Experienced professional in Business Administration with over 9 years in banking and a Bachelor's degree in Accounting Management. Currently a Financial Services student at SAIT, proficient in financial management and client services.
Supports indigenous children in residential facilities by providing direct care, assisting with daily activities like hygiene and meals, and implementing behavioral strategies to manage challenges. Offers emotional and social support, engage residents in activities, and maintain records of progress and incidents. Collaboration with staff and communication with residents and families are crucial, ensuring safety through monitoring and crisis intervention. Promotes life skills, advocating for residents’ rights, adhering to regulations, and ongoing professional development to enhance caregiving skills and support quality of life in the group home setting.
Responsible for delivering exceptional service to clients, ensuring their needs are met promptly and efficiently. Handles client inquiries, providing information about financial products and services, and assisting with account management tasks such as transactions and documentation. Maintains accurate records of client interactions, ensure compliance with regulatory requirements, and collaborate closely with other departments to resolve complex issues. Identify opportunities for client referrals and contribute to the overall success of the wealth management department through dedication to customer satisfaction.
Delivers excellent customer service by assisting clients with banking transactions, providing information on various financial products, and resolving customer inquiries and issues. Handles account openings, closures, and changes while ensuring compliance with banking regulations and security protocols. Responsible in promoting additional banking services, maintaining accurate records, and collaborating with team members to achieve branch objectives and enhance overall client satisfaction through proactive communication and personalized support.
Responsible for accurately and efficiently processing over-the-counter transactions such as deposits, withdrawals, payments, foreign currency exchanges, and other miscellaneous transactions in a timely manner.
Customer Service Skills
Communication Skills
Teamwork and Interpersonal Skills
Technology Skills
Administrative Skills
Multitasking Skills
Cash Management Skills
Financial Management Skills
Certified Unit Investment Trust Fund Salesperson (Philippines)
Licensed Insurance Agent (Philippines)