ROSE ANN V. DE ROBLES

Awarded as Regional Store Achiever 2025

Certified UITF Sales Person 2024

Consistent Awardee for Auto Loans

Consistent Awardee for Credit Cards

• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
• Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
• Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.

Consumer Loans Awardee

• Develops and implements the Business Center’s sales plan to attain its target business volume and contribute to the overall goals of Retail Banking Group and the bank performance
• Monitors market conditions and developments in the trading area and identify current and prospective sales opportunities including competitor movements
• Responsible for growing customer base through internal or external sales initiatives
• Conducts client calls, sales presentations and other sales activities to improve account profitability and expand the business
• Solicits new accounts and deepen business relationship with existing customers
• Conducts initial Know-Your-Client (KYC) procedures
• Maintains cordial working relations with the client by ensuring the timely and expeditious servicing of financial needs and requirements
• Conducts sales coaching, mentoring and discusses the latest scorecard results with the Business Relationship Officers to guide them in accomplishing sales targets
• Assists Lending Groups in soliciting creditworthy prospective loan clients

• Organizing sales visits and set appointments to the Account Manager or HR Manager for company payrolls
• Maintaining accurate records for after sales purposes and referrals
• Creating good relationship among the clients to maintain business
• Maintain confidentiality of the clients profiling
• Handles all complaints from the customers and resolve it within yourself
• Assist customers on their inquiries and ensure that they fully understand the agreements/product
• Providing best customer service
• Inbound and Outbound Telesales
• Attending exhibits, events and marketing promotion to establish new business

• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
• Calculate premiums and establish payment method
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
• Confer with clients to obtain and provide information when claims are made on a policy
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
• Perform administrative tasks, such as maintaining records and handling policy renewals
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice

• Provides accurate and reliable demographic and statistical financial market data to internal database/and to internal/external clientele
• Focus in ensuring the integrity of the company’s financial market information
• Fulfills the research / analytical / market study needs required / requested by the external clients to procure and retain future and current business
• Supports clients on data queries
• Supports company’s descriptive data like business summary and other textual information
• The job also involves reporting and maintenance of record of work done
• Preparing reports using Pivot table, MS Office, Charts and Power-point presentations

• Records all the Financial Transaction of Melski Garments
• Ensure all invoices are properly updated to the book.Transaction includes; purchases, sales, receipts and payments of individual or organization
• Attend to all calls relating to the business transaction of the owner as well as other personal matters such as bills, bank errands and trips
• Remind the owner on her daily schedule
• Book hotels, restaurants, taxi and conference room base on the type of meeting
• Organize event for the employees

• Assist the Executive Secretary in filing and recording the office files
• Coordinates all correspondence and office memos under the administration
• Maintaining and controlling the use of facilities and equipment
• Safeguard and keep in order the records, apparatus and other instruments
• Attending the guests, inquiry and/or complaints connected with the office
• Keeping restricted areas out of bounds to unauthorized persons
• Assist in the preparation of the Annual Board Meeting
• Organized Team Buildings for all the staff under the office