2015
Bachelor in Banking and Finance
Polytechnic University of the Philippines - Manila
More Info About Me
Results-oriented banking professional with over 10 years of experience. Proven track record in retail banking operations, wealth management products, and strict regulatory compliance (KYC/AML). Expert in managing high-volume financial transactions while maintaining exceptional client relationships and promoting diversified financial services.
My Skills and Competencies
Social Media Management
Certificates
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My Experience and Education
2024
-
2026
SECURITYBANK CORP
(Customer Advisor - New Accounts Officer)
Account Management: Facilitated the end-to-end lifecycle of individual and corporate accounts, including opening, maintenance, and closing procedures.
Wealth Management: Processed Unit Investment Trust Funds (UITF) and Diversified Investment Management Accounts; managed the opening and renewal of Time Deposits.
Compliance & Risk: Strictly adhered to Know Your Customer (KYC) and Anti-Money Laundering (AML) standards to ensure branch integrity and regulatory alignment.
Sales & Relationship Management: Promoted banking products and financial services to meet branch targets while building long-term client loyalty through personalized service.
2015
-
2023
BDO UNIBANK INC
(Client Service Associate /Marketing Assistant)
Cash Operations: Managed high-volume cash and check deposits, loan payments, and bills payment transactions with 100% accuracy.
Fraud Prevention: Diligently detected counterfeit currency and fraudulent transactions through meticulous signature verification and detail checks.
General Services: Executed specialized financial transactions, including Foreign Exchange, Telegraphic Transfers, Remittances, and the issuance of Manager’s/Gift Checks.
ATM Management: Oversaw the balancing and replenishment of ATM machines to ensure continuous service availability.
Customer Excellence: Provided professional service in a fast-paced environment, effectively resolving inquiries in person and via telephone.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.