Summary
Overview
Work History
Education
Skills
References
Accomplishments
Timeline
Generic
Maxin Therese L. Cawed

Maxin Therese L. Cawed

Customer Service And Sales Associate
Zamboanga City

Summary

Dynamic Customer Service and Sales Associate with extensive experience in fostering team collaboration and overseeing projects to successful completion. Recognized for engaging effectively with diverse personalities, creating an inclusive and productive environment. Proven track record of building strong relationships that drive results and enhance customer satisfaction. Committed to leveraging expertise to contribute positively to team objectives and organizational success.

Overview

6
6
years of professional experience

Work History

Sales Associate

Bank of the Philippine Islands
Zamboanga City, Zamboanga Del Sur
11.2021 - 07.2025
  • Customer Acquisition and Sales - Assists the branch front liners in increasing deposits and cross-selling through in-branch new customer acquisition, engagement of existing clients and community networking
  • Performs lobby marketing, in-branch sales and area/community mapping to identify prospective clients
  • Performs cross-selling to a defined list of approximately 100 Personal Banking customers and leads from Customer Relationship Marketing (CRM) programs
  • Conducts call-outs and engages new-to-bank customers for after-sales servicing
  • Refers interested customers to branch officers and/or product specialists (e.g. AMTC, BIMI) or joint venture representatives (e.g. BPLAC, BPI MS)
  • Encodes in all available reporting tools to document the results of client conversations
  • On-boards clients to and promotes usage of digital channels

Unipro

Bank of the Philippine Islands
Zamboanga City, Zamboanga Del Sur
11.2020 - 07.2025
  • Processes opening of accounts and ensures only one customer RM record is used
  • Conducts KYC (Know Your Customer); Explains clearly the terms and conditions to customers
  • Ensures all KYC and transaction documents are complete, scanned and properly safe kept/ filed; Scans signature cards, transaction documents, etc. and prepares KYC documents for sending to scanning center
  • Proactively asks clients to update their customer contact information and/or bank records, as applicable
  • Handles request for amendments/updating of customer's bank records
  • Secures proper approval for transactions beyond authority limit
  • Conducts enhanced due diligence (EDD) on customer transactions, as applicable

Teller

Bank of the Philippine Islands
Zamboanga City, Zamboanga Del Sur
11.2019 - 07.2025
  • Processing almost 600 over-the-counter transactions such as cash and check deposits, withdrawals, encashment, payments and miscellaneous transactions
  • Reviewing all check transactions and verifying authenticity of all notes received
  • Cross-selling to existing clients of the branch

Education

Bachelor of Arts - Communications

University of San Jose-Recoletos
Cebu City, Philippines
04.2001 -

Skills

Proven leadership in team settings

Skilled in Microsoft Office applications

Reliable and honest professional

Critical thinking and analysis

Consistently upholds a strong work ethic

Collaborative team member

Detail-oriented

Product sales

Customer service

Sales development

Customer needs assessment

Strong communication skills

References

Jenny Beth, Lopez, Assistant Area Officer, 09177997240, BPI Zamboanga City, Zamboanga City

Accomplishments

  • Top Sales Associate for Zamboanga Area with 3.3 million booked Volume for 1H 2022
  • Top Sales Associate for Zamboanga Area for Credit Card bookings for 1H 2022

Timeline

Sales Associate

Bank of the Philippine Islands
11.2021 - 07.2025

Unipro

Bank of the Philippine Islands
11.2020 - 07.2025

Teller

Bank of the Philippine Islands
11.2019 - 07.2025

Bachelor of Arts - Communications

University of San Jose-Recoletos
04.2001 -

Similar Profiles

CREATE PROFILE
Maxin Therese L. CawedCustomer Service And Sales Associate