Roxas, Clyde Jefferson A.
___________________________________________________
Summary
To pursue a highly rewarding career, seeking for a job in challenging and healthy work environment where I can utilize my skills and knowledge efficiently for organizational growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Service Associate
Rizal Commercial Banking Corporation
3 2019 - Current
- Conducted KYC and Customer Due Diligence reports on questionable accounts and transactions.
- Maintained detailed documentation of KYC Documents and Risk Profiling measures taken for on-boarding Clients.
- Conducted regular reviews of existing client relationships, identifying opportunities for cross-selling while maintaining compliance standards.
- Determined customer risk ratings based on analysis and research findings.
Branch Service Specialist
RCBC Savings Bank
12.2017 - 2 2019
- Adhered to strict financial and customer data guidelines to avoid breaches and information misuse.
- Prepared high-risk reviews with results and recommendations for customer onboarding, closure and retention.
- Ensured compliance with regulatory requirements by conducting thorough customer due diligence.
Customer Service Associate
RCBC Savings Bank
08.2016 - 11.2017
- Cash Handling ( Deposits and Withdrawals)
- Explained bank services, financial products and applicable fees to customers.
Teller
Eastwest Bank
09.2015 - 08.2016
- Handling Over-the-counter Transactions
Education
BSBA Major in Financial Management
University of The East
Caloocan City, Metro Manila, PhilippinesSkills
Customer service excellence
undefinedPersonal Information
Birthday: May 30,1995 Nationality: Filipino Sex: Male Civil Status: Married
Certification
Certification of Eligibility, Civil Service Commission
Character Reference
Leonardo Pantoja Jr - Branch
Manager, RCBC +63 922 184848
Marjorie Madera - Service Officer,
RCBC +63 922 184848
Timeline
Certification of Eligibility, Civil Service Commission
08-2019
Branch Service Specialist
RCBC Savings Bank
12.2017 - 2 2019
Customer Service Associate
RCBC Savings Bank
08.2016 - 11.2017
Teller
Eastwest Bank
09.2015 - 08.2016
Senior Service Associate
Rizal Commercial Banking Corporation
3 2019 - Current
BSBA Major in Financial Management
University of The East
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