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
undefinedAccomplishments
- 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
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