Mary Ann Uy
Customer Service And Banking Professional
Pasay, Metro Manila
Summary
More than a decade of experience in Finance and Banking. Constantly exploring opportunities to contribute my knowledge and skills while fulfilling tasks and responsibilities assigned to me.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
CSA (General Services / Marketing)
BDO UNIBANK INC.
8 2021 - Current
- Primarily responsible for the daily operations of the marketing sections of the branch
- Ensures accomplishment of fund generation targets through in-house marketing activities
- Cross sells other bank products and services
- Inform clients bout new products, offerings and rates
- Responsible for the KYC of the clients before initiating account opening
- Conducts account reviews to ensure continuous enhancement of quality services
- Ensure that the customers account are properly maintained, signature capture procedures are observed and maturities are handled according to clients instructions
- Execute amendment of clients record and review update history of the accounts.
Client Relation Associate
BDO UNIBANK INC.
03.2016 - 05.2019
- Act as primary point of contact for customers inquiries, concerns and request while ensuring timely and accurate responses
- Develop and maintain strong relationship with clients through regular communications while providing satisfied bank services to them
- Gather and analyze client’s feedback to identify areas of improvement and recommend changes to services without violating the bank rules and policies
- Handle sensitive clients issues or complaints, working to resolve them in manner that upholds the company’s reputation and client satisfaction
- Act as a first touch with clients to offer them our different bank products and services that would meet their needs.
Client Service Associate
BDO UNIBANK INC.
4 2012 - 3 2016
- Responsible for providing accurate, efficient and timely processing of over the counter transactions pertaining to deposits, withdrawals, payments and other miscellaneous transactions
- Executed customer transactions regarding money orders, cash foreign exchange and telegraphic transfer
- Proficient in exchanging different currencies
- Trained new employees regarding money exchange procedures and cash drawer handling
- Builds a strong relationship with clients inquiries by assisting them with inquiries related to the company’s products and services
- Performed all duties as assigned by supervisor and manager in an accurate and timely manner.
Education
Masters in Business Administration - With 12-15 Units Taken
De La Salle University - Dasmarinas
01.2014 - 04.2015
Bachelor’s Degree in Business Management - Operations Management
Systems Technology Institute - STI Dasmarinas
06.2007 - 05.2011
Skills
Knowledgeable in Microsoft Application
Multitasking
Data Management
Reliability
Data Entry
Account updating
Precise and meticulous when it comes to details
Banking Industry Knowledge
Fast learner and can work under pressure
Excellent Negotiation and Cross-Selling Skills
Accomplishments
- 2016 Circle of Excellence - BDO UNIBANK INC. TOP CSA
- 2018 GIVE ME 5 AWARDEE - BDO PASAY AREA (For attaining a rating of 5 in CASA/CLG/INSURANCE)
- 2018-2019 AWARDEE FOR PASAY ROYAL CLUB - BDO PASAY AREA (for attaining of 300,000 of total amount of bookings per quarter)
References
- Ponciano Mabaga, Former Area Head (Cavite Area), (0917) 849 0440
- Shirley Hirose Malupeng, BDO Branch Manager, (0917) 174 1734
- Kay Cy Lumba Mendoza, Operations Manager, BDO Baclaran, (0915) 456 4929
Training
- BDO Information Security Awareness (Biscuit 101), 03/20/2024
- Anti-Money Laundering Act 102, 03/14/2024
- Data Privacy Fundamental, 01/16/2024
- Social Media Policy (2024), 01/15/2024
- Anti-Money Laundering Act 108, 01/26/2023
- Operational Risk Management 101, 05/17/2023
- UITF 101 Training, 08/2018
- Customer Relations Officer/Associate Training, 05/2016
- CDM Diebold Management Training, 08/2014
Timeline
Client Relation Associate
BDO UNIBANK INC.
03.2016 - 05.2019
Masters in Business Administration - With 12-15 Units Taken
De La Salle University - Dasmarinas
01.2014 - 04.2015
Bachelor’s Degree in Business Management - Operations Management
Systems Technology Institute - STI Dasmarinas
06.2007 - 05.2011
CSA (General Services / Marketing)
BDO UNIBANK INC.
8 2021 - Current
Client Service Associate
BDO UNIBANK INC.
4 2012 - 3 2016