Nneka Allaine Ramos
Client Relations Officer - Marketing Officer
Quezon City
Summary
Goal-oriented team player with strong analytical skills. Ability to recognize and analyze problems, identify and evaluate potential solutions. Experienced in meticulously assessing clients portfolio each day. Excellent reporting and documentation skills. Successful at reviewing suspicious activities and uncovering transactions.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Client Relations Officer - Marketing Officer
BDO Unibank Inc.
Quezon City
04.2023 - Current
- Check daily marketing reports, respond to emails, and liaise with Senior Management on isolated cases that require approval.
- Analyze and investigate clients to conduct detailed customer due diligence and create relevant reports.
- Collaborated with the Branch Manager to achieve 150% of the Home Loan yearly target in 2023.
- Ensure accurate data on customer records to uphold client trust and mitigate reputational risk.
- Responsible in lobby management, promotes various Bank's digital platforms and provides assistance to Branch Head in marketing Bank's products and services.
- Managed accounts to retain existing relationships and grow share of business.
Client Service Associate - Marketing Assistant
BDO Unibank Inc.
Quezon City
04.2014 - 03.2023
- Performs over-the-counter transactions accurately, efficiently, and on schedule. Provides clients with account opening, investing, and after-sales services.
- Circle of Excellence Awardee 2018, 2019, and 2022; Marketing Assistant of the Year- 3rd Place.
- Interview clients and determine risk classification based on the information provided.
- Supervise newly hired employees assigned to the branch, teaching them bank protocols and best practices to prevent branch errors.
- Maintained accurate record-keeping with proactive attention to client information updates.
Education
Bachelor of Science - Tourism Management
Trinity University of Asia
Quezon City 06.2010 - 04.2014
Skills
Operations Management
Meticulous Attention to Detail
Customer Service-Oriented
Effective Communication
Positive Role Model and Mentor
Sales Targeting
Proficient in Microsoft Office
Timeline
Client Relations Officer - Marketing Officer
BDO Unibank Inc.
04.2023 - Current
Client Service Associate - Marketing Assistant
BDO Unibank Inc.
04.2014 - 03.2023
Bachelor of Science - Tourism Management
Trinity University of Asia
06.2010 - 04.2014