Milagros Serviano
Customer Service Representative/ Administrative Assistant/Bookkeeper
Hagonoy,Bulacan
Summary
Knowledgeable and dedicated customer service professional with extensive experience in banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain honesty and integrity at all times. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
29
29
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Virtual Assistant
Annie Awesone Va Agency
Remote
01.2024 - Current
- Improved team collaboration by organizing virtual meetings, preparing agendas, and taking accurate meeting minutes.
- Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
- Managed CRM input, exports and clean up.
- Conferred with customers by telephone, chat or email to provide information.
Customer Service Representative
Bank Of The Philippine Islands
06.1997 - 07.2021
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Contributed to sales growth by 15% by upselling products and services based on individual customer requirements.
- Maintained up-to-date knowledge of product and service changes.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Investigated and resolved accounting, service and delivery concerns.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with strong work ethic.
Budget and Financial Analyst
Ionics Circuit Inc
07.1996 - 05.1997
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Optimized cash flow management through meticulous tracking, forecasting, and proactive communication with stakeholders.
- Developed trading strategies to maximize returns on investments.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Junior Audit Associate
RFG Auditing Firm
05.1995 - 06.1996
- Communicated audit findings effectively with clients, fostering positive relationships and enabling timely resolution of issues.
- Maintained integrity of general ledger and chart of accounts.
- Organized training for cross-functional teams to achieve greater performance and results.
- Collected and reported monthly expense variances and explanations.
- Analyzed trends in financial data to investigate fluctuations.
- Tracked funds, prepared deposits and reconciled accounts.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Paid attention to detail while completing assignments.
Education
Bachelor of Science - Accountancy
University of Santo Tomas
06.1991 - 03.1995
Skills
Analytical Thinking
Work Prioritization
Complaint resolution
Analytical Skills
Self Motivation
Follow-up skills
Record preparation
Sales expertise
Complaint Handling
Professional telephone demeanor
Effective Communication
Attention to Detail
Multitasking
Analytical Thinking
Certification
Quickbooks Certified
Timeline
Virtual Assistant
Annie Awesone Va Agency
01.2024 - Current
Customer Service Representative
Bank Of The Philippine Islands
06.1997 - 07.2021
Budget and Financial Analyst
Ionics Circuit Inc
07.1996 - 05.1997
Junior Audit Associate
RFG Auditing Firm
05.1995 - 06.1996
Bachelor of Science - Accountancy
University of Santo Tomas
06.1991 - 03.1995