas Claudio Street Brgy. San Pedro Morong Rizal
Summary
Experienced with handling complex transactions and providing top-tier customer service. Utilizes strong problem-solving skills to resolve customer issues quickly and effectively. Track record of maintaining accurate financial records and supporting team performance.
Banking professional with strong background in financial transactions and customer service. Adept at managing cash operations, ensuring compliance, and enhancing client satisfaction. Valued for teamwork, reliability, and adaptability to changing needs. Skills include cash handling, account management, and fraud prevention, with focus on delivering accurate and timely results.
Overview
15
15
years of professional experience
Work History
Senior Bank Teller
UCPB SAVINGS BANK
06.2023 - Current
- Maintained a balanced cash drawer with meticulous attention to detail, ensuring accuracy in all transactions.
- Delivered exceptional customer service during high-volume periods, effectively managing wait times and workloads.
- Played a key role in achieving consistently high audit scores by adhering to strict compliance policies and procedures.
- Cash Vault Custodian, ATM, Safety Deposit Boxes and guard keys, and Dial combination per policy guidelines.
- Risk control and signature verifier, Counts and balances of Cash in Vault and ATM cassettes.
- Conducts End of day balancing of Cash vault, ATM and inventory of stationary supplies and accountable forms. Supervise Teller, Process outward clearing and Upload Payroll.
BOOKKEEPER
UCPB SAVINGS BANK
01.2019 - 05.2023
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Handling Check clearing (outward & inward checks)
- Callback of teller’s daily transaction. Prepares of BIR for month end report.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
Teller
UCPB SAVINGS BANK
01.2013 - 12.2018
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow and identifying discrepancies and taking corrective actions as needed.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Teller
United Coconut Planters Bank
11.2009 - 01.2013
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency, Process MT103 MT109.
- Received Cash and Check, Validation of all transactions, debits and credits of Dollar and Peso CASA, Time Deposits and bills payment.
- ATM Balancing and reconciliation.
- Roving Teller/Pick-up Teller.
- Process payment of tax and transmitting to BIR
- Improved operational efficiency by organizing teller area for optimal workflow and accessibility.
Education
Bachelor of Science - Financial Management
Tomas Claudio Memorial College
Morong, Province Of Rizal, Philippines04-2009
Skills
- Excellent in written communication skills
- Excellent in supervisory abilities
- Extensive knowledge of regulations governing financial transaction
- Accounting and bookkeeping
- Professionalism and courtesy
- Above average in problem solving and compliant resolution abilities
- Computer skills ( Microsoft Office Applications ) Word Excel and Power Point
Timeline
Senior Bank Teller
UCPB SAVINGS BANK
06.2023 - Current
BOOKKEEPER
UCPB SAVINGS BANK
01.2019 - 05.2023
Teller
UCPB SAVINGS BANK
01.2013 - 12.2018
Teller
United Coconut Planters Bank
11.2009 - 01.2013
Bachelor of Science - Financial Management
Tomas Claudio Memorial College
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