As a Detail-oriented Customer Service and New Accounts Specialist, I ensure 100% regulatory compliance by executing precise KYC verification and client profiling for all new banking relationships. I manage high-volume operations with a focus on accuracy, consistently meeting daily reporting and data management deadlines in fast-paced environments. By providing expert financial product support, I have streamlined the onboarding process to improve client satisfaction and reduce account setup time. My goal is to leverage these organizational skills to support business operations and drive measurable growth for your professional banking team.

New Accounts Specialist
Metrobank
February 2015 – 2026

• Assist customers with new account opening procedures, ensuring complete and accurate documentation.
• Perform KYC verification and client profiling in accordance with banking regulations and compliance requirements.
• Guide clients in understanding bank products and services, recommending suitable options based on their financial needs.
• Maintain and update customer records and account information in internal banking systems.
• Prepare daily, weekly, and monthly operational reports related to account openings and compliance documentation.
• Coordinate with internal departments to ensure efficient account processing and customer support.
• Deliver professional and friendly customer service to ensure a positive banking experience.

Strong attention to detail
Highly organized and reliable
Able to manage multiple tasks effectively
Committed to maintaining confidentiality and accuracy

Customer Service Training
Compliance or Data Privacy Training
Virtual Assistant Training