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Sales Executive Customer Service

Manila, Philippines
December 16, 2019

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#** *** ****** *****, *******,La Union,Philippines · 091*-***-****/ 072-***-**** ·

Romeo M. Cariaso Jr.


To be part of a company that would enhance and develop my skills related to my experiences.

Summary Profile:

Licensed in Ordinary Life and Variable Unit Linked Insurance.

Certified Estate Planning Specialist

Myers Briggs Type Indicator Training (BPI)

Safety Officer Training (BPI)

Participated in Estate Planning and Estate Tax Law training program(BPI)

Attended Sales and Product training (BPI-Philam).

Participated AMLAC training (BPI-PHILAM)

Attended Information Security training (BPI)

Accounts Maintenances and Consolidations.(Bank of America)

Bank Auditing and Compliance Training.(Bank of America)

Attended Six Sigma Training (YELLOW BELT CERTIFIED).

Participated International and Local Anti Money Laundering Training ( Bank of America)

Participated Fraud Detection and Risk Management Training and anti-terrorist Financing training.(Bank of America)

Participated Information Security Training(Bank of America)

Participated Credit and Loans Training (Bank of America)

T-Mobile Service and Sales Training.

T-Mobile Flexpay Product training for Customer Service.

T-Mobile Flexpay to Gen Care Conversion.

T-Mobile Service and Sales Training.

T-Mobile Flexpay Product training for Customer Service.

Strong communication skills with people of all level and roles.

Driven to learn and apply new ideas and skills.

Enthusiastic, creative and willing to assume increased responsibility.

Unique ability to adapt quickly to challenges and changing environment.

Personable, articulate and professional in both manner and appearance.

Willing to be trained.

Work Experience:

October 15,2014 to present

BPI-PHILAM Life Assurance Corporation

12th Floor Ayala FGU Tower, Ayala Avenue, Makati City

Bancassurance Sales Executive (PREFFERED SEGMENT):

Ensures sales production for the preferred segment of 3 branches of BPI in La Union in coordination with Relationship Managers.

Prepares Financial and Sales reports to Area Manager

Provide financial solutions to Preferred(VIP) clients.

Enhance and market to Preferred Client portfolios of three branches of BPI LA UNION on all across products aside from BPI PHILAM.

Cater and Assist clients with all their transactions and queries.

Provide day to day reports to Relationship Managers and to Area Operations on production and activity within the branch.

Prepares monthly reports on activity and production for all branches to the area office.

Formulate on a monthly basis strategies and form of actions to improve further activity and production of all branches.

Formulate action plans and execution for the production of the preferred segment of all branches.

Manage and guide PERSONAL BSE (Bancassurance Sales Executive) on their respective goals and plans of actions.

Monitor constantly on the production and compliance activity of personal BSE on each branch of La Union.

Reports directly to Area Manager on the progress and productivity of each BSE on the area of La Union.

As the Senior BSE it is my duty to Monitor and guide new BSE that would be assigned to any branch within La Union.

Bancassurance Sales Executive (PERSONAL SEGMENT):

Ensures sales production of the branch.

Provide alternative investment option for clients.

Perform after sales and customer service for existing BPLAC and Ayala clients.

Handling Preferred Banking segment for all branches in La Union

September 17, 2012 to October 30, 2014

Bank of America Continuum Philippines, Inc.

28th Floor Bonifacio One Tech Tower 31st St. Bonifacio Global City, Taguig City, MM

Associate: Senior Finance Analyst

Junior Operations Officer

Consumer Banking Services.

Financial Analyst.

Credit and Loans Specialist.

Train and handle new employees on processes of the bank.

Monitor and ensure cash flow of the bank to reduce risk.

Client servicing, to ensure to provide services available to clients of the bank.

Ensure to minimize risk exposure of the bank.

Ensure the smooth operations of the bank using sound policies and principles of Management

Manage manpower efficiency and ensure full compliance of procedural process in line with banking laws and sound banking practices.

November 10,2010 to May 27,2012

NCO Phils. Clark Inc.

CFZ, Pampanga

Customer Service and Sales Representative:

Customer Service.

Provides assistance for financial issues.

Technical Support Tier 2.

Service Sales and Support.

March 22, 2004 to November 20, 2010

Cariaso Optical

San Fernando City, LU


To supervise and make sure daily operations are kept at its optimum performance while maintaining its utmost quality requirements and the needed marketing strategies to achieve its goal to dispose of and make a profit of our intended product.

Sales and other orders thereof are kept in records in accordingly.






Juris Doctor, Bachelor of Law

Saint Louis College

Bachelor of Science in Commerce

Management Major

Lorma Special Science High School

Lorma Grade School

SY 1997-2000

SY 1989-1993

SY 1983-1989


1. Hon. Ramon C. Ortega

City Councilor

City of San Fernando La Union


2. Hon.Joy N Pinzon

Municipal Mayor

Bangar, La Union


3. Neil Q. Casuga

Relationship Manager

Bank of the Philippine Islands

Brgy 3 San Fernando City, La Union


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