ROMELYN VENANCIO
Summary
Dynamic financial professional with over ten years of experience in a reputable financial institution, demonstrating exceptional customer service skills and a strong ability to recommend tailored products that meet client needs. Known for meticulous attention to detail and a proactive approach, ensuring precision in all tasks and responsibilities. Service-oriented with excellent interpersonal and organizational abilities, dedicated to maintaining high levels of customer satisfaction through accurate transaction processing and effective communication. Committed to fostering positive relationships while driving results in a fast-paced environment.
Overview
20
20
years of professional experience
Work History
Credit and Collection Associate
JOURNEYTECH INC.
03.2024 - Current
- Ensuring customers receive accurate and timely bills.
- Tracking customer accounts, identifying overdue or delinquent accounts, monitoring payment patterns.
- Contacting customers with overdue payments to inquire about the status of their accounts, negotiate payments plans, and encourage timely payments.
- Applying payment to customer accounts and reconciling discrepancies.
- Maintaining organized and detailed records of all billing and collection activities, including invoices, payments and communications.
- Ensuring adherence to company credit and collection policies.
- Generating reports on accounts receivable and collection performance.
- Working with sales teams to align credit decisions and with other department.
- Establish and maintain positive relationships with customers to facilitate prompt payment.
- Handling sensitive financial information with discretion and maintaining client confidentiality.
- Receiving and accurately recording payments, whether through checks, electronic transfer or other methods.
Business Client Relations Associates (Vault Custodian) / Branch Jewelry Appraiser
PJ LHUILLIER INC. (CEBUANA LHUILLIER)
05.2013 - 02.2024
- Handles the Appraisal of the items being pawned.
- Performs Teller/Cashier functions from time to time. Operating cash registers, managing financial transactions and balancing drawers and branch ledgers.
- Accept bills payment and other services. Conduct a monthly inventory of items in the vault.
- Processed customer transaction accurately and efficiently, including deposits and withdrawals.
- Delivered exceptional customer service, resolving queries and complaints to ensure satisfaction.
- Manage customer transactions efficiently, facilitating smooth operations at the single window service point.
- Maintained confidentiality of customer information, adhering data protection regulations.
- Ensuring and performing KYC/AML filing and client onboarding support and related requirements.
- Opened new account / savings account, helping customers through process.
- Gave clients information about available products and services to build awareness.
- Responsible for the entire operation of the branch, for ensuring the attainment of the sales goals and targets.
- Responsible for developing a local market sales plan to meet or exceed annual sales target, preparing and presenting a clear and persuasive presentation to Area Manager.
- Represents the branch at meetings, taking care of escalated client concerns and reporting sales activities.
- Maintains personal contact with customers to ensure customers satisfaction.
- Ensure the premises are clean and orderly check all the equipment's and make sure they are in good working condition.
Cashiering (SM South Mall)
SM Manila Southern Associates Inc
08.2007 - 12.2007
- Manage transactions with customers using cash registers
- Scan goods and ensure pricing is accurate
- Collect payments whether in cash or credit
- Issue receipts, refunds, change or tickets
- Resolve customer complaints, guide them and provide relevant information
- Greet customers
- Maintain clean and tidy checkout areas
- Track transactions on balance sheets and report any discrepancies
- Handle merchandise returns and exchanges
- Knowledgeable of doing basic reports and inventory
- Organizes and carries a load of products during stocking, preparing displays, and maintaining inventory.
Administrative Associates
PDJ Integrated Construction (Integon)
03.2006 - 03.2007
- Collect, count, disburse money and complete banking transactions
- Communicate with the clients, employees and other individuals to answer queries
- Answer telephones, direct calls and takes the messages
- Compile, copy, sort and file records office activities, business transactions.
- Complete and mail bills, contracts, policies, invoices or checks
- Operates office machines
- Other ad hoc duties
Sales Associates
SUYEN Corporation (BENCH)
09.2005 - 03.2006
- Work with customers with the most cheerful and pleasant disposition
- Give answers to the customers questions or concern related to the product they are changed, demonstrate good knowledge of the product
- Communicate and assist customer in any way possible and as the customers may require
- Close as many deals as possible
- Set up advertising displays or arranges merchandise to promote sales
- Answers customer's question concerning location, price and use of merchandise
- Keep record of sales, prepare inventory of stock and order merchandise
Education
Bachelor of Science - Business Administration
Pamantasan Ng Lungsod Ng Muntinlupa
Muntinlupa City04-2013
Skills
- Customer Service
- Cash handling
- Deposits & Withdrawals
- Sales & Marketing
- Passion for Jewelry
- Computer Literacy
- Proactive problem-solver
- Knowledgeable in ERP System
- Point-of sales (POS)
- CRM System
- Complaint Handling
- Result Oriented
- Available to work weekends
Timeline
Credit and Collection Associate
JOURNEYTECH INC.
03.2024 - Current
Business Client Relations Associates (Vault Custodian) / Branch Jewelry Appraiser
PJ LHUILLIER INC. (CEBUANA LHUILLIER)
05.2013 - 02.2024
Cashiering (SM South Mall)
SM Manila Southern Associates Inc
08.2007 - 12.2007
Administrative Associates
PDJ Integrated Construction (Integon)
03.2006 - 03.2007
Sales Associates
SUYEN Corporation (BENCH)
09.2005 - 03.2006
Bachelor of Science - Business Administration
Pamantasan Ng Lungsod Ng Muntinlupa