Service Officer Customer
Resume:
Myleen Farrah T. David
Email address: **************@*****.***
Skype address: Myleen Farrah David
PROFESSIONAL SUMMARY
Knowledgeable and dedicated Branch Service Officer professional with extensive experience in Customer Service, Cash Handling expertise, Marketing in retail banking financial institution. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Organize, direct, preventive control and evaluated daily operation, client focus, positive attitude towards work and goal oriented. Specialize in quality, speed and process optimization. Proactive Branch Service Officer with expertise delivering support services, resolving customer complaints. Supervise 5 people in the branch, Responsible for directing, coordinating and supervising the operational and accounting activities of branch to achieve its established objectives and targets.
WORK EXPERIENCE
BRANCH SERVICE OFFICER (Assistant Manager) MAY 2018 – PRESENT Philippine Veterans Bank
• Assists in answering the complaints/queries/concerns of the customers.
• Primary holder/custodian of Branch entrance door, main vault upper combination, cash safe time delay lock, ATM safe vault (Upper dial), ATM card safe keeping. Handles the override function and authority needed to facilitate the transfer/validation of cash from CIV to tellers.
• Directly supervises, oversees, mobilizes and ensures continuity of the Branch over-the -counter operations on day-to-day basis.
• Ensures and manage the availability of cash for the day’s needs and transactions; applicability/workability of the system applications to hasten transaction processing and service delivery.
• Ensures the conduct “post audit” of teller’s transactions at End of Day to ascertain that there are no mis-posting or double posting of transactions.
• Ensures proper& accurate postings, as well as balanced daily over the counter transactions.
• Co-approves Branch transactions for withdrawals, encashments in amounts of P50,000 and above, Issuances of Managers Checks and Time Certificate of Deposits, Bank Certifications, Debit& Credit Advices, other transactions requiring dual approvals and signatures.
• Accuracy and timely submission of internal and other regulatory reports.
• Ensures the rectification of BSP/internal audit exceptions.
• Conducts cash count of teller’s picos, deposit pick up and determines the cash accountability of the tellers based on the total cash transactions to ensure a balanced over the counter transaction and end of day cash in vault.
• Balancing of cash and other transactions at the end of the day
• Provides leadership functions in directing the tellering functions, Customer service and Roving teller as may be necessary such as deposits, withdrawals, encashments, opening and closing of accounts, sales and purchase of foreign currencies& notes, maintenance of accounts, handling and tagging of deceased account, stop payment orders, performs the reactivation of dormant accounts.
• Monitors service quality and customer satisfaction
• Responsible for the inventory of stationery and office supplies
• Manage staff, assigned duties, resolve problems that arise such as client complaints and monitors stocks of the branch numbered forms, office supply shortages, monitors expenses and income. FIELD SALES OFFICER OCT 2017- FEB 2017
Rural Bank of Angeles A Subsidiary of Asia United Bank
• Responsible for generating CASA/TD deposits for the bank and cross- selling other products and services of the bank.
• Carries out a sound and aggressive but controlled program of account generation to meet target volumes.
• Analyzes and identifies sales opportunities and assists in the development of branch-based marketing and sales plans.
• Responsible for market and competitor's survey as to products, pricing and sales and service strategy.
SALES AND SERVICE MANAGER JULY 2017 – AUG 2017
Robinsons Bank Corporation
• Responsible for directing, coordinating and supervising the operational and accounting activities of branch to achieve its established objectives and targets.
• Checks and verifies account opening, ensures documentary requirements are complete
• Main custodian of branch main door key upper vault/ATM combination, cash safe, performs
• Approves over the counter transactions in accordance with authorized transaction limits
• Monitors CIV, Cash ATM level on a daily basis
• Monitors service quality and customer satisfaction
• Checks and approves withdrawals above teller’s limits
• Handling daily batch reports (Trial Balance, Proof sheet, Manual Entries)
• Handles vault combination
LOANS OPERATION OFFICER SEPT 2016 – JULY 2017
Rural Bank of Angeles a Subsidiary of Asia United Bank
• Supervises the booking and processing of approved loans. Prepares loan reports on regular basis for balances.
• Supervises the activities of loans associates reporting to the position.
• Allocates and controls daily workflow of loan associates for daily loan booking/releases and other loan related transactions.
• Handles queries of branches in loan processing and other loan related transactions.
• Ensures that turnaround time targets of the unit are maintained.
• Prepares periodic reports and ensures loan reports are balanced.
• Prepares accounting entries and approves posted transactions in Loan System by loan associates for all types of loans.
SERVICE OFFICER JUL 2015 – SEPT 2016
Rural Bank of Angeles A Subsidiary of Asia United Bank
• Exercises supervision over cash and new accounts. Contributes to the achievement of branch goals.
• Ensure that branch operating transactions are carried out in accordance to policies and procedures
• Act as a primary custodian of cash and all other accountable items
• Exercises delegated limits in approving daily branch transactions
• Handle client inquires and complaints
• Evaluates and recommends process change to improve customer service
• Manages and develops staff competencies through counseling, coaching
• Ensure that branch operating transactions are carried out in accordance to policies and procedures
• Manages and develops staff competencies through counseling, coaching SALES ASSOCIATE-NEW ACCOUNTS Mar 2013 - Dec 2013
Eastwest Banking Corporation
• Assists client /s need and complaints
• Opening of New Accounts
• Responsible in preparing Certificate of Deposit/s, Bank Certificate/s, renewal or pre- termination of matured time deposits
• Responsible for the inventory of stationery and office supplies
• Bills Purchase, SPO, SDB’s, Telegraphic transfer Various reports (New Accounts Open, Confirmation of rates, Top 100 Clients, Service Charges Waiver)
• Monitors Peso and Dollar Time Deposit Placements and ensures the correct computation of interest earned and withholding taxes as it matures SALES ASSOCIATE TELLER / ROVING TELLER DEC 2004 – APR 2013 Eastwest Banking Corporation
• Accepting cash and check deposits and miscellaneous collections
• Pay out cash withdrawals, check encashment, and miscellaneous payments
• Pick up cash and check deposits to various clients
• Requisition and turnover of cash from and to the vault through cash
• Balancing of cash and other transactions at the end of the day EDUCATION
Bachelor of Science in Business Administration JUN 2000- APR 2004 Major in Financial Management
Trinity College of Quezon City
Valeriano E. Fugoso Integrated School JUN 1996 – MAR 2000 Elementary:
Sun Yat Sen High School JUN 1992 - MAR 1996
Ilo - ilo City
St. Mary’s Academy of Capiz Roxas City JUN 1989- MAR 1992 TRAININGS / SEMINARS ATTENDED
Anti-Money Laundering and Combating the Financing of Terrorism Online Training
Sept.6,2020
Arlene Santos
Philippine Veterans Bank
Data Privacy Act
Online E-Learning Course
Oct.19,2020
Philippine Veterans Bank
Enterprise Risk Management
Online E-Learning Course
Mar.10,2021
Philippine Veterans Bank
AML/CFT Customer Due Diligence
Online E-Learning Course
June.18,2021
Philippine Veterans Bank
Data Privacy Act (DPA) Module 2
Online E-Learning Course
Sept.15,2021
Philippine Veterans Bank
SPECIAL SKILLS / INTERESTS
• Customer Service Skills (Established good working relationships with customers/clients.
• Leadership Skills
• Problem solving skills
• Productive and efficient work habits without supervision.
• Self-motivation with high energy.
• Intense desire and willingness to learn new knowledge.
• Cash Handling expertise
• Cross selling(marketing) the bank products
• Handles client complaints
• Attention to detail/ volunteered cleaner in our church organization (mopping, sweeping, wiping the chairs).
• Volunteered packing of dried fish in public market owned by our relatives. CHARACTER REFERENCES
Maria Theresa C. Sibug
AVP-Branch Manager
Eastwest Banking Corporation
Brgy. San Jose Angeles City
Joy G. Lastimoza
Branch Manager
Philippine Veterans Bank
Myleen Farrah T. David
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