Lady May Alejo

*Acquisition of New to bank clients

*Bancassurance

*Loans processing (Home loan,Auto loan, Business express loan,credit cards,etc)

*Cross selling to existing clients

*Cross selling and process Treasury/Trust products

• Responded to customer needs by answering questions and providing detailed information about Product or Service.
• Provided exceptional pre-and post-sales support, ensuring client satisfaction at all stages of the process.
• Developed strategic sales plans for achieving revenue growth and exceeding targets.
• Streamlined sales processes by implementing efficient CRM systems and tools.
• Researched sales opportunities and possible leads to exceed sales goals and increase profits.

• Demonstrated strong time management skills by effectively handling multiple customer interactions simultaneously while maintaining a high level of service quality.
• Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
• Maintained up-to-date knowledge of industry trends and competitor offerings to better serve clients and address inquiries effectively.
• Guided customers through product selection, offering tailored recommendations based on individual needs.

• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

• Improved inventory control procedures by conducting regular physical counts and reconciling results with accounting records.
• Handled day-to-day accounting processes to drive financial accuracy.
• Reconciled accounts and reviewed expense data, net worth, and assets.