SHERYL DE VERA
RIZAL - CAINTA
Summary
Dynamic Financial Advisor with a proven track record at Sun Life Financial, excelling in relationship building and investment advice. Leveraged analytical thinking to develop tailored financial plans, fostering client loyalty and achieving significant portfolio growth.
Committed to professionalism and customer service, ensuring clients receive optimal financial solutions.
Professional with strong background in customer interactions and service solutions.
Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
20
20
years of professional experience
Work History
Financial Advisor
Sun Life Financial
01.2021 - 12.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Fraud Analyst
Metrobank Card
06.2011 - 12.2011
- Evaluated customer data to identify and prevent fraudulent activities.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Performed risk assessments to determine level of fraud risk and prioritize investigations.
- Tracked fraud cases and monitored trends to develop strategies for prevention.
- Produced detailed reports of fraud investigations and presented findings to senior management.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
Inventory Specialist
7 CASTLES, INC
08.2010 - 03.2011
- Enhanced inventory accuracy by conducting regular cycle counts and reconciling discrepancies.
- Performed data entry and completed proper paperwork.
- Completed physical inventory counts each month.
- Collaborated with team members to ensure timely completion of daily tasks, increasing overall productivity.
Bank Teller
BANCO DE ORO
06.2006 - 04.2010
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Accounting Assistant
LUMER UNIVERSAL MANAGEMENT SERVICES, INC
07.2003 - 03.2006
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
Education
Bachelor of Science - Business Management
PHILIPPINE SCHOOL OF BUSINESS ADMINISTRATION
Quezon City, Metro Manila, Philippines03-2003
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Banking
- Professionalism and courtesy
- Customer service
Timeline
Financial Advisor
Sun Life Financial
01.2021 - 12.2023
Fraud Analyst
Metrobank Card
06.2011 - 12.2011
Inventory Specialist
7 CASTLES, INC
08.2010 - 03.2011
Bank Teller
BANCO DE ORO
06.2006 - 04.2010
Accounting Assistant
LUMER UNIVERSAL MANAGEMENT SERVICES, INC
07.2003 - 03.2006
Bachelor of Science - Business Management
PHILIPPINE SCHOOL OF BUSINESS ADMINISTRATION
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