Accomplished Corporate Trainer with more than 15 years of experience in designing and facilitating orientation and process related programs.
Presented training materials using different approaches to an overwhelmingly positive approval response.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Process Executive Retirement Income
Cognizant Technology Solutions
07.2024 - Current
Retirement Specialist II
Principal Global Services
09.2022 - Current
Company Overview: Retirement Specialist II, RIS Annuities Manila, RBS Payout/SPGA/Principal Custody Solutions
Prioritize and process daily work to meet customer service needs
Assist with Pension services (ie: reports, compliance, and benefit payments) for clients or tasks as well as ensuring timely and accurate completion of customer requests
Recognize and research unusual or complex situations and provide prompt feedback to client’s management, and internal and external customers
Propose solutions to meet both client and business unit needs
Thoroughly document key decisions as they relate to the plan and contract services
Retirement Specialist II, RIS Annuities Manila, RBS Payout/SPGA/Principal Custody Solutions
B2B High Value Client Account Senior Process Trainer
RingCentral
04.2020 - 03.2022
Company Overview: B2B High Value Client Account Executive, WCC Shaw Blvd Mandaluyong City
Maintain and increase existing customer revenue stream within the Small to Medium-sized business space through upsell and cross-sell activities, renewal efforts and, generating referrals
Manage account portfolio through successful execution of Customer Touchpoint Strategy to improve customer lifespan
Ensure timely and successful delivery of solution according to customer needs and objectives
Liaise between the customer and internal teams
Monitor account usage and drive customer’s product and feature adoption
Update customer profile to map-out business updates, changes, and account growth throughout the course of the customer’s RingCentral journey
Responsible for meeting and exceeding assigned revenue and account management targets
B2B High Value Client Account Executive, WCC Shaw Blvd Mandaluyong City
Process Trainer
Serco Global Services
09.2010 - 08.2016
Company Overview: Barclays Corporate Bank UK
Facilitates process training and post support training following adult learning principle
Completes reporting requirements, coordinates all process improvement initiatives within the quality team
Conducts assessments required for the process
Agent coaching and mentoring
Monitor agents and provide feedback; creates refresher materials for process improvements
Barclays Corporate Bank UK
Product Trainer
NCO Group Philippines
06.2007 - 07.2010
Company Overview: AEGON – BANK OF AMERICA US
AEGON – BANK OF AMERICA US
Reason for Leaving: Resigned, Account was dissolved
Customer Care Associate
HSBC
06.2005 - 05.2007
Company Overview: HSBC Customer Care Associate
HSBC Customer Care Associate
Reason For Leaving: Resigned due to relocation of the process to another site
Education
Secondary -
St. Paul School of San Antonio
San Antonio, Nueva Ecija
Elementary -
St. Paul School of San Antonio
San Antonio, Nueva Ecija
Bachelor of Science - Business Administration
University of Makati
Makati City
01.2005
Skills
Training Facilitation
Retirement transition support
Retiree benefits consulting
Annuity analysis
Teamwork and collaboration
Problem-solving abilities
Excellent communication
Certification
I hereby certify that the above information is true and correct to the best of my knowledge and ability.
Personal Email
neilpaulgonzales@yahoo.com
Work Email
gonzales.neilpaul@principal.com
Provincial Address
San Antonio, San Antonio, Nueva Ecija
Personal Information
Age: 37
Date of Birth: 05/03/87
Gender: Male
Marital Status: Single
Religion: Roman Catholic
Timeline
Senior Process Executive Retirement Income
Cognizant Technology Solutions
07.2024 - Current
Retirement Specialist II
Principal Global Services
09.2022 - Current
B2B High Value Client Account Senior Process Trainer
RingCentral
04.2020 - 03.2022
Process Trainer
Serco Global Services
09.2010 - 08.2016
Product Trainer
NCO Group Philippines
06.2007 - 07.2010
Customer Care Associate
HSBC
06.2005 - 05.2007
Secondary -
St. Paul School of San Antonio
Elementary -
St. Paul School of San Antonio
Bachelor of Science - Business Administration
University of Makati
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