Thelma De Mayo

- Ensure proper KYC done prior client onboarding.

-Responsible in handling new account opening for CASA, Time Deposits, Trust and Treasury Products.

- Cross selling and Upselling of bank's products and services(Time Deposit, Home Loan, Auto Loan, Personal Loan, Business Loan, Credit Card, Bancassurance)

-Handle and negotiates Time Deposit rates and Foreign Exchange rates to clients.

-Provided exceptional customer service, addressing inquiries and resolving issues efficiently.

-Assisted in processing transactions, ensuring compliance with bank policies and regulations.

-Collaborated with cross-functional teams to streamline operations and improve service delivery.

-Educated clients on financial products and services, enhancing their banking experience.

-Handled New Account Opening and Placement, Rollover, Termination of Time Deposits

-Maintained and deepen relationship to bank's existing clients

-Received and process over-the-counter transactions such as deposits, withdrawals, encashments, bills payments, and loan payments.

-Handled Telegraphic Transfer.

-Received and processed over-the-counter transactions such as deposits, withdrawals, encashments, bills payments, and loan payments.

-Responsible in processing of regular loans and alary loan.

-Handled monitoring of loan payments.