John Jester Gaces

Customer Service Specialist

Bank of the Philippine Islands

05.2013 - 08.2024

Knows basic and advanced banking operations
Handled the internet banking concerns of clients
Performs compliance/governance and risk management requirements based on the policies and framework set by the bank
Gathers information on other Bank's new products and marketing strategies and subsequently provide feedback to management
Conduct of proper AML/KYC Due Diligence upon on boarding and conduct of Enhanced Due Diligence for High Risk Client
Kept the bank's files organized and sorted
Kept the inventory of all of the bank's accountabilities
Maintained the office supplies and made sure that they are sufficient for the whole month
Submits sales reports on a daily basis
Ensures completeness of all documents required in account opening and updating
Prepared the checks (manager's checks and counter checks) for clients
Prepared payments for bank's expenses and make sure they are done before due time
Computed and consolidated reports for documentary stamps and withholding taxes
Assisted teller in mid-day and end-of-day balancing of transactions
Responsible in handling cash-in-vault and as co-custodian
Served clients with bank products and services, such as deposit accounts, investments, loans, and credit card applications
Faced suppliers for branch delivery of office supplies
Assisted in attending to clients' concerns with utmost customer service
Performs proper identification of Clients (KYC) as stated in the Customer Engagement policy
Performs customer service standards by applying the right attitude and skills using the BPI Service Standard
Assists the branch in solving problems, such as client's concerns and complaints, especially the complicated cases
Trains newly-hired/existing customer service associate.