KRISTINE BERNADETTE CAFE

• Responsible for providing excellent service to clients relative to account opening, wealth placements, time deposits, other banking transactions process, entertain client inquiries and problem solving.
• Support the execution of marketing campaigns and promotional activities across banking products and services.
• Administrative tasks includes answering calls and taking messages, filing of documents, handling of sensitive records, data entry and maintaining up-to-date records in the databases and spreadsheets and preparing documents and reports.

Software/Tools used: Microsoft Dynamics CRM (EO), Microsoft Excel, Outlook and Word, Microsoft Dynamics 365 Finance

• Daily transaction processing like posting vehicle sales, service, floor plan and parts. Integrated QuickBooks Online with Frazer to streamline accounting workflow.
• Daily record of financial transactions such as bills, invoices, expenses, payables/receivables, receipts, purchase orders and payments in QuickBooks Online.
• Administrative tasks includes team communication, spreadsheet maintenance, online bank reconciliation and assist in reporting.

Software/Tools used: QuickBooks Online, Slack/WhatsApp, Frazer, Microsoft Excel and Word

• Responsible for providing excellent service to clients relative to account opening, wealth placements, time deposits, other banking transactions process, entertain client inquiries and problem solving.
• Support the execution of marketing campaigns and promotional activities across banking products and services.
• Administrative tasks includes answering calls and taking messages, filing of documents, handling of sensitive records, data entry and maintaining up-to-date records in the databases and spreadsheets and preparing documents and reports.

Software/Tools used: Microsoft Dynamics CRM (EO), Microsoft Excel, Outlook and Word, Microsoft Dynamics 365 Finance

• Verify currency authenticity and remittance information.
• Support foreign exchange sales and remittances.
• Validate customer details and respond to customer inquiries.
• Prepare daily and weekly cash position reports.
• Receive, count and deposit cash and check collections.
• Maintain the petty cash fund and manage bank accounts.
• Prepare and release cash boxes to customer service and counter staffs.
• Support sales and bills payment collections.
• Validate customer details and respond to customer inquiries.
• Prepare daily and weekly cash position reports.
• Ensure timely and accurate issuance of receipts.
• Reconcile bank deposits and payments and address transaction-related concerns.

• Data entry tasks using Excel and Word.
• Ensuring data is accurate before entering into relevant databases.
• Data system maintenance and management.
• Manages inventory including receiving, storing and tracking items.
• Accurately process payments and issues receipts.