Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Rachelina Bernal

Calgary,Alberta

Summary

Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 12 years' experience in Banking.

Overview

11
11
years of professional experience

Work History

Branch Relationship Manager

Rizal Commercial Banking Corp.
05.2017 - 07.2021
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Branch Relationship Offficer

Rizal Commercial Banking Cor
05.2014 - 04.2017
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

Internal Auditor

Rizal Commercial Banking Corp
06.2010 - 04.2014
  • Identified and reported audit issues.
  • Documented recommendations to improve internal controls.
  • Produced audit reports.
  • Recommended new methods to improve internal controls and operating efficiency.
  • Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
  • Administered auditing program to address risks and evaluate compliance with regulatory requirements.
  • Developed auditing program to address risks and evaluate regulatory requirements.

Education

Diploma Program - Business Administration

Southern Alberta Institute of Technology
Calgary, AB
04.2024

Bachelor of Science - Commerce Major in Internal Auditing

Far Eastern University
Manila, Metro Manila Philippines
05.2009

Skills

  • Sales Expertise
  • Sales Presentation with Excellent Customer Service
  • Teamwork
  • Exemplary Communication Skills
  • Customer Relationship Management
  • Regulatory Compliance
  • Operational Efficiency

Accomplishments

  • 2021 Branch Relationship Manager of the Year (Nationwide)
  • 2021 Chairman's Awardee as Top Seller of Life Insurance
  • 2021 Branch of the Year- Edsa Kalookan (Nationwide)
  • 2020 Branch Relationship Manage (Nationwide)
  • 2017-2021- Achieved Full Year Target for CASA, Consumer Loans, Life and Non-life Insurance, Investments.
  • 2017-2021- Trip Incentive Qualifier for Europe and USA.

Languages

English
Full Professional
Filipino
Native or Bilingual

Timeline

Branch Relationship Manager

Rizal Commercial Banking Corp.
05.2017 - 07.2021

Branch Relationship Offficer

Rizal Commercial Banking Cor
05.2014 - 04.2017

Internal Auditor

Rizal Commercial Banking Corp
06.2010 - 04.2014

Diploma Program - Business Administration

Southern Alberta Institute of Technology

Bachelor of Science - Commerce Major in Internal Auditing

Far Eastern University

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Rachelina Bernal