Marnellie Marcos
Calgary,Canada
Summary
Customer-oriented team player with a proven track record of achieving optimal satisfaction levels. Excels in high-pressure environments and thrives on adapting to new situations and challenges to enhance the organizational brand. Possesses strong analytical, communication, and teamwork skills, enabling quick adaptation to new environments. Highly motivated to contribute to team success and further develop professional skills. Brings a positive attitude and unwavering commitment to continuous learning and growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Head
China Banking Corporation – Legaspi Village- AIM
10.2018 - 03.2023
- Provides strategic direction and operational management support to branch employees by assuming overall accountability for service and product delivery
- Establishing and maintaining customer relationships, implementing an effective sales management system, ensuring risk assessment compliance, maintaining branch upkeep/orderliness
- Communicating/instituting/monitoring compliance to company policies and control procedures to achieve the unit’s business plans and corporate targets set by Top Management
- Maintains up-to-date knowledge of all bank’s products and services in order to foster business development through service excellence and product knowledge
- Processing, evaluating and approving mortgage applications
Branch Cashier
China Banking Corporation – Metro Manila South Region
08.2010 - 09.2018
- Responsible for the administration and control of all technical aspects of branch cash operations including physical custody of monies, securities, and collateral
- Provides support in the marketing aspects of the branch thru cross-selling of bank products and services
- Promotes and participates in branch campaigns and initiatives
- Contribute to business objectives for Operational Excellence and compliance on Bank Code of Conduct
- Participates in credit evaluation of loan applications and renewals
- Ensure necessary due diligence to support the accuracy of all customer transactions/activities
- Processes transactions such as deposits, withdrawals, bills payments, account updates, balances, electronic funds transfers, and account closures in an accurate manner
- Assist with responding and resolving customer concerns, escalating when necessary
- Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice
Education
Diploma - Business Administration Major in Financial Services
Southern Alberta Institute of Technology (SAIT)
Calgary, AB12.2024
C11 - Principles and Practice of Insurance
Insurance Institute of Canada
12.2024
Bachelor of Science and Business Administration - Major in Management
Adamson University
Skills
- Customer Service and Satisfaction
- Cash Handling
- Administrative Operations
- Organizational Skills
- Stakeholder Relations
- Problem Solving
- CRM
- Branch operations management
- Compliance management
- Sales management
Certification
- Investment Funds in Canada (IFC)-August2024
- Microsoft Office Specialist-Excel2019 Associate- July14,2023
- Microsoft Office Specialist-Word2019 Associate-June16,2023
Languages
English
Full Professional
Timeline
Branch Head
China Banking Corporation – Legaspi Village- AIM
10.2018 - 03.2023
Branch Cashier
China Banking Corporation – Metro Manila South Region
08.2010 - 09.2018
C11 - Principles and Practice of Insurance
Insurance Institute of Canada
- Investment Funds in Canada (IFC)-August2024
- Microsoft Office Specialist-Excel2019 Associate- July14,2023
- Microsoft Office Specialist-Word2019 Associate-June16,2023
Diploma - Business Administration Major in Financial Services
Southern Alberta Institute of Technology (SAIT)
Bachelor of Science and Business Administration - Major in Management
Adamson University
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