BSBA Major in Human Resource Development Management (HRDM)
Technological Institute of the Philippines
I’m a seasoned professional with integrity and a strong work ethic, so you can rest assured that I will meet your deadline and maintain your information’s privacy. I am able to implement new effective data inputting ideas and techniques as well as understanding that data is only valuable if it is accurate, up to date and useable. I am looking forward to use the experiences and skills that had previously acquired in order to become an asset to the team and the company. I will definitely love to hear from you and work with you.
Technological Institute of the Philippines
- Manage my family's own small business (Transportation, Online Selling and Printing Business)
- Ensure that daily operations run smoothly and efficiently.
- In the transportation business, I monitor our driver's schedule, collect daily boundary collection, ensure that the car is clean and well maintained to meet the passenger's expectation and to ensure their safety.
- In online selling, I manage orders, respond to customer inquiries, check inventory and arranging deliveries.
- In printing business, I process customers' orders, ensure the quality of printed materials and meet deadlines. I also manage expenses and keep records.
Client Portfolio Management: Maintain regular communication with assigned clients to understand their long-term financial objectives, risk tolerance, and changing life cycle needs.
Financial Advisory: Provide personalized recommendations on investments, credit facilities, lending solutions, and asset safeguarding
Business Development & Acquisition: Proactively source and acquire new high-net-worth or corporate clients through networking, referrals, and strategic pitches.
Cross-Selling & Revenue Generation: Identify opportunities to cross-sell bank products and services (such as insurance, forex, wealth management, and loans) to increase profitability.
Risk & Compliance Management: Conduct Know Your Customer (KYC) reviews, perform risk assessments, and ensure complete adherence to internal banking policies and regulatory standards
Client Service & Issue Resolution: Act as a reliable problem-solver, coordinating across internal banking departments to fast-track priority transactions and resolve complaints.
Assist Relationship Managers in assisting clients and maintaining portfolio.
Remind / call clients on their PN interest and maturity dues to ensure no past due by end of day.
File and create daily transactions and ensure completion of daily tasks.
Create post approval documentation for the approved loan applications.
Assist Relationship Managers in assisting clients and maintaining portfolio.
Remind / call clients on their PN interest and maturity dues to ensure no past due by end of day.
File and create daily transactions and ensure completion of daily tasks.
Create post approval documentation for the approved loan applications.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.