Summary
Overview
Work History
Education
Skills
References
Disclaimer
Timeline
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Myla Grace Valenzuela

Myla Grace Valenzuela

Murcia

Summary

Dynamic professional with a proven track record at HSBC, excelling in new business development and client acquisition. Leveraged business intelligence and exceptional relationship-building skills to surpass performance goals. Achieved significant growth in Premier client portfolios through strategic planning and competitive analysis, demonstrating a strong commitment to client satisfaction and financial success.

Overview

9
9
years of professional experience

Work History

Premier Business Development Officer

HSBC
08.2024 - Current
  • Acquires Premier New to Bank Customer.
  • Maximizing profit and achievement of the growth of Premier clients portfolio.
  • Promotes and delivers Digital Engagement.
  • Supports the Branch, Collaborates with wider team to deliver the performance measures and plan to support the multi channel journey for account opening.
  • Knowing your customer.

Universal Banker

HSBC
08.2023 - 08.2024
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.

Mobile Sales Officer

HSBC
05.2017 - 07.2023
  • Identifying potential clients and actively seeking opportunities to onboard them.
  • Building and maintaining strong relationships with existing clients to ensure satisfaction and retention.
  • Presenting an selling in booth locations the HSBC credit cards products.
  • Achieving individual and team sales targets by consistently acquiring new customers and increasing sales volume.
  • Identifying and understanding the needs of potential and existing clients to recommend appropriate products and service.

Account Assistant

Everkeen Marketing Inc.
07.2016 - 12.2016
  • Supported the timely completion of month-end closing activities, improving overall financial operations.
  • Facilitated smooth internal audits by preparing supporting documents promptly upon request from auditors or management personnel.
  • Managed accounts payable and receivable processes, maintaining healthy cash flow for the company.
  • Ensured proper record-keeping through meticulous data entry and filing practices, reducing information retrieval time significantly.

Education

Bachelor of Science - Marketing Management

University of Saint La Salle
Bacolod City
07.2017

Skills

Business intelligence

References

Reainabelle, Manalastas, Premier Relationship Manager, 09175849737, HSBC

Disclaimer

I hereby certify that the above information true and correct to the best of my knowledge and belief.

Timeline

Premier Business Development Officer

HSBC
08.2024 - Current

Universal Banker

HSBC
08.2023 - 08.2024

Mobile Sales Officer

HSBC
05.2017 - 07.2023

Account Assistant

Everkeen Marketing Inc.
07.2016 - 12.2016

Bachelor of Science - Marketing Management

University of Saint La Salle

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Myla Grace Valenzuela