Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
VERNETTE CHUA-LIM

VERNETTE CHUA-LIM

Malate Manila

Summary

Branch Head

Marketing Strategy

Planning Development Implementation Investment Communication Skills Resource Allocation Leadership Performance Management Team Training Documentation Management Regulatory Compliance Risk Management Customer Service Language (English, Filipino, Mandarin, Fookien) Accomplished branch head over 39 years of banking experience driving revenue through building and maintaining client relationships. Creative and dynamic marketer with proven expertise in consistently penetrating new markets to ensure sustainable revenue growth. Leverages exemplary communication and in-person meetings to establish presence and build a positive brand while fostering continuous client engagement. Adapt at working effectively to achieve goals both as a cross-functional team member and individual contributor. Knowledgeable and persuasive communicator. Achieving high client satisfaction and retention ratios .Analytical and knowledgeable business strategist experience with conducting due diligence and business analysis . Negotiating and structuring loan and investment transaction. Registered Licensed Salesman for Fixed Income

Overview

39
39
years of professional experience

Work History

Branch Head

Metrobank
Sta Cruz Manila
01.2023 - 01.2024
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Designed sales and service strategies to improve revenue and retention.
  • Supported outside sales force in servicing and obtaining new business.

Branch Head

Metrobank
Manila
01.2016 - 01.2023
  • (Escolta Branch)
  • Plans, directs and implements strategies to attain the branch's profitability/volume targets and corporate goals for promoting efficient/effective branch operations and for the general supervision of all activities of bank

Branch Head

Metrobank
Paco
01.2007 - 01.2016
  • Paco Branch
  • Developed strategies to increase sales and improve customer satisfaction levels.
  • Created and implemented new policies that improved the efficiency of the branch's operations.
  • Managed daily operations of a branch, including customer service, making sure branch stands out Far Exceed Standard for years consecutively

Branch Head

Metrobank
Luneta T.M. Kalaw Manila
01.2004 - 01.2007

Luneta TMkalaw Branch

  • Directed the training and development of all staff members in order to ensure they were meeting job requirements.
  • Established goals for each department within the branch and monitored their progress towards achieving those goals.
  • Analyzed financial statements and prepared reports on budget performance for senior management.
  • Conducted regular meetings with team members to discuss any issues or concerns related to their work.
  • Resolved customer complaints in a timely manner while maintaining a high level of professionalism.
  • Coordinated promotional activities to generate interest in products offered by the branch.
  • Ensured compliance with local laws, regulations, and safety standards at all times.
  • Promoted new products or services offered by the branch through various channels such as print media, social media.
  • Monitored competitors' activities and market trends in order to identify areas where improvements could be made.
  • Provided guidance and support to subordinate employees as needed.
  • Implemented cost-saving measures that resulted in increased profitability for the branch.
  • Utilized data analysis tools to identify opportunities for improvement within the branch's operations.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Established and built customer relationships through targeted outreach and initiatives.
  • Developed strategies to increase sales and improve customer satisfaction levels.

Assistant Manager

Metrobank, Downtown
01.1998 - 01.2004
  • Oversaw ATM funding operations, directed funding of two ATM machines, and optimized funding
  • Core Competencies
  • Summary
  • Education
  • Professional Experience availability, accuracy, and integrity
  • Supervised 13 tellers, oversaw daily teller operations and transactions, and assured quality service delivery to daily banking patrons
  • Conducted personnel performance reviews, provided constructive personnel feedback, and facilitated the advancement of promising professionals
  • Developed/submitted activity and performance reports to senior banking officers
  • Monitored transaction documentation processes and verified/maintained transaction accuracy and regulatory compliance.

Assistant Cashier

Metrobank, Downtown Center
01.1994 - 01.1997
  • Supervised 12 tellers, monitored funding transactions, and assured funding accuracy and integrity
  • Reviewed, documented, and submitted personnel performance reports to senior banking officers
  • Created and directed performance and productivity reports to branch officers

Management Trainee

Metrobank Head Office
01.1992 - 01.1992
  • Rotated through numerous front-line banking assignments, developed banking process insight and competency, and qualified for management accountabilities.

Document Verifier

Metrobank
01.1990 - 01.1992
  • Center)
  • Verified and approved client checks and signatures, assured check validity and customer identity, and mitigated bank risk and liability.

Signature

Verifier, Metrobank
01.1990 - 01.1990
  • Verified and approved client checks and signatures, assured check validity and customer identity, and mitigated bank risk and liability.

New Accounts Clerk

Metrobank, Downtown Center
01.1985 - 01.1990
  • Building/sustaining trust client relationships, opened new accounts, and cross-sold banking services.

Education

Bachelor of Science -

01.1984

Commerce - Banking and Finance

St. Paul College of Manila
01.1984

Secondary Degree -

Hope Christian High School
01.1980

Skills

  • Client relationship management
  • Financial analysis and planning
  • Deductive reasoning ability
  • Account analysis expertise
  • Reliable
  • Proficient in Microsoft operating System
  • Excellent communication skills
  • Staff supervision
  • Energetic
  • Key performance indicators
  • Investment guidance
  • Safety protocol
  • Strategic planning
  • Regulatory compliance
  • Risk analysis
  • Excels in team leadership
  • Strong interpersonal skills
  • Dependable
  • Excellent work ethic
  • People-oriented
  • Excellent time management skills
  • Chinese speaking
  • Compliance Management
  • Customer Service
  • Industry Expertise
  • Interviewing and Hiring
  • Risk Mitigation
  • Work Prioritization
  • Sales Development
  • Sales management
  • Operations Management

Additional Information

  • 2022 awarded Top 2nd Rank in Axa Sales, 2nd in MCC Sales.
  • 2020 Valuable Contributor in Metrohome
  • 2017 Level-up Branch Head Category
  • Top Area Metrohome Producer
  • AXA Dragon league Award quarter
  • 2015 Top Producing Federal Land Sales
  • 2012 AXA Dragon League Award
  • 2011 Valuable Contributor of AXA Award
  • 2010 Valuable Contributor of AXA Award
  • 2009 Valuable Contributor of AXA Award
  • 2007 Outstanding 3rd quarter Sales Toyota Cubao Inc.
  • Outstanding Sales Award from Toyota Manila Bay
  • 2006 Outstanding Sales Award from Toyota Manila Bay
  • President's Club Award Honored by Phil Charter Insurance Corporation with Millionaire's Club Award
  • 2005 Outstanding Medium Category Sales Treasury Award Top Client Referrer Award in Metro Manila Region (Treasury)

Timeline

Branch Head

Metrobank
01.2023 - 01.2024

Branch Head

Metrobank
01.2016 - 01.2023

Branch Head

Metrobank
01.2007 - 01.2016

Branch Head

Metrobank
01.2004 - 01.2007

Assistant Manager

Metrobank, Downtown
01.1998 - 01.2004

Assistant Cashier

Metrobank, Downtown Center
01.1994 - 01.1997

Management Trainee

Metrobank Head Office
01.1992 - 01.1992

Document Verifier

Metrobank
01.1990 - 01.1992

Signature

Verifier, Metrobank
01.1990 - 01.1990

New Accounts Clerk

Metrobank, Downtown Center
01.1985 - 01.1990

Bachelor of Science -

Commerce - Banking and Finance

St. Paul College of Manila

Secondary Degree -

Hope Christian High School
VERNETTE CHUA-LIM