JEFFERSON MARCOS
Calgary,AB
Summary
Proactive and meticulous professional with over 19 years of experience in Finance, Banking and Customer Service industry. Proficiencies in accounting, reconciliation, financial markets trade capture and settlements. Customer-oriented team player with expertise generating optimal satisfaction levels. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
19
19
years of professional experience
Work History
Chapter Lead
ING Bank Business Shared Services
2020.06 - 2023.04
- Managed daily Trade Capture entries for Buy and Sell trades, Settlements and Payments to/from local and international clients using local Bank Transfer and SWIFT payment international wire transfer.
- Ensured that all receivables and payables are correctly entered in the accounting system, billed precisely and fulfilled timely.
- Handled Reconciliation and adjustments of Front Office versus Back Office system as well as Book versus Bank entries.
- Served as primary point of contact for client concerns and builds good relationship with both internal and external stakeholders.
- Implemented sustainable exceptions, query and issue management framework taking into account the process and system control framework.
Operations Lead
Deutsche Bank Group - Deutsche Knowledge Services Pte. Ltd
2010.10 - 2020.06
- Managed daily Settlements and Payments to/from local and international clients using local Bank Transfer and SWIFT payment international wire transfer and Reconciliation of Book versus Bank entries.
- Served as primary point of contact for client concerns and builds good relationship with both internal and external stakeholders.
- Coordinated internal assignments, scheduling and communications to extend informational transparency and workforce management.
- Performed quality control and monitored production efforts.
Team Leader
Chevron Holdings Inc
2008.04 - 2010.09
- Responsible for preparing scorecard to evaluate the group's performance, monitors SAP billing front-end system and distributes work load to specialists, analyzes customer concern related to invalid entry of master data to determine a resolution and ensures all cases are closed as determined by service level agreement.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
Accountant
Bank Of The Philippine Islands
2005.06 - 2008.03
- Responsible for preparing financial budgets and analyzing the financial performance of the company.
- Prepared monthly Comparative Net Income, Financial Performance Statement and Analysis Report of Variance, Ratio and Operating Expenses.
Bookkeeper
Manila Banking Corporation
2003.12 - 2005.05
- Responsible for bookkeeping and basic accounting tasks including journal entries, verifying data and reconciling discrepancies, preparing detailed reports from raw data and checking accounting documents for completeness, mathematical accuracy and consistency.
Education
Bachelor of Science - Accountancy
Adamson University
Philippines10.2003
Skills
- Administrative Operations
- Customer Satisfaction
- Change and Growth Management
- Operational Improvements
- Stakeholder Relations
- Strategic Planning
- Internal Control Systems
- Performance Metric
Timeline
Chapter Lead
ING Bank Business Shared Services
2020.06 - 2023.04
Operations Lead
Deutsche Bank Group - Deutsche Knowledge Services Pte. Ltd
2010.10 - 2020.06
Team Leader
Chevron Holdings Inc
2008.04 - 2010.09
Accountant
Bank Of The Philippine Islands
2005.06 - 2008.03
Bookkeeper
Manila Banking Corporation
2003.12 - 2005.05
Bachelor of Science - Accountancy
Adamson University
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