Princess Carla Almariego
Mandaluyong City
Summary
Dedicated professional with a proven track record in transaction processing and client satisfaction. Expertise in fraud detection and compliance standards, committed to delivering exceptional service.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Customer Sales and Service Associate/ UNIPRO/Cash Vault Teller
Bank of the Philippine Islands
Mandaluyong
06.2018 - Current
- Assisted customers in account inquiries and service requests.
- Educated clients on banking products and services available at the bank.
- Resolved customer complaints through effective communication and problem-solving.
- Maintained up-to-date knowledge of banking regulations and compliance standards.
- Trained new staff on customer service protocols and operational procedures.
- Monitored account activity for unusual transactions or potential fraud alerts.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Consulted with customers regarding needs and addressed concerns.
- Provided exceptional customer service to ensure customer satisfaction.
- Completed assigned tasks within established time frames.
- Assisted customers by finding solutions to complaints, concerns and inquiries.
- Adhered to all safety regulations when handling merchandise or operating equipment.
- Greeted customers and assessed their needs.
- Resolved customer complaints in a professional manner.
- Performed needs analysis and presented options based on findings to help customers make decisions.
- Assisted with training new associates on processes and procedures.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Assisted in vault audits to maintain accurate record-keeping practices.
- Identified transaction errors when debits and credits did not balance.
- Resolved problems or discrepancies concerning customers' accounts.
- Customer Service and Sales Associate - UNIPRO / Vault Custodian
- With great knowledge of the Knowing-your-Client (KYC) process during the process of account opening
- Well-informed on various product features (deposit, credit cards, personal loans, auto loans, housing loans, online banking, insurance and investments)
- Active referrer of different products like credit cards, investments, life insurance.
- Processed loan applications and facilitated documentation for approvals.
- Maintained customer records and updated account information as needed.
- Completed assigned tasks within established time frames.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Verifying the nature of the transaction and inquiring about unusual movements on client's accounts (AML-related concerns)
- Answering emails and phone calls with diffrerent concerns from clients and other branches
Teller
Bank of the Philippine Islands
Mandaluyong
09.2014 - 05.2018
- Processed customer transactions efficiently and accurately.
- Maintained cash drawer integrity through regular balancing.
- Educated clients on bank products and services available.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Delivered exceptional service to customers in person or over telephone.
- Cross-sold additional bank products when applicable to meet customer needs.
Education
Bachelor of Science - Marketing Management
Southern Luzon State University
Lucban, Quezon, Philippines 06.2010 - 03.2014
Skills
- Transaction processing
- Banking regulations
- Fraud detection
- KYC (Know-Your-Client)
- Client Satisfaction
- Critical and Analytical Thinking
- Teamwork and Collaboration
- Work Ethic and Professionalism
- Leadership and Mentorong
- Product knowledge
- Customer relationship management
- Compliance standards
- Conflict resolution
Accomplishments
- 1PAD Achiever (January 2025)
- 1PAD Achiever (February 2025)
- BPI AIA Top Referrer (Sept 2024)
Timeline
Customer Sales and Service Associate/ UNIPRO/Cash Vault Teller
Bank of the Philippine Islands
06.2018 - Current
Teller
Bank of the Philippine Islands
09.2014 - 05.2018
Bachelor of Science - Marketing Management
Southern Luzon State University
06.2010 - 03.2014