Manuela Bizarbith Pelicano
Dandenong, Victoria
Summary
Customer-focused banking professional with 11 years of experience in financial services, specializing in client service, sales, and marketing within the banking sector. UITF certified with a strong background in providing personalized investment advice, account opening, and risk assessment. Proven ability to build rapport with clients, resolve complex issues, and enhance customer satisfaction. Seeking to leverage my skills and experience as an Everyday Banking Coach at ANZ, where I can contribute to the financial well-being of customers while continuing to grow my career.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Marketing Assistant/Customer Service Representative
BDO Unibank Inc.
07.2013 - 08.2024
Banking Specialist / UITF Certified Personnel
- Provided tailored investment advice and product information to clients, leading to increased customer satisfaction and loyalty.
- Managed client relationships through empathetic listening and effective communication, resolving complex issues promptly.
- Conducted in-depth financial needs assessments and recommended appropriate banking products, including savings accounts, loans, and insurance.
- Actively participated in marketing campaigns, contributing to product promotions and enhancing the bank’s market presence.
- Supported high-risk client updates and compliance checks, ensuring adherence to AMLA regulations.
- Assisted in team training and mentoring, sharing knowledge and best practices to improve overall team performance.
Customer Service Representative
- Delivered exceptional service by handling customer inquiries, account openings, and after-sales support, consistently exceeding performance targets.
- Utilized CRM systems to maintain accurate customer records and streamline account management processes.
- Implemented upselling strategies to increase product adoption, contributing to the bank’s revenue growth.
Research Assistant
The ViSCA Foundation for Rural Development (ViFARD)
05.2013 - 09.2013
- Prepares interview questions and collects data
- Assisted in data collection, analysis, and report writing
- Generates graphs and spreadsheets to portray results
- Collaborated with team members to achieve research objectives.
Education
Management
Raymond International College (ongoing)
Australia09.2024
Bachelor of Science - Economics
Visayas State University
Baybay City, Leyte04.2013
Skills
- Microsoft Office: Advanced proficiency in Excel, Word, and PowerPoint
- Data Management: Skilled in CRM software, data analysis, and reporting
- Data Visualization: Proficient in Tableau for creating charts, graphs, and dashboards
- Statistical Analysis: Experience with SPSS and STATA for data management and analysis
Certification
- Anti-Money Laundering Act (AMLA) Compliance Training
BDO Unibank Inc., March 2024 (refresher) - Unit Investment Trust Fund (UITF) Certification
BDO Unibank Inc., October 2020 - Data Analytics Essentials
Coursera, July 2023 - August 2023 - Excel Basics for Data Analytics
Coursera, August 2023 - Data Visualization and Dashboard Essentials
Coursera, August 2023 - Python for Data Science and AI
Coursera, August 2023 – October 2023 - Entry Level Data Analyst Program
EntryLevel, June 2023 - July 2023
Honors and Awards
- 2023 BDO Circle of Excellence Awardee (Smart Frontliner): Recognized for exceptional performance in customer service.
- Graduated Cum Laude: Ranked #15 among 822 University Graduates, Visayas State University, 2013.
- Senator Manny Villar Awardee: Awarded for outstanding academic and extracurricular achievements, 2013.
- Best Paper Finalist: Socio-economics category for the paper “Determinants of Household Income in the REDD+ Project Sites in Southern Leyte, Philippines,” Phi Delta Outstanding Undergraduate Thesis, Visayas State University, 2013.
Personal Information
- Date of Birth: 08/04/1992
- Nationality: Filipino
- Female
References
- MYRA T. SUMALINOG, BRANCH MANAGER, BDO SM Center Ormoc, Ormoc City, Leyte, 6541, Philippines, bh.sm-center-ormoc@bdo.com.ph
- Ing. MARK C RATILLA, Ph.D., ASSISTANT PROFESSOR, Head, Department of Business and Management, Baybay City, Leyte, Philippines, mark.ratilla@vsu.edu.ph
- MOISES NEIL V. SERIÑO, Dr. rer. pol, PROFESSOR VI, Dean, Department of Economics, Baybay City, Leyte, Philippines, moisesneil.serino@vsu.edu.ph
- ANTONIO P. ABAMO, Ph.D., Director for Extension, Visayas State University, Baybay City, Leyte, Philippines, tonyabamo@vsu.edu.ph
Timeline
Marketing Assistant/Customer Service Representative
BDO Unibank Inc.
07.2013 - 08.2024
Research Assistant
The ViSCA Foundation for Rural Development (ViFARD)
05.2013 - 09.2013
Management
Raymond International College (ongoing)
Bachelor of Science - Economics
Visayas State University
Similar Profiles
DURVIN AGUILAR PASALUDOSDURVIN AGUILAR PASALUDOS
Junior Assistant Manager In House Voice Officer at BDO UnibankJunior Assistant Manager In House Voice Officer at BDO Unibank
MARLOU B. ALINSONORINMARLOU B. ALINSONORIN
Audit Officer (Team Leader) at BDO Unibank, Inc.Audit Officer (Team Leader) at BDO Unibank, Inc.
Ryan Joseph UmaliRyan Joseph Umali
Customer Service Officer at BDO UnibankCustomer Service Officer at BDO Unibank