Senior Marketing Assistant
China Banking Corporation - Institutional Banking Segment
Makati, Philippines
10.2019 - 12.2022
- Processed loan payments, deposits, transfers, wire funds, and other banking transactions for corporate clients accurately.
- Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits, and account services.
- Promoted and sold banking products and financial services.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Gathered, reviewed, and sent loan documents to customers by working closely with loan staff.
- Assisted bankers with past due reports, compliance exceptions, and contacting customers about account concerns.
- Resolved problems or discrepancies concerning customers' accounts.
- Ensured compliance with banking regulations when processing transactions.