Sharmaine Angeli Ocampo
Calamba
Summary
Customer-Focused Banking Professional experienced in customer relationship management and banking software. Enhanced client satisfaction through effective financial advising and transaction management while collaborating with teams to drive results and educate customers on digital banking tools. Versatile Teller knowledgeable about account management and banking products, delivering exceptional service with strong communication skills.
Overview
1
1
Certification
5
5
years of post-secondary education
12
12
years of professional experience
Work History
Universal Banker
Direct Banko Subsidiary of BPI
Calamba City
08.2023 - Current
- Assisted customers with account inquiries and banking services.
- Processed transactions accurately using banking software and systems.
- Educated clients on effective use of digital banking tools and features, enhancing their banking experience.
- Resolved customer issues efficiently to enhance satisfaction levels.
- Maintained compliance with banking regulations and policies consistently.
- Managed cash handling procedures during daily operations effectively.
- Provided support for loan applications and credit assessments promptly.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Responded to telephone inquiries about account balances, fees, and general information, providing accurate and timely assistance.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Delivered fast, knowledgeable service to meet diverse banking needs, contributing to high customer satisfaction.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Advised customers on how to use mobile banking applications effectively.
Data Analyst
STRAIVE
Calamba
07.2017 - 04.2023
- Analyzed large data sets to uncover actionable trends and insights that informed business strategies.
- Developed interactive dashboards using visualization tools to present data clearly and enhance decision-making.
- Collaborated with cross-functional teams to gather and validate data requirements, ensuring alignment with project goals.
Records Specialist
Dr. Jose P.Rizal Memorial District Hospital
Calamba
05.2014 - 04.2017
- Managed patient records, ensuring accuracy in data entry for reliable documentation.
- Coordinated with healthcare staff to keep medical documentation current and accessible.
- Implemented filing systems for efficient retrieval of patient information.
- Conducted routine checks to verify integrity of electronic health records, safeguarding patient information.
- Maintained confidentiality and security of sensitive patient information at all times.
- Retrieved records upon request from internal or external sources.
- Assisted in audits by organizing and preparing necessary documentation for review.
- Verified documents and associated records to catch and resolve discrepancies.
Education
Bachelor of Science - Computer Science
LAGUNA COLLEGE OF BUSINESS AND ARTS
Calamba , Philippines 04.2007 - 04.2012
Skills
- Banking software
- Loan processing
- Transaction management
- Customer education
- Customer relationship management
- Financial advising
- Time management
- Attention to detail
- Team collaboration
Certification
- Information Security Awareness Program (ISAP)
- Financial Consumer Protection
- Data Privacy Awareness
- FCP Affirmation
- Money Laundering/Terrorism and Proliferation Financing Prevention Program (MTPP)
- PSAC Affirmation (CASH-HANDLING EMPLOYEES)
References
References available upon request.
Timeline
Universal Banker
Direct Banko Subsidiary of BPI
08.2023 - Current
Data Analyst
STRAIVE
07.2017 - 04.2023
Records Specialist
Dr. Jose P.Rizal Memorial District Hospital
05.2014 - 04.2017
Bachelor of Science - Computer Science
LAGUNA COLLEGE OF BUSINESS AND ARTS
04.2007 - 04.2012