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 City07.2017
Skills
Business intelligence
Performance goals
Strategic planning
New business development
Marketing
Client acquisition
Relationship building and rapport
Relationship management
Competitive analysis
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