Joanne Marie Legaspina
Woodbridge,Canada
Summary
Result-driven leader with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
17
17
years of professional experience
Work History
Financial Services Representative I
Canadian Imperial Bank of Commerce- Express Banking Centre
07.2023 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Soup and Sandwich Associate
Fortinos Supermarket
06.2023 - 07.2023
- Greeted customers and offered assistance for increased customer satisfaction.
- Handles over the counter payment of all customers.
Branch Bank Head (Manager)
BDO Unibank Inc
08.2018 - 03.2023
- Planned, directed and implemented strategies to attain a 150% branch profitability and 200% volume target.
- Managed 25 staff job results by coaching, counseling and disciplining employees, planning, monitoring, and appraising job results
- Achieved 100% deposit targets and 200% cross-selling targets such as Consumer Finance, cash management and other products.
- Boosted overall customer satisfaction through continuous improvement of service standards and staff training.
Branch Bank Head (Manager)
Eastwest Banking Corporation
05.2014 - 07.2018
- Trainer in the 'Training the trainer program'
- Responsible for customer acquisition and growth of newly solicited accounts as well as achievement of deposit targets and cross selling targets such as selling of Consumer Finance, Cash Management.
- Expanded business operations into new markets, increasing company footprint and customer base.
Relationship Officer (Assistant Manager)
Security Bank Corporation
02.2013 - 05.2014
- Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
Service Officer (Jr Asst Manager)
Banco de Oro Universal Bank
01.2008 - 02.2013
- Managed a team of service representatives, ensuring consistent delivery of high-quality assistance.
- Acts as the chief custodian of the peso cash, foreign currencies, accountable forms and late checks of the branch.
- Responsible for verifying details and accuracy of posting of transactions referred by the service assistant for signature/approval.
Financial Advisor
Generali Pilipinas Life Assurance Company
02.2007 - 10.2007
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Conducted in-depth reviews of clients' financial circumstances, current provision and future aims and designing financial strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Education
Global Business Management : Human Resource Management, Project Management, Human Resources, Marketing Management - Human Resource Management
Humber College Institute of Technology & Advance Learning- International Graduate School
Canada, Toronto12.2024
Bachelor of Science - Accounting
Ateneo De Davao University
Philippines, Davao City03.1999
Skills
- Currently, pursuing a graduate certificate in Global Business Management with strong knowledge of human resources, marketing management and business strategy Over 20 years’ experience in customer-related roles, sales and marketing, supervising, mentoring and coaching within banking industry
Accomplishments
· Top 3 Branch Manager- Regionwide for the whole year 2022 for Small Business Loan with 496% target achievement
· Top 1- Branch Manager Regionwide for the whole year 2021 for Bancassurance (BDO Life) with 280% target achievement and Top1 Branch Manager Regionwide for the whole year 2019 for Small Business Loan with 260% target achievement
· Top 1 Branch Manager-Nationwide for the whole year 2017 for Bancassurance with 600% above target achievement, having a Double Qualifier incentive- Europe Trip.
· Top 4 Branch Manager-Nationwide for the First Quarter 2017 for Bancassurance with 200% above target achievement, having a Double Qualifier Tokyo Trip.
· Top 1 Branch Manager for Housing Loan Producers for the First Quarter with 587% above target achievement for March 2016.
· Awarded as a outstanding Service Officer for 3 consecutive years (2009-2012): Smart Frontliner Awardee
Languages
English
Full Professional
Timeline
Financial Services Representative I
Canadian Imperial Bank of Commerce- Express Banking Centre
07.2023 - Current
Soup and Sandwich Associate
Fortinos Supermarket
06.2023 - 07.2023
Branch Bank Head (Manager)
BDO Unibank Inc
08.2018 - 03.2023
Branch Bank Head (Manager)
Eastwest Banking Corporation
05.2014 - 07.2018
Relationship Officer (Assistant Manager)
Security Bank Corporation
02.2013 - 05.2014
Service Officer (Jr Asst Manager)
Banco de Oro Universal Bank
01.2008 - 02.2013
Financial Advisor
Generali Pilipinas Life Assurance Company
02.2007 - 10.2007
Global Business Management : Human Resource Management, Project Management, Human Resources, Marketing Management - Human Resource Management
Humber College Institute of Technology & Advance Learning- International Graduate School
Bachelor of Science - Accounting
Ateneo De Davao University
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