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Life Insurance Accounting Assistant

January 08, 2017

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BLK ***, DRIVE ** WOODLANDS, 07-76


Mobile No.: +658*******

Email address:


An experienced individual and well maintained professional having an ample amount of knowledge in the banking industry. Being exposed to banking sector as an Accounting Assistant for more than 6 years I am able to gain skills, knowledge, and an innate ability to solve financial and accounting problems. Aside from accounting work we are also encourage to cross sell bank products like opening of deposit products, credit cards, consumer loans, life and non-life insurance. I also have a keen interest in equity market; I personally trade in the Philippines stock market. It would be an opportunity for me to be exposed to new financial environment. Seeking for an opportunity to offer my skills and knowledge in a new international organization, through this I can develop my decision making and problem solving skills. At the same time, to be able further advances my knowledge of international accounting practices and standards.


Banco De Oro Unibank Inc. (BDO)

BDO - Cagayan de Oro Osmeña Branch

Branch Branch Banking Group


July 2010 – December 2016

Responsible for ensuring completeness of checks sent out for clearing, checks the accuracy and completeness of the daily transactions, encoding of accounting entries in the General Ledger System, monitoring the income and operating expenses, and generating of the daily reports.

Ensuring the smooth running of the daily basic retail banking transactions

Ensures that accounting records are complete and accurate

Assist in performing standard bookkeeping and administrative task

Processing of account payables and receivables

Tracking of office supply inventories

Verifying customer data to detect and identify financial fraud

Answering any financial, accounting and banking queries

Providing financial advices including Unit Investment Trust Funds

Cross selling financial products and services to new and existing clients

Assist in personal loan and credit card application and process

Liaising with customers

Cash handling

International Marketing Group (IMG)

Cagayan de Oro City/ Region 10

Associate Sales Executive – Part Time Job

August 2015 – Present

International Marketing Group is one of the biggest and fastest growing financial distribution companies in the US, Canada, Taiwan, Hongkong, Philippines and going worldwide. IMG has established agreements with many of the world’s leading financial services companies to provide us a broad array of financial products & services.

Gives Financial Education Seminars

Conduct Product Trainings

Sells products like Life Insurance, Auto Insurance, Real Estate, Non-life Insurance, Mutual Funds, and Health Care Insurance.

Meet up with Prospect clients

Gives Quotations

Process Personal Loans, Credit Card Applications


Career competencies

Thorough in understanding bank policies and procedures

Develops new process that may reduce the time taken in processing such transactions

Presentation and sales skills

Knowledge in some financial investments

Certified to sell Unit Investment Trust Fund products

Comprehensive understanding of the banking industry and regulatory laws

Knowledge about anti-money laundering laws and policies

Under gone counterfeit detection and signature verification training

Able to analyze graphs and charts

Certified by central bank of the Philippines to sell trust products

Knowledge of AS400 system

Understanding on different financial products

Experienced in Stock trading

Personal competencies

Organize and able to deal with multiple workloads at the same time

Ability to deal with large quantities of financial data

Dependable and honest

Ability to keep calm under pressure

Keen attention to details

Setting priorities

Good oral and written communications skills

Accurate and timely

Leadership, analytical, and management skill

Negotiation skills

Strong excel skills


2013 BDO Smart Frontliners Awardee

Top Accounting Assistant – bank wide

February 2013

Zero Exception Audit Result

2013 Yearly Bank Audit

January 2013


Tertiary: BS Business Management

Xavier University – Ateneo de Cagayan

2005 - 2010


Available upon request

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