Jay Ann Mae Calumpang
Edmonton,Canada
Summary
Experienced banking professional with 15 years experience in retail banking and investments, a Certified Treasury Professional, and Investment Funds in Canada (IFC). Known for delivering client-focused financial guidance and exceptional service. Proven leader with strong organizational skills, attention to detail, and a solid track record in operational efficiency and regulatory compliance. Committed to helping clients achieve their financial goals through tailored solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Service Representative
ATB Financial
05.2024 - Current
- Fostered strong client relationships through needs-based consultations and personalized service.
- Enhanced client experience by facilitating expert referrals and promoting digital banking solutions.
- Delivered consistent, high-quality service to maintain and grow client satisfaction and loyalty.
Server
Chartwell Retirement Residences
01.2024 - 05.2024
- Assisted in meal preparation and catering services while maintaining clean, safe, and sanitary work areas to ensure a secure environment for residents, visitors, and staff.
Front of the House Crew
Tim Hortons
04.2024 - 05.2024
- Delivered high-quality customer service by efficiently handling orders, processing payments, and ensuring proper food preparation and presentation.
Manager | Sales Management Officer
Metropolitan Bank and Trust Company
01.2019 - 11.2023
- Oversaw client onboarding, deal execution, compliance, and daily reconciliation, significantly enhancing the sales productivity of the investment sales desk.
- Provided leadership and mentorship to other sales management officers, fostering a collaborative, high-performance team while actively contributing to process development and continuous improvement initiatives.
- Delivered exemplary service to high-net-worth clients, ensuring strict confidentiality and adherence to regulatory standards.
- Acknowledged as a key member of a high-performing investment desk, driving notable revenue growth for the bank.
Investment Specialist
Metropolitan Bank and Trust Company
08.2018 - 12.2018
- Provided expert guidance to high-net-worth clients in developing customized investment strategies aligned with their financial objectives and risk tolerance, effectively optimizing portfolio returns.
- Contributed to the bank’s profitability by cultivating strong client relationships and delivering exceptional service, resulting in significant revenue generation.
- Delivered tailored financial solutions that supported clients in achieving their financial goals, fostering long-term client satisfaction and loyalty.
Branch Operations Officer
Metropolitan Bank and Trust Company
03.2014 - 08.2018
- Supervised daily branch operations, including over-the-counter transactions and new account setups, ensuring seamless execution and full compliance with internal policies and regulatory standards.
- Promoted and cross-sold a range of banking products, including consumer loans, credit cards, deposits, and investments, consistently exceeding yearly revenue targets and driving significant income for the bank.
- Ensured high levels of customer satisfaction by delivering personalized financial solutions, fostering long-term relationships, and enhancing branch performance.
Management Trainee
Metropolitan Bank and Trust Company
08.2013 - 02.2014
- Successfully completed the Officer’s Development Program, which included comprehensive classroom instruction on banking products and services, along with assessments, exams, and revalida, all critical for the practical application and advancement in an officer role.
Regional Customer Service Representative
Metropolitan Bank and Trust Company
06.2013 - 08.2013
- Rotated through various branches to support daily operations and address staffing needs, ensuring continuity and efficiency in branch functions.
Customer Service Representative – Sundries/New Accounts
Metropolitan Bank and Trust Company
04.2010 - 06.2013
- Assisted clients with account openings and updates, providing comprehensive guidance on a range of banking products, including investments, online banking, consumer loans, insurance, and credit cards.
- Efficiently processed telegraphic transfers, foreign exchange transactions, demand draft applications, and foreign check processing, ensuring accuracy and compliance with bank procedures.
- Consistently met or exceeded sales targets for consumer loans, credit cards, investments, and insurance, contributing to the bank’s revenue growth.
Customer Service Representative – Teller
Metropolitan Bank and Trust Company
10.2009 - 03.2010
- Delivered efficient and excellent customer service to clients by assisting with transactions, responding to inquiries, and offering detailed information on banking products and services.
Technical Support Representative
Sykes Asia, Incorporated
07.2009 - 09.2009
- Diagnosed and troubleshot technical issues related to the service provided by the company in a timely and efficient manner.
Education
Bachelor of Science - Management
University of The Philippines
Cebu, Philippines04.2009
Investment Funds in Canada Course (IFC)
Canadian Securities Institute
Alberta, Canada11.2024
BAP Treasury Certification Program
Ateneo Graduate School of Business
Manila, Philippines05.2019
Skills
- Client Relationship Management
- Time Management
- Analytical Thinking
- Teamwork and Collaboration
- Branch Banking Operations
- Consumer Loans
- Investments
- Sales and Cross-selling
- Attention to detail
- Problem-solving
- Excellent communication
- Organizational skills
- Decision-making
Certification
- Certified – Investment Funds in Canada, Canadian Securities Institute
- Certified Treasury Professional - Ateneo Bankers Association of the Philippines Institute of Banking
- Licensed Fixed Income Salesperson – Securities and Exchange Commission – (Philippines)
Timeline
Client Service Representative
ATB Financial
05.2024 - Current
Front of the House Crew
Tim Hortons
04.2024 - 05.2024
Server
Chartwell Retirement Residences
01.2024 - 05.2024
Manager | Sales Management Officer
Metropolitan Bank and Trust Company
01.2019 - 11.2023
Investment Specialist
Metropolitan Bank and Trust Company
08.2018 - 12.2018
Branch Operations Officer
Metropolitan Bank and Trust Company
03.2014 - 08.2018
Management Trainee
Metropolitan Bank and Trust Company
08.2013 - 02.2014
Regional Customer Service Representative
Metropolitan Bank and Trust Company
06.2013 - 08.2013
Customer Service Representative – Sundries/New Accounts
Metropolitan Bank and Trust Company
04.2010 - 06.2013
Customer Service Representative – Teller
Metropolitan Bank and Trust Company
10.2009 - 03.2010
Technical Support Representative
Sykes Asia, Incorporated
07.2009 - 09.2009
Bachelor of Science - Management
University of The Philippines
Investment Funds in Canada Course (IFC)
Canadian Securities Institute
BAP Treasury Certification Program
Ateneo Graduate School of Business
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