Lizette Kim C. Tan
Winnipeg,Canada
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sales Associate
Mark’s
Winnipeg, Canada
10.2023 - Current
- Cultivated positive customer relationship by providing exceptional customer service throughout the buying journey
- Maintained a visually appealing and organized sales floor by adhering to merchandising standards and restocking practices
- Contributed to a positive team environment by assisting colleagues and ensuring smooth workflow.
Sales and Service Head
Philippine National Bank
Philippines
01.2022 - 07.2023
- Implemented and monitored customer service initiatives to ensure exceptional client satisfaction and adherence to internal service quality metrics
- Maintained accurate and compliant financial records, and effectively addressed inquiries and concerns from internal and external auditors
- Established and implemented robust internal controls frameworks to mitigate risks, ensure regulatory compliance, and identify potential issues for prompt corrective action
- Oversaw and managed all aspects of branch compliance, including risk identification, assessment, mitigation, and adherence to regulatory guidelines
- Provided leadership and direction to a team of branch personnel, fostering a collaborative and high-performing work environment.
Sales and Service Officer
Philippine National Bank
Philippines
11.2017 - 12.2021
- Provided exceptional customer service by promptly addressing and resolving client inquiries and requests, ensuring adherence to all policies and procedures
- Oversaw and managed all aspects of branch operations, including cash handling, ATM maintenance, teller services, and new account opening, ensuring adherence to best practices and regulatory guidelines
- Maintained the security and integrity of all accountable bank documents and supplies, adhering to strict record-keeping protocols
- Safeguarded and managed essential branch records, ensuring their accuracy, timeliness, and accessibility in accordance with established procedures.
Sales and Service Associate (New Accounts and Bank Teller)
Philippine National Bank
Philippines
08.2011 - 03.2017
- Performed comprehensive Know Your Customer (KYC) and Anti-Money Laundering (AML) checks to ensure client identity verification and adherence to regulatory compliance standards
- Provided exceptional customer service by promptly addressing and resolving customer inquiries and requests, ensuring their satisfaction and adherence to all policies and procedures
- Leveraged strong analytical skills and attention to detail to process various teller transactions, including deposits, withdrawals, and bill payments, ensuring accuracy, efficiency, and adherence to internal controls.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Education
DIPLOMA IN BUSINESS ADMINISTRATION -
Red River College Polytech
true04-2024
Bachelor of Science - Management Accounting
Ateneo De Zamboanga University
Philippines03.2011
Skills
- Compliance Management
- Employee engagement
- Financial Management
- Money Handling
- Project management abilities
Certification
- Capability Enhancement Program
- Information Security Awareness Training
- Fast Track/Branch Officer Training Program
- Branch Operations Assistant Seminar
- Internal Control and Conscious Seminar
- Compliance Partnership and Continuing AML Education
- Customer Service Workshop
- Universal Teller Training Program
- Signature Verification Seminar
- Counterfeit Detection Seminar
- New Accounts Seminar
- Civil Service Examination – Professional Level Eligible
Timeline
Sales Associate
Mark’s
10.2023 - Current
Sales and Service Head
Philippine National Bank
01.2022 - 07.2023
Sales and Service Officer
Philippine National Bank
11.2017 - 12.2021
Sales and Service Associate (New Accounts and Bank Teller)
Philippine National Bank
08.2011 - 03.2017
DIPLOMA IN BUSINESS ADMINISTRATION -
Red River College Polytech
Bachelor of Science - Management Accounting
Ateneo De Zamboanga University
- Capability Enhancement Program
- Information Security Awareness Training
- Fast Track/Branch Officer Training Program
- Branch Operations Assistant Seminar
- Internal Control and Conscious Seminar
- Compliance Partnership and Continuing AML Education
- Customer Service Workshop
- Universal Teller Training Program
- Signature Verification Seminar
- Counterfeit Detection Seminar
- New Accounts Seminar
- Civil Service Examination – Professional Level Eligible
Similar Profiles
Phaedra VandenbrunPhaedra Vandenbrun
Technical Design Specialist at Mark’sTechnical Design Specialist at Mark’s
Mackenzie DonMackenzie Don
Store Associate (Seasonal) at Mark’sStore Associate (Seasonal) at Mark’s
BHAVNA POUDELBHAVNA POUDEL
CUSTOMER SERVICE ASSOCIATE at MARK’SCUSTOMER SERVICE ASSOCIATE at MARK’S