Detail-oriented and client-focused banking and administrative professional with over 7 years of experience in customer service, front-desk operations, and financial services. Proven ability to build strong client relationships, streamline administrative processes, and deliver exceptional service in fast-paced environments. Recently completed an MBA, enhancing leadership, strategic thinking, and business management capabilities.
Overview
7
7
years of professional experience
Work History
Administrative Assistant / Front Desk
Broadway Station Eye Clinic
08.2023 - Current
Streamlined patient appointment bookings and record management, maintaining system efficiency for over 3,000 client records.
Coordinated patient communications via telephone, SMS, and email, ensuring seamless scheduling and addressing patient concerns promptly.
Assisted in pre-screening and post-screening exams, contributing to improved patient care and clinic workflow.
Processed payments, insurance, and issued invoices, maintaining accurate financial records and enhancing billing efficiency.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Sales and Service Associate
Philippine National Bank
04.2018 - 04.2023
Delivered exceptional customer service by building strong client relationships and providing tailored financial solutions in a high-volume banking environment.
Processed daily transactions including deposits, withdrawals, fund transfers, and bill payments with accuracy and efficiency.
Promoted bank products and services such as savings accounts, loans, and credit cards, contributing to increased customer engagement and sales growth.
Ensured compliance with internal controls, audit standards, and financial regulations by strictly following operational and security procedures.
Trained and mentored new tellers on cash handling, system navigation, and customer service protocols to improve team performance.
Accurately maintained customer records, opened and closed accounts, and resolved account inquiries while upholding a high level of confidentiality.
Consistently met and exceeded performance targets related to customer satisfaction, transaction accuracy, and referral generation.
Education
MBA -
University Canada West
Vancouver, BC
12-2024
Bachelor of Science in Business Administration - Financial Management
Far Eastern University
12.2017
Skills
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Strong communication and interpersonal skills
Fast and accurate data entry and record management
Ability to multitask and meet deadlines
Knowledge of financial transactions and customer service protocols
Experienced in front-desk operations and patient care coordination
Office administration
Scheduling and calendar management
Languages
English
Full Professional
Timeline
Administrative Assistant / Front Desk
Broadway Station Eye Clinic
08.2023 - Current
Sales and Service Associate
Philippine National Bank
04.2018 - 04.2023
Bachelor of Science in Business Administration - Financial Management
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