WILSON J. PANERA JR.
Cagayan de Oro City
Summary
7+ years total work experience focused in Banking Industry. Experienced Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Managed bookkeeping role for 3years. Exceptional bookkeeping, reporting and communications skills enabled impressive results.
Overview
8
8
years of professional experience
Work History
Branch Bookkeeper
UCPB SAVINGS BANK
01.2021 - Current
- Branch bookkeeper is responsible for keeping the records of the financial statement and ensures that all the accounts are properly booked and keeping the financial balanced
Roving Bank Teller
UCPB SAVINGS BANK
01.2019 - 01.2021
- Provides account services to customers by receiving deposits and loan payments, encashment, cross selling of bank products
Full time Financial Specialist
AXA PHILIPPINES
01.2018 - 12.2018
- Based in PSBank Branch to offer solutions that address the financial needs of the bank customers
Medical Sales Representative
CEBU RTK MARKETING, INC.
01.2017 - 12.2017
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, FINANCIAL MANAGEMENT
XAVIER UNIVERSITY- ATENEO DE CAGAYAN
01.2017
Skills
- Computer literate (Microsoft Word, Excel, and PowerPoint)
- Ability to work independently with less supervision
- Time management and well organized
- Energetic and hardworking with the ability to adapt to environment easily
- Good oral and written communication
- Good quality service to clients
- Keen to details
- Bookkeeping
- Accounting and bookkeeping
Trainings & Seminars Attended
- Certificate of Participation on the Safety ng Kasama Mo: Branch Security Awareness Program
- Certificate of Completion on Signature Verification and Forgery Detection
- Certificate of Completion on Know Your Money and Counterfeit Detection
- Certificate of Completion for New Employees Orientation Program by UCPB Savings Bank
- Certificate of completion for Bloomberg Professional Service Training Program- East West Educational Specialists
- Certified Financial Markets Professional
Timeline
Branch Bookkeeper
UCPB SAVINGS BANK
01.2021 - Current
Roving Bank Teller
UCPB SAVINGS BANK
01.2019 - 01.2021
Full time Financial Specialist
AXA PHILIPPINES
01.2018 - 12.2018
Medical Sales Representative
CEBU RTK MARKETING, INC.
01.2017 - 12.2017
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, FINANCIAL MANAGEMENT
XAVIER UNIVERSITY- ATENEO DE CAGAYAN
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