Symon Peter Bulasag

• Supervised operations staff and kept employees compliant with company policies and procedures.
• Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
• Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
• Developed and implemented strategies to maximize customer satisfaction.
• Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
• Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
• Implemented quality control systems that boosted overall product consistency and reliability.
• Directed initiatives to improve work environment, company culture or overall business strategy.
• Analyzed and reported on key performance metrics to senior management.
• Developed systems and procedures to improve operational quality and team efficiency.
• Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
• Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
• Facilitated smooth collaboration between departments through clear communication channels.
• Identified and resolved unauthorized, unsafe, or ineffective practices.
• Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
• Championed safety protocols to maintain a secure working environment, reducing workplace accidents significantly.
• Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
• Introduced new methods, practices, and systems to reduce turnaround time.
• Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
• Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
• Trained and guided team members to maintain high productivity and performance metrics.
• Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
• Reported issues to higher management with great detail.

Specific Functions:

- review of Customer Information File processing/encoding output

- approval of CIF processing/encoding output

- consolidation of output at End-of-Day for reporting

- assesses systems and procedures and coordinates with other units for the improvement of the existing service factory

- handles Audit concerns, queries and instructions, resolves Audit items

- coordinates with the Unit Manager and Dept Head in improving the existing FTE of the department and handles internal employee concerns, issues, etc.

- addresses email concerns and phone queries from the branches, higher ups and other units

- handles bulk/batch uploading of outputs and tagging in the system

- approval of centralized Time Deposit transactions

- approval of centralized account hold outs & lifting, CIF suspension and revocation, and other types of account maintenance

- assisted in the UAT in the RCBC-RSB migration

- conducts classroom discussion as our department's representative in the monthly Branch Induction Program of new hires

- reviews garnishment documents submitted by garnishment agencies

- approval of hold out, lifting, and release of garnished accounts in the bank system

- coordinates with garnishing units in the confirmation of potential garnishing debtors

- coordinates with garnishing agencies for follow ups, check releases and other garnishment concerns

- send out letters (confirmed sufficient, confirmed “none” in RCBC, clarification, stock annotation, additional info, etc) to garnishment agencies

- reports summary of garnishment outputs to the Unit Manager.

- accomplishes the department's Orderlist, KRI CST, RCSA and other reports

- assists the Department Head in the development and overseeing of projects

- drafts Internal Guidelines and assists the Head in updating the Operations Manual of the department

• Supervises New Accounts processors and New Accounts process
• Assists Branch Manager on daily callouts for Time Deposit maturities and secures dispositions from clients with regards to their matured accounts
• Performs cross selling and account advises in case of client queries
• Assures account openings are in accordance with the existing protocols by the Compliance division
• Coordinates with the Compliance group in case of major AMLA tasks that are needed to be accomplished like securing approvals from the segment head, reviewing and investigation of PEP accounts and reporting account information if requested by Compliance. Designates AMLA alerts to personnel for transaction/account investigation in the bank's AMLA system.
• Secures and monitors Reordered Checkbooks and ATM cards.
• Performs reviewing and authorization/overriding of banking transactions.
• Secures approvals from the higher ranks in case of deviations from the standard operational processes and policies.
• Monitoring of account documents like forms and signature cards and other files.
• Conducts monthly review/inspection of branch FFE and alarm system.
• Completes month-end reports and certifications.
• Assisting the Branch Manager on monthly meetings and daily huddles
• Coaching of subordinates and new hire/s
• Assures that staff personnel are well-informed and oriented with regards to the new IOMs, Notices, and Announcements etc.
• Annually updates permits and complies with other government requirements of the branch.
• Collects annual Safety Deposit Box rental fees on a monthly basis, reports and reviews collection.
• Supervises regularization of account opening documents and other banking transaction files.
• Monitors and reports to Compliance and Head Office in case of reported garnished accounts in the branch.
• Reviews DST and SSS monthly reports to Head Office.
• Ensures that all BSP policies are implemented within the branch, makes sure that signage, stickers and other notices are present within the bank premises.

• Account solicitations
• Assisted the Branch Manager on client calls
• Cold calls and appointment settings with prospect clients
• Conducts KYC process and orientation to walk-in clients
• Provides leads to Branch Manager and sends out appointment letters or calls for appointment setting
• Provides sales and call reports to Branch Manager
• Refer accounts to other division like loans, etc.

• Pilot batch
• 6 months of intense classroom training of general banking programs

• Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Assisted customers with account inquiries, resolving issues promptly and professionally.

• Analyzed problems and worked with teams to develop solutions.
• Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
• Sorted and organized files, spreadsheets, and reports.
• Collaborated effectively with team members across departments, fostering a cohesive work environment conducive to accomplishing shared objectives.