Thelma De Mayo
Taytay
Summary
Dynamic Customer Advisor Officer with extensive experience at Security Bank Corporation, excelling in KYC compliance and customer service. Proven track record in resolving client issues and successfully cross-selling financial products. Skilled in CRM and complaint resolution, fostering strong client relationships to enhance satisfaction and loyalty.
Overview
23
23
years of professional experience
Work History
Customer Advisor Officer
Security Bank Corporation
07.2015 - Current
- Ensure proper KYC done prior client onboarding.
-Responsible in handling new account opening for CASA, Time Deposits, Trust and Treasury Products.
- Resolving issues of client's complaints, inquiries and requests.
- 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 and Foreign Exchange rates to clients.
-Responsible in processing of Telegraphic Transfer.
Sales Associate
Asia United Bank
08.2012 - 07.2015
-Handled New Account Opening and Placement, Rollover, Termination of Time Deposits
-Maintained and deepen relationship to bank's existing clients
Service Associate
Asia United Bank
03.2011 - 08.2012
-Received and process over-the-counter transactions such as deposits, withdrawals, encashments, bills payments, and loan payments.
-Handled Telegraphic Transfer.
Bank Teller
Rural Bank of Cainta, Inc.
02.2004 - 05.2010
-Received and processed over-the-counter transactions such as deposits, withdrawals, encashments, bills payments, and loan payments.
Loan Processor
Rural Bank of Cainta, Inc.
06.2002 - 02.2004
-Responsible in processing of regular loans and alary loan.
-Handled monitoring of loan payments.
Education
Bachelor of Science - Banking And Finance
Centro Escolar University
Mendiola, Manila03-2001
Skills
-KYC
-CRM
-Customer Service
-Computer skills
-Complaint handling and resolution
Timeline
Customer Advisor Officer
Security Bank Corporation
07.2015 - Current
Sales Associate
Asia United Bank
08.2012 - 07.2015
Service Associate
Asia United Bank
03.2011 - 08.2012
Bank Teller
Rural Bank of Cainta, Inc.
02.2004 - 05.2010
Loan Processor
Rural Bank of Cainta, Inc.
06.2002 - 02.2004
Bachelor of Science - Banking And Finance
Centro Escolar University
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