Ma Corazon Solinap
Surrey,BC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
1
1
Certification
Work History
New Accounts Associate
Eastwest Banking Corporation
Calamba City Laguna, Laguna
09.2021 - 06.2022
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Solved customer challenges by offering relevant [Type] [Products or Services].
- Presented new and additional products and services to existing customers.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Customer Service Associate
BDO Unibank Incorporated
Calamba City Laguna, Laguna
06.2016 - 06.2019
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Removed mutilated currency from circulation.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Reconciled cash drawer and resolved discrepancies.
- Turned in excess cash to maintain drawer security.
- Audited fellow teller currency to contribute to dual-control procedures.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Accounting Assistant
BDO Unibank Inc
Calamba City Laguna, Philippines
07.2011 - 06.2016
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Used accounting software to prepare weekly and monthly financial reports.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Reviewed figures, postings and documents for correct entry, completeness and accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Completed weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
- Reported financial data and updated financial records in ledgers and journals.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Handled various accounting transactions.
Transfer of Stocks Staff
ACS Manufacturing Corporation
Calamba City Laguna, Laguna
11.2010 - 06.2011
- Supervise Loading of trucks and properly secured items to prevent damage for deliveries.
- Evaluated products for damage prior to drop-off and documented reasons for returns.
- Coordinated consistent on-time deliveries of damage-free goods.
- Maintained accurate logs of deliveries and trips, proving details to manager at end of shifts.
- Reviewed data deliverables to verify quality and traceability to requirements and adherence to quality management plans and standards.
- Supervised delivery staff and general productivity.
- Planned delivery routes according to traffic, weather and types of delivery.
Accounting Staff
Form Asia Auto Carpets Incoporated
Calamba City Laguna, Laguna
05.2010 - 10.2010
- Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Managed past due balances, financial inquiries and other accounts receivable functions.
- Prepared vendor invoices and processed incoming payments.
Education
MBA - Business
University Canada West
VancouverBachelor of Science - Accountancy
City College of Calamba
Philippines03.2010
Skills
- Service Accounts
- Sales Goals
- Account Maintenance
- Customer Care
- Savings Accounts
- Banking Operations Knowledge
- Phone Inquiries
- Banking Best Practices
- Teller Training
- Account Closing
- Financial Needs Assessment
- Customer Relationship Management
- Bank Services and Products Recommendation
- Accounting Processes
- Business Growth
- Check Processing
- Critical Thinking
Certification
- Licensed [Financial Advisor] - [2019-2021]
- Anti Money Laundering Training - High Risk Customers - Eastwest Bank October 2021
- Counterfeit Detection- Eastwest Banking Corp Sep 2021
- Account Opening Training- Eastwest Banking Corp Sep 2021
- Anti Money Laundering- Alert Management and
Transaction Monitoring Process- Eastwest Banking Corp Sep 2021
- AMLA/Know Your Customer (KYC)- Eastwest Banking Corp Oct 2021
- Bank Safety and Security- Eastwest Banking Corp Sep 2021
- Bankers Basic - Other Functions in the Bank- Eastwest Banking Corp Sep 2021
- Bankers Basic- Risks- Eastwest Banking Corp Sep 2021
- Basic Deposit Products-Eastwest Banking Corp Sep 2021
- Business Continuity Management- Eastwest Banking Corp Sep 2021
- Code of Discipline and Ethics- Eastwest Banking Corp Sep 2021
- Bankers Basic- Core Banking Business- Eastwest Banking Corp Sep 2021
- Anti Money Laundering: General Process- Eastwest Banking Corp Sep 2021
- Operational Risk Management - Eastwest Banking Corp Sep 2021
- Bankers Basic - The Role of Banks- Eastwest Banking Corp Sep 2021
- Service Standards - Eastwest Banking Corp Sep 2021
- Service Quality Primer- Eastwest Banking Corp Oct 2021
- Data Privacy Act of 2012- Eastwest Banking Corp Oct 2021
- Foreign Account Tax Compliance Act- Eastwest Banking Corp Oct 2021
- Foundations of Risk Management- Eastwest Banking Corp Oct 2021
- Information Security Risk Management- Eastwest Banking Corp Oct 2021
- Whistleblowing Policy- Eastwest Banking Corp Oct 2021
Timeline
New Accounts Associate
Eastwest Banking Corporation
09.2021 - 06.2022
Customer Service Associate
BDO Unibank Incorporated
06.2016 - 06.2019
Accounting Assistant
BDO Unibank Inc
07.2011 - 06.2016
Transfer of Stocks Staff
ACS Manufacturing Corporation
11.2010 - 06.2011
Accounting Staff
Form Asia Auto Carpets Incoporated
05.2010 - 10.2010
MBA - Business
University Canada West
Bachelor of Science - Accountancy
City College of Calamba
- Licensed [Financial Advisor] - [2019-2021]
- Anti Money Laundering Training - High Risk Customers - Eastwest Bank October 2021
- Counterfeit Detection- Eastwest Banking Corp Sep 2021
- Account Opening Training- Eastwest Banking Corp Sep 2021
- Anti Money Laundering- Alert Management and
Transaction Monitoring Process- Eastwest Banking Corp Sep 2021
- AMLA/Know Your Customer (KYC)- Eastwest Banking Corp Oct 2021
- Bank Safety and Security- Eastwest Banking Corp Sep 2021
- Bankers Basic - Other Functions in the Bank- Eastwest Banking Corp Sep 2021
- Bankers Basic- Risks- Eastwest Banking Corp Sep 2021
- Basic Deposit Products-Eastwest Banking Corp Sep 2021
- Business Continuity Management- Eastwest Banking Corp Sep 2021
- Code of Discipline and Ethics- Eastwest Banking Corp Sep 2021
- Bankers Basic- Core Banking Business- Eastwest Banking Corp Sep 2021
- Anti Money Laundering: General Process- Eastwest Banking Corp Sep 2021
- Operational Risk Management - Eastwest Banking Corp Sep 2021
- Bankers Basic - The Role of Banks- Eastwest Banking Corp Sep 2021
- Service Standards - Eastwest Banking Corp Sep 2021
- Service Quality Primer- Eastwest Banking Corp Oct 2021
- Data Privacy Act of 2012- Eastwest Banking Corp Oct 2021
- Foreign Account Tax Compliance Act- Eastwest Banking Corp Oct 2021
- Foundations of Risk Management- Eastwest Banking Corp Oct 2021
- Information Security Risk Management- Eastwest Banking Corp Oct 2021
- Whistleblowing Policy- Eastwest Banking Corp Oct 2021
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