Customer Service Oriented
Resume:
HONEY PEARL R. BAUTISTA
Mc Arthur Highway #** Nancayasan, Urdaneta City
Provincial Address: Poblacion Sur, Sta. Maria, Ilocos Sur
E-mail Address: ******************@*****.***
Cell Phone No.: 092********/093********
(0928)554-6
JOB OBJECTIVE
Geared with broad knowledge, skills and experience in business; aimed to contribute in achieving company’s goals and objectives by actively participating in the decision making by sharing new ideas, opinions and concepts.
WORK EXPERIENCES:
Northpoint Development Bank Job Description: Teller/New Accounts
Urdaneta Branch (September 2012-Present)
Duties and Responsibilities:
• Processes and provides efficient service for the opening/closing of accounts.
• Receives and processes over the counter transactions.
• Inputs all transactions into the computerized accounting system know as the CASA (Current Account Saving System).
• Receives payment coursed through the bank, i.e. Loan Payment.
• Arrange cash received in cash boxes and coin dispensers according to denomination.
• Explain, promote or sell all existing products or services of the bank such as Savings Deposit, Special Savings Deposit and loan products.
• Perform clerical tasks such as typing, filing and sorting.
• Performs other functions as may be assigned from time to time.
LBC Development Bank Job Description: Customer Service Associate-New Accounts
Urdaneta Branch (May 2008-September 2011)
Duties and Responsibilities:
• Processes and provides efficient service for the opening/closing of accounts.
• Responsible in the preparation of the following reports:
Daily and weekly report of new accounts opened
Manager’s check issued for the day
Schedule of documentary Stamps
Schedule of insurances from the opening of long term Time Deposits and Chikiting Accounts
Closed accounts for the day
• Handles the matured placements for the day:
Roll over of matured placements
Ensures the accuracy of computation interest payments of the matured placements
• Computes and posts the interest of the pre-terminated placement.
• Sort’s signature cards in alphabetical order and monitors signature cards for update.
• Posts credit memo, debit memo, fund transfers and pertinent accounts.
• Files pertinent documents from over-the-counter withdrawals of 99 accounts.
• Distributes bank statements for DDA holders and handles request of booklet.
• Sends very important letters to clients such as Thank You letter, notice of dormancy, dormant letter and notice to update signature card.
• Balancing of monthly supplies.
• Balancing of daily ATM transactions.
• Conforms to the internal and external bank policies and procedures.
• Supports Management decisions, requirements and expectations.
• Performs such other duties as may be assigned from time to time.
Banco San Juan Job Description: Customer Relations Associate-Teller
Dagupan Business Center (August 2007-May 2008)
Duties and Responsibilities:
• Receives Picos from Service Officer.
• Receives over the counter (OTC) transaction i.e cash/check deposits, withdrawals, payment of loans.
• Disbursement of over the counter withdrawals, encashment and money remittance.
• Receiving, sorting and counting of MS/MA's daily collections.
• Sorts cash in accordance with BSP; fit and unfit rule to be
transferred to SO.
• Balancing of ending cash.
• Prepares summary report (cash and check transactions
summary) and Cash Proof.
• Maintains and files Cash Proof and photocopy of outward checks.
• Maintains logbook/registers for checks received during the day.
• Performs other duties assigned by the immediate supervisor.
TRAININGS AND SEMINARS ATTENDED:
Northpoint Development Bank Safety and Security Drill Seminar
#17 Honaco Bldg. Nancayasan (May 18, 2013)
Urdaneta City
LBC Bank- Head Office Overview of Banking Operations (June 17, 2008)
809 J.P. Rizal St., Makati City Anti-Money Laundering Seminar (June 18, 2008)
Products and Services Orientation (June 19, 2008)
Information Security Policies Orientation (June 19, 2008)
Bank Security Policies Orientation (June 20, 2008)
Signature Verification and Counterfeit Detection Seminar
June 21, 2008)
AMLA & KYC Provision (June 27, 2009)
Banco San Juan (Head Office) Trainee (August 06-17, 2007)
Guadalupe, Makati City Description: Customer Relations Associate Training Program
Land Bank of the Philippines Practicum (June-September 2005)
Urdaneta City Job Description: New Accounts Clerk
Duties and Responsibilities:
• Assists clients in opening their accounts.
• Assists in handling client calls.
• Typing of passbook and other related matters.
• Receipt SSS and PAG-IBIG payments/remittances.
• Filing of ledgers and documents.
• Rerouting of documents for appropriate action of officers.
EDUCATIONAL BACKGROUND:
October 2003-October 2005 Urdaneta City University, Urdaneta City
Tertiary Bachelor of Science in Commerce
Major in Banking and Finance
June 1997-March 2000 Saint Louis University, Baguio City
Tertiary Bachelor of Science in Commerce
Major in Banking and Finance
June 1993-March 1997 St. Paul College of Ilocos Sur
Secondary Bantay, Ilocos Sur
June 1987-March 1993 Sta. Maria West Central School
Elementary Sta. Maria, Ilocos Sur
PERSONAL BACKGROUND:
Date of Birth : February 11, 1981
Place of Birth : Poblacion Sur, Santa Maria, Ilocos Sur
Height 5'4”
Weight : 53kgs.
Civil Status : Married
Nationality : Filipino
CHARACTER REFERENCES:
Juliet S. Umingan Service Head
Eastwest Bank-Pasong Tamo, Bagtikan Branch
Cellphone No.: 092********
Catherine C. Vinluan BSCO
PS Bank-Urdaneta
Cellphone No.: 092********
HONEY PEARL R. BAUTISTA
Mc Arthur Highway #19 Nancayasan, Urdaneta City
Provincial Address: Poblacion Sur, Sta. Maria, Ilocos Sur
E-mail Address: ******************@*****.***
Cell Phone No.: 092********/093********
(0928)554-6
JOB OBJECTIVE
Geared with broad knowledge, skills and experience in business; aimed to contribute in achieving company’s goals and objectives by actively participating in the decision making by sharing new ideas, opinions and concepts.
WORK EXPERIENCES:
Northpoint Development Bank Job Description: Teller/New Accounts
Urdaneta Branch (September 2012-Present)
Duties and Responsibilities:
• Processes and provides efficient service for the opening/closing of accounts.
• Receives and processes over the counter transactions.
• Inputs all transactions into the computerized accounting system know as the CASA (Current Account Saving System).
• Receives payment coursed through the bank, i.e. Loan Payment.
• Arrange cash received in cash boxes and coin dispensers according to denomination.
• Explain, promote or sell all existing products or services of the bank such as Savings Deposit, Special Savings Deposit and loan products.
• Perform clerical tasks such as typing, filing and sorting.
• Performs other functions as may be assigned from time to time.
LBC Development Bank Job Description: Customer Service Associate-New Accounts
Urdaneta Branch (May 2008-September 2011)
Duties and Responsibilities:
• Processes and provides efficient service for the opening/closing of accounts.
• Responsible in the preparation of the following reports:
Daily and weekly report of new accounts opened
Manager’s check issued for the day
Schedule of documentary Stamps
Schedule of insurances from the opening of long term Time Deposits and Chikiting Accounts
Closed accounts for the day
• Handles the matured placements for the day:
Roll over of matured placements
Ensures the accuracy of computation interest payments of the matured placements
• Computes and posts the interest of the pre-terminated placement.
• Sort’s signature cards in alphabetical order and monitors signature cards for update.
• Posts credit memo, debit memo, fund transfers and pertinent accounts.
• Files pertinent documents from over-the-counter withdrawals of 99 accounts.
• Distributes bank statements for DDA holders and handles request of booklet.
• Sends very important letters to clients such as Thank You letter, notice of dormancy, dormant letter and notice to update signature card.
• Balancing of monthly supplies.
• Balancing of daily ATM transactions.
• Conforms to the internal and external bank policies and procedures.
• Supports Management decisions, requirements and expectations.
• Performs such other duties as may be assigned from time to time.
Banco San Juan Job Description: Customer Relations Associate-Teller
Dagupan Business Center (August 2007-May 2008)
Duties and Responsibilities:
• Receives Picos from Service Officer.
• Receives over the counter (OTC) transaction i.e cash/check deposits, withdrawals, payment of loans.
• Disbursement of over the counter withdrawals, encashment and money remittance.
• Receiving, sorting and counting of MS/MA's daily collections.
• Sorts cash in accordance with BSP; fit and unfit rule to be
transferred to SO.
• Balancing of ending cash.
• Prepares summary report (cash and check transactions
summary) and Cash Proof.
• Maintains and files Cash Proof and photocopy of outward checks.
• Maintains logbook/registers for checks received during the day.
• Performs other duties assigned by the immediate supervisor.
TRAININGS AND SEMINARS ATTENDED:
Northpoint Development Bank Safety and Security Drill Seminar
#17 Honaco Bldg. Nancayasan (May 18, 2013)
Urdaneta City
LBC Bank- Head Office Overview of Banking Operations (June 17, 2008)
809 J.P. Rizal St., Makati City Anti-Money Laundering Seminar (June 18, 2008)
Products and Services Orientation (June 19, 2008)
Information Security Policies Orientation (June 19, 2008)
Bank Security Policies Orientation (June 20, 2008)
Signature Verification and Counterfeit Detection Seminar
June 21, 2008)
AMLA & KYC Provision (June 27, 2009)
Banco San Juan (Head Office) Trainee (August 06-17, 2007)
Guadalupe, Makati City Description: Customer Relations Associate Training Program
Land Bank of the Philippines Practicum (June-September 2005)
Urdaneta City Job Description: New Accounts Clerk
Duties and Responsibilities:
• Assists clients in opening their accounts.
• Assists in handling client calls.
• Typing of passbook and other related matters.
• Receipt SSS and PAG-IBIG payments/remittances.
• Filing of ledgers and documents.
• Rerouting of documents for appropriate action of officers.
EDUCATIONAL BACKGROUND:
October 2003-October 2005 Urdaneta City University, Urdaneta City
Tertiary Bachelor of Science in Commerce
Major in Banking and Finance
June 1997-March 2000 Saint Louis University, Baguio City
Tertiary Bachelor of Science in Commerce
Major in Banking and Finance
June 1993-March 1997 St. Paul College of Ilocos Sur
Secondary Bantay, Ilocos Sur
June 1987-March 1993 Sta. Maria West Central School
Elementary Sta. Maria, Ilocos Sur
PERSONAL BACKGROUND:
Date of Birth : February 11, 1981
Place of Birth : Poblacion Sur, Santa Maria, Ilocos Sur
Height 5'4”
Weight : 53kgs.
Civil Status : Married
Nationality : Filipino
CHARACTER REFERENCES:
Juliet S. Umingan Service Head
Eastwest Bank-Pasong Tamo, Bagtikan Branch
Cellphone No.: 092********
Catherine C. Vinluan BSCO
PS Bank-Urdaneta
Cellphone No.: 092********
Contact this candidate