KRIZZIA JANE P. GONZALES
Quezon City
Summary
Developed key skills in fast-paced banking environment, including financial analysis and customer service. Demonstrated ability to manage transactions and resolve issues efficiently. Seeking to transition into new field where these transferrable skills can drive success and innovation.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Bank Officer
UnionBank of The Philippines
11.2022 - Current
- Manage large amounts of incoming phone calls
- Build sustainable relationships through open and interactive communication
- Handles customer complaints - giving solutions to their bank needs; follow-up to ensure resolution
- Approaching customer's queries logically to provide the best possible solution
- Initiating sales plus cross-sell banking services to existing and new customers
- Resolving conflicts and managing customer expectations
- Assist banking customers who are victims of fraud, theft or identity theft
- Assist customers with replacing lost or stolen credit or debit cards
- Bank reconciliations and the equivalent
- Universalist in terms of cards, bank and personal loans operations
Accounting Assistant
EQUILIB Accounting Consultancy Services
06.2019 - 01.2020
- Maintained accurate and complete documentation to facilitate accounting and filing functions
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
- Maintained clean and organized files by keeping accounts payable records up to date
- Completed financial reports, providing insight into performance, operations, and cash flow
- Acted as a Liaison officer
- Ensuring the accurate report on document detailing a company’s physical inventory
- Completed payroll functions to facilitate accurate and prompt staff payments
Treasury Manager
Baler Adventist Elementary School
03.2018 - 06.2019
- Processing sales transactions and taking payments
- Accountability and accuracy in reconciling sales receipts and records
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls
- Executed financial due diligence tasks on a daily basis to maintain optimal school finances
- Advised board members regarding significant expenditures to keep operations in line with budget limitations
- Preparing bi-monthly payroll of the Teachers
- Drafted treasury reports to support management decision-making needs
Education
BSBA - Major in Management Accounting
NORTHERN LUZON ADVENTIST COLLEGE
BALER ESSENTIAL ADVENT ACADEMY
BALER ADVENTIST ELEMETARY SCHOOL
Skills
- Administrative Strength
- Sales Proficiency
- Verbal and Written Communication
- Computer Literate
- Microsoft Office
- Customer Service/Customer Support CRM System
- Xero
- Bookkeeping and payroll
- Proactive Self-Starter
- Expense Estimation
- Verbal and written communication
- Customer Service-oriented
- Banking regulations
Certification
- XERO ACCOUNTING AND BOOKKEEPING USING AUSTRALIAN ACCOUNTING
- TESDA – Health Care, Caregiving NC II
Languages
English
Upper intermediate (B2)
Software
Finacle
Tsys
Eclipse
Salesforce
Timeline
Bank Officer
UnionBank of The Philippines
11.2022 - Current
Accounting Assistant
EQUILIB Accounting Consultancy Services
06.2019 - 01.2020
Treasury Manager
Baler Adventist Elementary School
03.2018 - 06.2019
BALER ESSENTIAL ADVENT ACADEMY
BALER ADVENTIST ELEMETARY SCHOOL
BSBA - Major in Management Accounting
NORTHERN LUZON ADVENTIST COLLEGE
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