#30 Aurea Street Samsonville Brgy. Dau, Mabalacat City
Summary
Sales & Service oriented associate with 17 years background in Banking. Core competencies include customer service, multitasking, managing conflicts and dealing with clients, as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.
Overview
17
17
years of professional experience
Work History
SALES AND SERVICE ASSOCIATE
PHILIPPINE NATIONAL BANK (MERGED WITH ALLIED BANK FEBRUARY 09, 2013)
02.2013 - 08.2023
Responsible for balancing branch totals, clearing, preparation and submission of reports and other related and other related back-office functions
In-charge of account opening and other platform functions; deposit account servicing, processing of payments, receipts and monetary transactions
Marketing and increased sale of other bank products such as credit cards, banc assurance and non life insurance
Processes and assist clients car and housing loan
Perform other duties and responsibilities that may be assigned by management from time to time.
NEW ACCOUNTS CLERK/UNIVERSAL TELLER
ALLIED BANKING CORPORATION
09.2009 - 02.2013
Processes and interview client's application for opening of all deposit accounts
Check and verify identification cards and other documents required for opening of new accounts
Processes dollar fund transfer, foreign and local telegraphic transfers
Processes and assist clients application of payout remittances
Count cash deposits and item count check deposit receive from clients
Processes check encashment & withdrawals.
CASH CLERK
ALLIED BANKING CORPORATION
06.2006 - 09.2009
Acts as armored vehicle bank representative for handling cash pick up / transfer service transaction
Service daily cash requirements of established clients enrolled under deposit pick up service facility
Delivers cash transfer to and from branches and cash centers.
Skills
Customer Service and Assistance
Banking Operations
Sales Expertise
Cash Management
Product Knowledge
Financial Advisement
Trainings, Workshops, Conferences And Seminars
Philippine Red Cross First Aid Training- August 2022, City of San Fernando Pampanga, Philippines
Anti Money Laundering Act Seminar - June 202 , Clarkfield, Pampanga, Philippines
Risk Management and Control Webinar - June 2022, Clarkfield, Pampanga, Philippines
Universal Teller Training Program - August 2011, Makati City, Philippines
Signature Verification Seminar - August 2011, Makati City, Philippines
Counterfeit Detection Seminar - August 2011, Makati City, Philippines
Money Laundering and Terrorist Financing Prevention Seminar - June 2011, City of San Fernando Pampanga, Philippines
Electronic Channels Marketing Program Seminar - September 2010, City of San Fernando Pampanga, Philippines
Compliance Awareness and Anti-Money Laundering Seminar - March 2010, Baguio City, Philippines
New Accounts Seminar - March 2010, Baguio City, Philippines
Education - Tertiary
Bachelor of Science in Business Administration- Major in Management & Entrepreneurship, Angeles University Foundation, Angeles City, Philippines, 06/01/97, 05/01/02
Personal Information
Marital Status: Married
Date of Birth: December 17, 1980
Nationality: Filipino
Hobbies
Travelling
Playing Soccer
Binge Watching
Timeline
SALES AND SERVICE ASSOCIATE
PHILIPPINE NATIONAL BANK (MERGED WITH ALLIED BANK FEBRUARY 09, 2013)
Commercial Cash Managment Specialist at Canadian Western Bank (Merged with National Bank)Commercial Cash Managment Specialist at Canadian Western Bank (Merged with National Bank)