Karen Casas
London,ON
Summary
Dynamic professional with a proven track record at BDO Unibank, excelling in client relationship building and data collection. Mastered verbal communication and confidentiality, enhancing customer satisfaction and data accuracy. Achieved significant improvements in respondent engagement and operational efficiency through active learning and a fast typing speed.
Overview
11
11
years of professional experience
Work History
Telephone Research Interviewer
Logit Group
07.2024 - Current
- Achieved higher data accuracy through meticulous note-taking and listening skills while conducting research interviews.
- Improved respondent engagement with tailored interview approaches based on individual preferences and needs.
- Upheld strict confidentiality standards when handling sensitive respondent information, adhering to company policies and legal requirements.
- Developed strong rapport with respondents, leading to increased willingness to participate in future studies.
Service Officer
BDO Unibank
10.2019 - 12.2023
- Handled customer complaints and resolved issues with quick, effective solutions.
- Managed cash drawers, checked supplies, and handled opening or closing cash vault to ensure smooth team operations.
- Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.
Marketing Assistant
BDO Unibank
09.2014 - 09.2019
- Facilitated client discussions on banking services, recommending alternative channels and offering personal banking and investment advice.
- Processed opening of new accounts and endorsement of credit cards. Invites clients to avail of bank products and services. We also make sure to have the best customer service.
- Answered telephone calls and inquiries.
- Maintained and updated client customer records.
Client Service Representative
BDO Unibank
10.2013 - 08.2014
- Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
- Processed daily bank transaction like cash deposits, withdrawals, and bills payments.
Education
Diploma - Business Finance
Fanshawe College
London, ONBachelor of Science - Business Administration
University of San Carlos
Cebu Philippines03-2013
Skills
- Active Learning
- Typing Speed
- Data Collection
- Verbal Communication
- Client Relationship Building
- Interview techniques
- Confidentiality
- Customer communications
Languages
English
Intermediate (B1)
Timeline
Telephone Research Interviewer
Logit Group
07.2024 - Current
Service Officer
BDO Unibank
10.2019 - 12.2023
Marketing Assistant
BDO Unibank
09.2014 - 09.2019
Client Service Representative
BDO Unibank
10.2013 - 08.2014
Diploma - Business Finance
Fanshawe College
Bachelor of Science - Business Administration
University of San Carlos
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