Richelle Katapusan
Taguig, Metro Manila
Summary
Management professional with track record of effective team leadership and operational oversight. Consistently achieves goals through collaborative efforts and adaptability to changing demands. Skilled in conflict resolution, process improvement, and fostering positive work environment.
Overview
17
17
years of professional experience
Work History
Assistant Manager
Bank of the Philippine Islands
07.2020 - Current
- Responsible for the overall management of the branch operations and delivery of competent and timely service to all customer segments, consistent with the Bank’s business objectives, internal policies and procedures, controls and regulatory standards
- Approves over-the-counter transactions, such as: cash and check deposits, withdrawals, encashment/check payment, bills payments and miscellaneous/sundry transactions, foreign exchange, sale of manager’s check and demand draft, remittance, debit card and checkbook requests, bank certification and statement requests, stop payment order and other bank transactions.
- Conducts enhanced due diligence (EDD) on customer transactions and ensures all KYC and transaction documents are reviewed and complete, scanned and properly safe kept/filed
- Maintains an acceptable level of branch operations, consistent with internal policies, procedures, standards and regulatory requirements to achieve a good audit rating
- Ensures end-of-day balancing of transactions, cash-in vault and accountable items, immediately reconciles GL-SL discrepancies and prepares the required monthly proof and verification reports
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized work environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Senior Loans Transaction Checker/Verifier
Bank of the Philippine Islands
01.2015 - 10.2019
- Responsible in monitoring all processed loans transaction request in terms of correctness and completeness of information
- Maintained high levels of internal customer satisfaction through consistent attention to detail and prompt resolution of issues.
- Established best practices for document handling and storage, maintaining compliance with industry standards and regulations.
- Reduced turnaround time for verification tasks by prioritizing workload and managing resources effectively.
- Trained new employees on company policies, procedures, and verification techniques, contributing to overall team success.
Loans Check Releasing Staff
Bank of the Philippine Islands
01.2012 - 12.2014
- Responsible in releasing checks to loan borrower after verifying the completeness of submitted loan documents
- Ensures compliance of end of day balancing of checks on hand and released checks based on inventory reports from bank database
- Handling the safekeeping of the submitted loan documents and proper filing in office storage
- Managed time efficiently in order to complete all tasks within deadlines
Accounting Staff
Bank of the Philippine Island
01.2009 - 12.2011
- Responsible in downloading loan related reports from other department and consolidating these reports in Excel to create a financial report
- Assisted in the timely preparation of financial statements and ensuring regulatory compliance.
- Handling issues on reports likes discrepancies and variances
- Performed variance analysis on actual results compared to budget forecasts, identifying areas for improvement or adjustment.
- Reduced errors in financial reporting through thorough reconciliation of accounts and attention to detail.
Accounting Staff
TSPI-Tulay Sa Pagunlad Inc(Microfinancing Company)
01.2008 - 12.2008
- Responsible encoding loan information in company's loan system based on the submitted loan loan documents
- Handles preparation of manager's check for release to the loan borrower
- In charge in preparation of daily and monthly financial reports related to branch transactions
- Accountable for the branch expenses like supplies, miscellaneous expense and transportation expense reimbursement of collectors and branch staff
Education
No Degree - Management- BPI Officership Training Program
BPI University
Makati City, Metro Manila, Philippines06-2020
Bachelor of Science - Business Accountancy
Lyceum Nortwestern University
Dagupan, Province Of Pangasinan, Philippines10-2007
Skills
- Leadership and Management Skills
- Strong analytical and problem solving skills
- Negotiation & Good Communication Skill
- Good Decision-making Skills
- Goals and results-oriented
- Hardworking, responsible, flexible, versatile and trustworthy individual
- Knowledgeable in Branch banking operations
- Familiarity with Financial markets and economic conditions
- Understanding on the Fundamentals of accounting
- Administrative procedures and systems
- In-depth knowledge of the Bank’s products and
Accomplishments
15th BPI Escudo Awardee 2024
Chairmans Circle Award
13th BPI Escudo Awardee 2022
Presidents Circle Award
Finalist for BPI Total Quality Team Projects of 2017
Project name: Camsbination and Wow Magic 521
Languages
English
Filipino
Character Reference
Liza S. Gayamo
Assistant Vice President
Bank of the Philippine Islands
(+63) 9175141355
Mary Jane P. Cruda
Senior Manager
Bank of the Philippine Islands
(+63) 9177996764
Cristine May B. Flores
Assistant Manager
Bank of the Philippine Islands
(+63) 9178911360
Ken Dennis Momo
Assistant Manager
Hongkong and Shanghai Bank Corporation
(+63) 9568767637
Additional Information
Date of Birth: 05 December 1985
Place of Birth: Maasim, South Cotabato (Sarangani), Philippines
Age: 39 years old
Height: 5'0"
Weight: 72 kilograms
Sex: Female
Civil Status: Married
Citizenship: Filipino
Permanent Address: 208 Crusader St, Palar Village, Pinagsama, Taguig City 1631
Timeline
Assistant Manager
Bank of the Philippine Islands
07.2020 - Current
Senior Loans Transaction Checker/Verifier
Bank of the Philippine Islands
01.2015 - 10.2019
Loans Check Releasing Staff
Bank of the Philippine Islands
01.2012 - 12.2014
Accounting Staff
Bank of the Philippine Island
01.2009 - 12.2011
Accounting Staff
TSPI-Tulay Sa Pagunlad Inc(Microfinancing Company)
01.2008 - 12.2008
No Degree - Management- BPI Officership Training Program
BPI University
Bachelor of Science - Business Accountancy
Lyceum Nortwestern University
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