Ma. Cathrina Roxanne Tan Dimaano-Escaño
Paz Neri Street RER Subdivision Phase 1 Kauswagan, Cagayan de Oro City
0977.8544124 / *************@*****.***
A success driven individual known to have strong corporate communication skills. Hard working, congenial and enthusiastic contributor and supporter of team goals. Looks forward to challenging and rewarding career in an industry where my professional and personal skills may be used to an optimum in the pursuit of excellence.
Professional Experience
Field Sales Officer Trainee
Asia United Bank Corporation (Cogon Branch)
March 14, 2016 to Present
Qualifying prospect clients
Generating revenue and acquiring customers
Customer evaluation and procurement
Account management
Sales process management
Sells bank products to new and old clients
Promote Cash Management Service products
Client Service / Sales Associate
Asia United Bank Corporation (Puregold Cagayan de Oro Branch)
March 2011 – March 2016
Balance currency, coin and checks in drawers at the end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Cash checks and pay out money after verifying signatures are correct, that handwritten and numerical amounts agree, and that accounts have sufficient funds.
Receives checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and legality of the documents.
Enter customers’ transactions into computers in order to record transactions and issue computer generated receipts.
Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for deposit or shipment branch banks.
Identify transaction mistakes when debits and credits do not balance.
Observe dual and/or joint custodianship with vault and other items held for safekeeping.
General accounts book keeping.
Balance and check general ledger at a daily basis for possible floats in the entries.
Receive, balance and safe keep PDC Warehoused checks.
Prepare and verify manager’s checks.
Arrange monies received in cash boxes and inside the vault according to denomination.
Receive loan, or public utility bill payments, verifying payment dates and amount due.
Resolve discrepancies concerning customers’ accounts.
Explain, promote, or sell products or services such as time deposits, manager’s checks, trust funds and credit cards, using computerized information about customers to tailor recommendations.
Perform clerical tasks such as typing, filing, and scanning of documents.
Monitor bank vaults to ensure cash balances are correct.
Order a supply of cash to meet daily needs.
Sort and file deposit slips and checks.
Receive and count daily inventories and cash, manager’s checks, passbook, ATM cards, pin mailers, time deposit certificates, PDC warehoused checks and checkbooks.
Count, verify, and post armored car deposits.
Carry out special services of customers, such as ordering bank cards and checks.
Compute financial fees, interest, and service charges.
Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing trust funds.
Compose, type and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
Inform customers about foreign currency regulations, transact Telegraphic Transfers, and compute transaction fees for currency exchanges.
Quote unit exchange rates, following daily international rate sheets or computer displays.
Accounting Associate and Accounting for Parts
Magnet Motors Corporation – Cagayan de Oro
Balance and check cost of goods sold and still on inventory.
Prepares checks for suppliers.
General accounts book keeping.
Formal Education
AB – Economics
Xavier University – Ateneo de Cagayan
Affiliations
Junior Chamber International – Kagayhaan Gold Chapter
Member since 2012
Orobanker’s Association
Member since 2011
Trainings
Signature Identification and Fraud Detection
Anti-Money Laundering Act – AUB Conducted Seminar
Bank Control and Process Seminar – AUB Conducted Seminar
Junior Chamber International Project Planning Seminars
Junior Chamber International : Decoding the Leader’s Message
Junior Chamber International : Step Up to Inspire Regional Bootcamp Training
Personal Reference
Ma. Consuelo M. Tan
Bank of Commerce
Area Head for Mindanao
Anabel L. Luchana
Asia United Bank – Puregold Branch
Service Manager
856-8893
Jennifer D. Quider
General Virtual Assistant
CartStack, LLC