Customer Service Account Officer
Resume:
GEMMA R. ARSENIO
advor3@r.postjobfree.com +647-***-**** Toronto, Ontario, Canada
OBJECTIVE
Seeking for an available position in a dynamic institution where I can apply my strong analytical skills,attention
to detail, and passion for the industry to provide exceptional customer service and support clients in achieving
their needs.
PROFESSIONAL EXPERIENCE
08/2021 02/2023 TEAM-HEAD OIC
La Carlota City, BDO Network Bank Inc.
Philippines
Leading and managing a team of bank account ocers
Ensuring their performance meets the bank's standards.
Setting team goals and objectives, and tracking their progress.
Ensuring team members are following the bank's policies and procedures.
Overseeing the on-boarding of new clients and the opening of new accounts.
Monitoring and analyzing team performance and productivity.
Evaluating team members' performance and providing regular feedback.
Identifying areas for improvement and developing strategies to enhance the team's performance.
04/2019 09/2021 ACCOUNT OFFICER
Bacolod City, BDO Network Bank Inc. - Bacolod Lacson Branch
Philippines
Onboarded new clients and opened accounts for them.
Monitored clients' accounts for any suspicious activity or potential fraud.
Resolved client inquiries and issues related to their accounts.
Updated clients' account information and ensure accuracy.
Processed transactions such as deposits, withdrawals, and transfers.
Provided clients with information about bank services and products.
Generated monthly or quarterly account statements for clients.
Assisted clients with online banking and mobile banking services.
Participated in cross-selling and up-selling opportunities with clients.
Maintained a high level of customer service and built customer loyalty.
07/2016 03/2019 ACCOUNT OFFICER
Ilo-Ilo City, LifeBank Micro Finance Inc.
Philippines
Managed a portfolio of clients and maintain strong relationships with them.
Provided nancial advice and recommend products and services that meet clients' needs.
Analyzed clients' nancial information to understand their needs and goals.
Prepared and presented nancial reports and analyses to clients.
Negotiated loan and credit arrangements and assist clients with loan applications.
Stayed up-to-date with market trends and changes in the nancial industry.
Ensured compliance with regulatory requirements and internal policies and procedures.
Developed and maintain a thorough understanding of the company's products and services
02/2015 06/2016 QUALITY ASSURANCE PERSONNEL
Rizal, Philippines Monde MY San Inc.
Developed and implement quality control procedures to ensure products meet established standards.
Conducted regular inspections and testing of products and materials to identify any issues or defects.
Reviewed customer complaints and feedback to identify areas for improvement.
Collaborated with cross-functional teams to resolve quality issues and improve processes.
Maintained and update records of quality control activities, test results, and inspection reports.
EDUCATION
Bachelor of Science in Business Administration, Major in Financial Management
La Carlota City College, La Carlota City, Neg.Occ, Philippines
Diploma received in 2013
SKILLS
Financial knowledge and understanding of various banking products and services
Excellent customer service skills
Strong communication and interpersonal skills
Ability to analyze nancial information and provide sound nancial advice
Knowledge of regulatory compliance and ethics in the banking industry
Attention to detail and accuracy in record keeping and nancial reporting
Time management and organization skills
Sales and relationship building skills
Ability to work in a fast-paced and high-pressure environment
Prociency with computer systems and software applications.
SEMINARS / TRAINING
Safety O cer Training Course
La Carlota City Neg.Occ. Philippines Dec.04 & 07, 2021
Seminar-Workshop on the Overview of General Stocks Trading Process
La Carlota City Neg.Occ,, Philippines February 08, 2014
Management Development Program
La Carlota City Neg Occ., Philippines Nov. 8-12, 2021
Bank Signature Verication Training
La Carlota City Neg. Occ., Philippines October 11, 2021
Product Presentation Workshop
La Carlota City Neg .Occ, Philippines Jan. 25, 2023
ACHIEVEMENTS / PROMOTIONS
Top 3 Account Ocer - Visayas Region 2019
Top 1 Account Ocer - Visayas Region 2020
Top 8 Account Ocer - Nationwide Philippines 2020
Promoted from Account Officer to Team head Oic - August 2021-Feb 2023
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