Summary
Overview
Work History
Education
Skills
Timeline
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GLENDALE CALIXTRO

Fort McMurray,AB

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

11
11
years of professional experience

Work History

Marketing Associate

BDO Universal Bank
03.2015 - 07.2023
  • Maintained documentation, detailing assignments, in-progress work and completed project milestones.
  • Generated leads through phone calls, emails and face-to-face interactions.
  • Input new data, updated old records and cross-checked information to keep marketing database up-to-date.
  • Examined needs, wants and spending patterns of target audience.
  • Collaborated with sales and marketing teams to coordinate promotional activities.
  • Monitored product line sales and costs, compiling thorough progress reports using data analysis.
  • Prepared, sorted and distributed reports to appropriate branches.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Educated customers on use of banking website and mobile apps.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted customers with banking needs and inquiries.
  • Processed applications for new accounts.
  • Cross-sold credit cards, loans and other bank products.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Handled various accounting transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.

Customer Service Associate

BDO Universal Bank
03.2012 - 06.2015
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Informed customers about special promotions and provided detailed information for various products.
  • Responded to customer calls and emails to answer questions about products and services.
  • Handled billing and payment issues following guidelines, resolving disputes properly.
  • Solved problems with products and services by providing customers with technical support.
  • Increased revenue by cross-selling and upselling products and services.
  • Developed and actualized customer service initiatives to decrease wait times.
  • Delivered prompt service to prioritize customer needs.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Promptly responded to inquiries and requests from prospective customers.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.

Education

Bachelor of Science - Computer Science

STI College
Manila, Philippines
11.2010

Skills

  • Business Administration
  • Sell Products
  • Data Entry
  • Verbal and Written Communication
  • Customer Relationship Management
  • Information Confidentiality
  • Microsoft Excel
  • Customer Service
  • Sales Strategies
  • Time Management
  • Schedule Management
  • Office Administration
  • Reading Comprehension
  • Greet Guests

Timeline

Marketing Associate

BDO Universal Bank
03.2015 - 07.2023

Customer Service Associate

BDO Universal Bank
03.2012 - 06.2015

Bachelor of Science - Computer Science

STI College
GLENDALE CALIXTRO