Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic
Analyn Omega

Analyn Omega

Vancouver,Canada

Summary

Dynamic banking professional with extensive experience in customer service and financial transactions. Proven expertise in conflict resolution and communication strategies, utilizing active listening and empathy to deliver tailored banking solutions. Recognized for enhancing client satisfaction and loyalty while driving operational efficiency in fast-paced environments. Demonstrates strong analytical and critical thinking skills, with a commitment to maintaining compliance and fostering team collaboration.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Customer Experience Associate / Bank Teller

Scotiabank
Labrador City, Canada
01.2023 - 05.2025
  • Processed financial transactions, including deposits, withdrawals, bill and loan payments, wire transfers, and credit card services.
  • Assisted with account openings, card activations, and responded to client service inquiries.
  • Investigated and resolved debit/credit card issues in a timely and professional manner.
  • Performed daily teller balancing, and ensured compliance with internal controls and regulatory standards.
  • Delivered client-focused service and contributed to a positive, efficient branch environment.
  • Collaborated with team members to streamline processes and support continuous improvement.
  • Stayed updated on banking products to provide informed, personalized recommendations.
  • Maintained confidentiality and protected client data in accordance with company policies and regulations.
  • Resolved customer complaints promptly while maintaining a positive company image.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Documented customer interactions accurately for compliance and audit purposes.
  • Assisted customers with inquiries and provided tailored banking solutions.
  • Performed cash handling duties including counting currency, coins and checks.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Promoted bank products and services to enhance customer satisfaction.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.

Maintenance Coordinator

Carol Lake Metal Works
NL, Canada
11.2022 - 08.2023
  • Manage a team of employees, track daily progress, and plan overall projects.
  • Guided bidding and selection procedures to locate external vendors and suppliers for needed parts.
  • Assigning employees daily tasks to manage resources and fulfill deadlines.
  • Maintained accurate records of maintenance activities and compliance documentation.
  • Communicated with teams to prioritize urgent maintenance requests effectively.
  • Performed preventive maintenance tasks and checked facilities and grounds for issues needing attention.
  • Reviewed job orders regularly to ensure tasks were completed according to established standards.
  • Maintained detailed records of maintenance activities, ensuring accuracy and completeness.
  • Scheduled and oversaw completion of planned repairs and refurbishment projects.
  • Evaluate team members' strengths and weaknesses, and distribute assignments based on skill level.
  • Execute preventive maintenance tasks, and address issues that arise.
  • Prepared monthly pre-use reports for auditing fleets and equipment.
  • Coordinated maintenance schedules to ensure equipment reliability and availability.
  • Working closely with outside vendors and contractors to ensure that repairs are done in a timely, cost-effective manner.
  • Collaborated with other departments to ensure that their maintenance requirements were met in a timely manner.
  • Organized regular meetings with supervisors to discuss current issues related to maintenance activities.
  • Filled out work orders, repair logs and maintenance plans to document work completed.
  • Oversaw workforce schedules and allocated resources in order to achieve project goals.
  • Delegated work to staff, setting priorities and goals.
  • Inspected completed work to assess quality and identify skill gaps.
  • Monitored employee work levels and optimized performance with strategic approaches.

Licensed Trader & Authorized Sales Person in PSE

R. Coyiuto Sec, Inc.
11.2019 - 09.2022
  • Provide market updates and insights to clients to keep them up to date on market trends.
  • Made offers and bids to buy and sell securities.
  • Execute equity, mutual funds, fixed income, UITF, and bonds.
  • Conduct research and analysis to uncover investment possibilities and market trends, and then utilize this data to inform trading decisions.
  • Technical and stochastic analysis are used to analyze and research stocks.
  • Execute buy and sell trades in equities and financial instruments for clients, utilizing a variety of trading strategies and platforms.
  • Monitor and make reports for AMLA (Anti-Money Laundering).
  • Prepare credit and debit memos for Marketable Securities.
  • Doing a JV for a bank transfer.
  • Preparing daily reports, JV allowance for bad debts, and available-for-sale final assets.
  • Analyzed market trends to inform trading strategies and decision-making processes.
  • Managed client relationships by providing timely updates on market conditions and trades.
  • Utilized trading software for real-time data analysis and trade execution management.
  • Created detailed reports outlining current market conditions
  • Analyzed customer requirements and recommended efficient investment products.

Licensed Trader in PSE

Wealth Securities, Inc.
Taguig City, NCR
05.2013 - 10.2019
  • Analyzed market trends to inform trading strategies and decision-making.
  • Executed trades across various asset classes with precision and accuracy.
  • Monitored real-time market data to identify trading opportunities and risks.
  • Utilized advanced trading platforms to execute orders efficiently and effectively.
  • Conducted thorough research on securities to support informed trading decisions.
  • Executed trades in stocks, bonds, options and futures contracts using electronic trading platforms.
  • Communicated with clients to understand their investment goals and preferences.
  • Analyzed market data, news reports, financial statements, and other relevant information to assess potential investments.
  • Analyzed customer requirements and recommended efficient investment products.
  • Made bids and offers to buy or sell securities.
  • Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
  • Forecasted generation costs, market prices and demand to make accurate trading decisions.

Licensed Financial Advisor

Sunlife of Canada
Taguig City, NCR
02.2015 - 12.2017
  • Assisted clients in developing personalized financial plans and investment strategies.
  • Educated clients on various insurance products and investment options available.
  • Analyzed market trends to provide informed recommendations to clients.
  • Built strong relationships with clients through effective communication and trust-building.
  • Responded promptly to customer inquiries about their accounts or specific investment products.
  • Reviewed existing policies for accuracy and completeness in accordance with company standards.
  • Prepared periodic reports detailing progress made towards achieving long term goals set by each customer.
  • Provided financial advice to clients regarding investments, insurance, and other financial products.
  • Created customized investment plans that meet clients' individual goals and objectives.
  • Educated clients on topics such as budgeting, retirement planning, debt management, taxes.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.
  • Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
  • Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.

Customer Service Assistant

Emarat Petroleum
Dubai
03.2005 - 05.2006
  • Assisted customers with inquiries and product information at Emarat Petroleum.
  • Processed transactions accurately using point-of-sale systems.
  • Maintained cleanliness and organization of service areas for optimal customer experience.
  • Educated customers on loyalty programs and promotions offered by Emarat Petroleum.
  • Handled customer complaints with professionalism and empathy during busy periods.
  • Delivered exceptional service by actively listening to customer needs and preferences.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Performed administrative tasks such as filing documents, entering data into computer systems.
  • Handled returns and exchanges in accordance with store policies while maintaining positive customer relations.
  • Processed payments accurately and efficiently using cash registers and other point of sale systems.
  • Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
  • Managed stock levels by ordering necessary supplies when needed.
  • Met or exceeded customer service metrics by providing excellent customer support.
  • Developed relationships with repeat customers by recognizing individual preferences when possible.
  • Utilized problem solving skills to resolve customer issues quickly and efficiently.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.

Pre-Audit Clerk / Senior Reservation Officer

Philtranco Service Enterprise, Inc.
Pasay City, NCR
12.1999 - 01.2005
  • Maintained organized records of audit findings and supporting documentation.
  • Conducted routine checks on transactions to ensure proper documentation was maintained.
  • Utilized accounting software to track and analyze financial data effectively.
  • Supported internal audits by providing necessary documentation and insights as needed.
  • Checked data points, documentation and financial postings for accuracy, integrity and compliance with standards.
  • Researched and corrected data and account variances.
  • Maintained accurate records of all audits conducted
  • Prepare daily reports, file records and documents, encode sales invoices, and handle the receiving and releasing of trip collection and reservation sales reports.
  • Manage trip reservations and bookings from various destinations, ensuring all customer interactions are handled in a timely, professional, and customer-focused manner, while providing accurate information about company services.
  • Organize and arrange inter-office memoranda, staff schedules, and assist in mentoring and training other reservation officers and trip stewardesses to maintain consistent, high-quality customer service.
  • Compute the shortage or overage of cashiers, baggage agents, and conductors or drivers, collection trips, and receipts for southbound and northbound trips.
  • Monitored overall daily revenue, prepared productivity reports, and posted daily revenue summaries on the bulletin board.

Education

Bachelor of Science - Business Administration And Management

Adamson University
Manila, Philippines
04-1999

M.D. - Business Administration

Adamson University
Manila, Philippines

Skills

  • Trading
  • Audit
  • Finance
  • Customer service skills
  • Stock market
  • Financial planning
  • Investments
  • Organizational skills
  • Teamwork and collaboration
  • Leadership skills
  • Sales and marketing
  • Analytical and problem-solving
  • Critical thinking
  • Adaptability and flexibility
  • Communication skills
  • Detail orientation
  • Administrative support

Certification

  • Licensed in Flextrade PSE (04/04/2017)
  • Licensed in Tradex PSE (01/01/2015)
  • Passed the Licensing in Variable Unit Life (09/24/2015)
  • Licensed Trader in SEC - Securities Exchange Commissions (2014)
  • Authorized Trader in (DDS) Dollar Denominated Securities (2014)
  • Licensed in PAM PSE (2013)
  • Passed the Licensing Examination in Insurance (Traditional or Life), 07/01/2011

Accomplishments

  • Best of the Best, Top Individual Performer at Scotiabank, Atlantic Region Canada 2024
  • Star of the Month In Emarat Petroleum Corporation, Dubai, UAE 10/01/2005
  • Star of the Month In Emarat Petroleum Corporation, Dubai, UAE 03/01/2006
  • Promoted from Senior Reservation Clerk to Pre-Audit Clerk, Manila Philippines 2003

Languages

  • English, Fluent
  • Filipino, Fluent

Timeline

Customer Experience Associate / Bank Teller

Scotiabank
01.2023 - 05.2025

Maintenance Coordinator

Carol Lake Metal Works
11.2022 - 08.2023

Licensed Trader & Authorized Sales Person in PSE

R. Coyiuto Sec, Inc.
11.2019 - 09.2022

Licensed Financial Advisor

Sunlife of Canada
02.2015 - 12.2017

Licensed Trader in PSE

Wealth Securities, Inc.
05.2013 - 10.2019

Customer Service Assistant

Emarat Petroleum
03.2005 - 05.2006

Pre-Audit Clerk / Senior Reservation Officer

Philtranco Service Enterprise, Inc.
12.1999 - 01.2005

Bachelor of Science - Business Administration And Management

Adamson University

M.D. - Business Administration

Adamson University

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Analyn Omega