CES KELLY BARILEA

Address: KS** Blk ** Lot ** Lancaster New City, Brgy. Navarro General Trias Cavite

Phone: +63-967-***-**** Home: (046-****-****

E-mail: ad230o@r.postjobfree.com

A Certified Trust Officer with 6 years of experience in both banking and investment sector. Seeking a new position where I can highlight my excellent interpersonal and communication skills for making new clients, maintaining relations with existing clients, and an increase in business revenue.

RELATED EXPERIENCE

ATR Asset Management Inc.

Client Services Officer May 10, 2021 – Present

Certified Trust Officer – Exam taken: July 4, 2022

Responsibilities:

Receives, processes, and analyzes client (existing and potential) requests and provides

appropriate information needed through various media (e.g., phone, email, traditional mail, face to face interaction, social media, chats, messaging, and other prospective means of communication) and logs all transaction in CRM (Salesforce)

Execute account opening process ensuring that client documentation is complete, and that service is provided in a timely and efficient manner

Generates and submits transaction summary reports to ATRAM operations team and ensures the delivery of client requirements

Inform clients of information regarding rates, products, trends, and other relevant information through publications (e.g., Daily Matters, NAVPUs and NAVPS) to increase investor knowledge

Deliver a range of support activities (e.g., related to logistics, registrations, etc.) to ensure that investor-related events/programs are executed in an efficient manager that optimizes the participant experience

Coordinate client requests, inquiries and complaints to different departments and ensure a timely resolution

MAYBANK PHILIPPINES INC.

Service Associate July 16, 2017 – April 2020

Responsibilities:

Serves customers by completing account transactions.

Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.

Complies with bank operations and security procedures by participating in all dual-control functions, auditing other’s tellers’ currency and assisting certification of proof.

Maintains customer confidence and protects bank operations by keeping information confidential.

Contributes to team effort by accomplishing related results as needed. Demonstrated ability to work solo as well as being a productive team member, taking advice and instructions from the leadership team.

Anticipate customer needs by studying services, products, and proper customer processes and procedures.

ADDITIONAL SKILLS

Ability to create and deliver presentation and to adapt and grow in a competitive environment, Excellent interpersonal skill, Ability of understanding marketing skills, Initiative-taking, Desire to deliver result, Goal Oriented, Client Relationship, Sales Planning, and Confident.

Maintain a cheerful outlook while dealing with a variety of problems and applying creative problem-solving methods.

Thorough understanding of commercial awareness and brand recognition to successfully establish rapport with the clients.

Excellent communicator and speaker both online in written interactions, and face-to-face customer service interactions

Working knowledge of Windows computers, basic programs, and the ability to perform basic troubleshooting when needed.

Email knowledge to guarantee proper and professional communication between service associate and customer/clients.

EDUCATION

Bachelor in science and Business Administration Major in Banking and Finance, Jose Rizal University (2013-2017)

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