Lourvena Montejo
Talisay City, Province Of Cebu,CEB
Summary
Dynamic banking professional with extensive experience at Bank of the Philippine Islands, excelling in operations management and customer service. Proven track record in enhancing customer satisfaction and team productivity. Skilled in financial analysis and compliance management, demonstrating strong leadership and attention to detail in high-pressure environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Bank of the Philippine Islands
04.2024 - Current
- Assisted in managing daily branch operations to enhance customer service efficiency.
- Trained and supported staff on banking systems and compliance procedures.
- Coordinated customer interactions to resolve inquiries and improve satisfaction rates.
- Maintained confidentiality while handling sensitive information related to clients or internal matters within the organization.
- Supervised and motivate the team to maintain job timelines and productivity.
Management Trainee Officer
Bank of the Philippines Islands
10.2023 - 03.2024
- Enhances skills and proper training in preparation for an officer position in the company.
- Ensures timely deliverances required for periodic examinations and revalida.
- Exact preparations through on the job training for 40 working days to ensure preparedness during onboarding.
- Observes branch processes to deliver excellent customer experience.
Customer Sales and Service Associate
Bank of the Philippine Islands
03.2014 - 09.2023
- Processes over-the-counter transactions, such as: cash and check deposits, withdrawals, encashment/check payments, bills payments and miscellaneous/sundry transactions;
- Processes auxiliary transactions such as but not limited to: foreign exchange, sale of manager's check and demand draft, remittance, bills purchase, debit card and checkbook requests, bank certification and bank statement requests, etc;
- Processes opening of accounts and ensures only one customer RM record is used;
- Conducts KYC (Know Your Customer);
- Conducts end-of-day balancing of cash and immediately reports any discrepancy;
- Safeguards own passwords and assigned keys at all times;
- Ensures upkeep of workstation and branch premises;
- Attends promptly to customer transactions, inquiries and requests, and provides customer feedback.
Junior Treasury Staff
Philmetal Products Inc.
12.2012 - 08.2013
- Managed daily cash flow operations, ensuring adequate funds for business needs.
- Executed bank reconciliations to maintain accurate financial records and identify discrepancies.
- Analyzed financial reports, providing insights to support strategic decision-making processes.
- Developed and implemented cash management strategies to optimize liquidity and minimize risk.
Customer Service Representative
Aegis People Support
03.2012 - 07.2012
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Managed high-volume call environments, ensuring timely responses and customer satisfaction.
- Answers customer queries regarding their reservations (hotel, flight, car,etc.) and sends confirmation email.
- Analyzed customer feedback to identify trends and recommend service enhancements.
- Collaborated with teams to address complex customer issues, fostering a collaborative work environment.
Education
Bachelor of Science - Information Technology
Cebu Institute of Technology - University
Cebu03-2012
Skills
- Operations management
- Financial analysis
- Cash handling
- Risk mitigation
- Customer retention
- Customer service
- Compliance management
- Client relationship management
- Attention to detail
- Team building and leadership
- Resourceful nature
Certification
2025 Jul 25
Certified UITF personnel, Bank of the Philippine Islands
2018 Jul
Certified ALFM personnel and FOREX advisor, Bank of the Philippine Islands
2014 Mar
Teller's Certification Program, Bank of the Philippine Islands
Trainings Attended
- May 16- 20, 2014 Teller's Certification Program
- March 23-25, 2015 Low Counter Certification Program
- Data Privacy Awareness Course
- Financial Consumer Protection 2025
- Law on Bank Secrecy
- Money Laundering and Terrorist Financing Prevention Program - 2025
- Sustainability 101
- Workers' Occupational Safety & Health Seminar
Timeline
Assistant Branch Manager
Bank of the Philippine Islands
04.2024 - Current
Management Trainee Officer
Bank of the Philippines Islands
10.2023 - 03.2024
Customer Sales and Service Associate
Bank of the Philippine Islands
03.2014 - 09.2023
Junior Treasury Staff
Philmetal Products Inc.
12.2012 - 08.2013
Customer Service Representative
Aegis People Support
03.2012 - 07.2012
Bachelor of Science - Information Technology
Cebu Institute of Technology - University