Peter Warren Indiongco
Sr. Banker
Makati
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
17
17
years of professional experience
1
1
Language
Work History
Sr. Bank Specialist
JP Morgan Chase
02.2010 - Current
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Processed customer applications and approved loans in accordance with bank policy.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Telephone Banker
ICT Solutions
01.2007 - 01.2010
- Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
- Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
- Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
Education
Associate of Arts - Fine Arts
PWU
Manila, Philippines 04.2001 -
Skills
Customer Service
Teller Support
Product Promotion
Cross-Selling and Partner Referrals
Products and Services Knowledge
Employee Training Assistance
Consumer Banking
Accomplishments
- Awarded "Employee of the Year" Award in 2016, 2018 and 2019.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 11 staff members.
Timeline
Sr. Bank Specialist
JP Morgan Chase
02.2010 - Current
Telephone Banker
ICT Solutions
01.2007 - 01.2010
Associate of Arts - Fine Arts
PWU
04.2001 -