Post Job Free
Sign in

Service Associate Client

Location:
San Antonio, Nueva Ecija, Philippines
Salary:
50000
Posted:
September 03, 2024

Contact this candidate

Resume:

Roxanne Villar

639-***-******

************@*****.*** • https://www.linkedin.com/in/roxanne-villar-4ba852293

*** ***** *, *****, *** Antonio, Nueva Ecija, Philippines, 310 8

PROFESSIONAL SUMMARY

Diligent banking professional with unsurpassed attention to details and superior ethics. Focused on balancing customer needs with bank security requirements and sales target. Knowledgeable about regulatory requirement and protection protocols.

WORK EXPERIENCE

Marketing Assistant Feb 2018 - Present

BDO Unibank Inc • Cabiao, Nueva Ecija, Philippines

As part of AML/KYC (Anti Money Laundering/ Know Your Client) I am the one who interview and assess Client and offer what are products and services is best for them, I am also the one who process Bank Account opening, encoding clients personal details in system and updating their records am the one who also open, roll over, pre term Time deposit, I am also a UITF or Unit Investment Trust Fund sales person so I can process and explain to the client what are the risk in investing in our stock market, I also process cash/cheque deposits, withdrawals, bills payment, and currency exchange. I am also one of the top referrer in private life insurance one of our product in Our bank.

Client Service Associate May 2017 - Feb 2018

BDO Unibank Inc • Cabanatuan, Nueva Ecija, Philippines

Assisting client process bank transaction, Cash Deposit, Cheque deposit, withdrawals, bills payment, and currency exchange and daily cash balancing at the end of day.

Receptionist Dec 2016 - Apr 2017

Excelsis Pharma • Gapan, Nueva Ecija, Philippines

Welcoming guest and doctors. Attending phone calls and transfer to the person looking for and log all the data, Arrange and organize meetings. I was the one also who safe keep company car keys. I also process the billing and payments for the company expense like electricity bills, water bills, internet and gasoline fleet cards for the company service. I also handle the employee monthly contribution for their Social Security System, PAGIBIG trust Fund and Philippine health insurance.

School Cashier Jun 2016 - Aug 2016

ACLC College of Gapan • Gapan, Nueva Ecija, Philippines

As seasonal worker my responsibilities are: Accepting and processing students tuition fees and other school payments. I was the one also who deposited daily collection to the banks. I also work there as school admin, accepting and process student enrollment, distributing Students ID and other credentials. I also work there as a school library assistant when the librarian is not on duty.

EDUCATION

Bachelor of Science in Tourism Management Nov 2009 - Apr 2013

ACLC College of Gapan • Gapan, Nueva Ecija, Philippines

High school Jun 2005 - Apr 2009

St. Paul school of San Antonio • San Antonio, Nueva Ecija, Philippines

AWARDS AND HONOURS

Top 1 Bank Partner Case count

2018

Top 3 Bank Partner APE

2018

Top Branch referrer for Case count

2023

Top Branch referrer for Leads

2023

Top branch referrer for APE

2023



Contact this candidate