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Managerial Position, Service Associate, Banking Professional

Location:
Barangay 17, 6100, Philippines
Posted:
March 08, 2023

Contact this candidate

Resume:

OBJECTIVE

**********@*****.***

63-926-*******

Customer oriented individual, striving to provide the highest quality service for food preparation and customer service. Handling customer transactions/feedbacks, managing individuals, cross-selling products and with professional banking experience. Seeking for a career in your establishment to share my knowledge that would benefit your company and my professional growth.

Adlawan, Valencia Bohol

Phils 6306

..

SKILLS

EXPERIENCES

Excellent Customer

Handling

Ability to deal with

complexity

Communications Skills

Controlling and Monitoring

Skills

Speed with accuracy

Stress Tolerance

Time Management

EDUCATION

HIGH SCHOOL

Valencia National High

School

Valencia, Bohol

2006-2009

With Honor

GELLA MAE G. HALASAN

.

SERVICE ASSOCIATE-UNIVERSAL PROCESSOR

RCBC BANK, Tagbilaran Bohol / July 2019-Present

■ Supports the Service Manager (SM) in achieving the branch service standards by delivering services in a timely, competent, warm, error-free and efficient manner.

■ Attends to various customer inquiries and requests and ensures zero complaint from clients on its day-to-day operations.

■ Performs account opening/maintenance related functions and tasks for other bank services (e.g. deposits, bank certification, checkbook requisitions, etc.), and all tellering and over-the-counter transactions and reconciliation as required, and completes all related tasks as prescribed by Bank’s policies and/or the Branch Operations Manual, and in accordance with regulatory policies.

■ Performs custodian functions in accordance with the Branch Operations Manual which include the following:

● As custodian/co-custodian for keys and combinations, as delegated.

● As co-custodian of the Service Manager (SM)/Service Officer (SO) for functions related to the Main Vault, ATM, Cash Safe, SDB, Accountable Forms, and Working Supplies of the branch.

● As single custodian of the New Accounts Working Supplies, Teller’s Cash and Working Supplies, and documents and files as stated in Bank policies and/or in the Branch Operations Manual.

■ Checks and informs client of any discrepancies related to the transactions being handled and requests clients to change/revise submitted posting media

■ Ensures proper upkeep of work area and other places based on Mystery Shopper Service Standards of the Bank.

■ Contributes to the overall financial goals of the branch i.e. cost reduction initiatives, meeting OPEX budgets, etc.

■ Processes placements, maturities and termination of time deposits. Validates and determines daily maturities of various placements for Peso and FCDU.

BS in Psychology

Holy Name University

Tagbilaran City, Bohol

2009-2013

Dean’s List

COLLEGE

SERVICE ASSOCIATE-TELLER

RCBC SAVINGS BANK, Tagbilaran Bohol / August 03 2015 – June 2017 SERVICE ASSOCIATE-NEW ACCOUNTS

RCBC SAVINGS BANK, Tagbilaran Bohol / July 2017- June 2019

■ Conducts post verification of all transactions (posting media)

■ Contributes in the referral program of the bank.

■ Uploads and processes customers’ payroll and ADA instructions

■ Contributes in the referral program of the bank.

■ Performs reconciliation for all newly created and modified Customer Records against Audit Trails generated by the system.

■ Handles/Releases checkbook requisitions and bank statements of clients.

■ Acts as co-custodian of Accountable Forms Working supplies of the branch.

■ Prepares acknowledgement receipt and inform clients with returned check/s.

■ Prepares daily Collection on bill payments reports for local utilities.

■ Ensures operational efficiency in accordance with service standards (e.g. standard line wait, service time within acceptable TAT, error-free processing of transactions, etc.).

■ Protects the confidentiality of passwords for assigned system User ID

■ Reports to immediate officer any fraud, potential fraud, and risk areas committed by branch associates.

■ Ensures a “Satisfactory” audit rating with zero fraud by strictly adhering to the Bank’s policies and procedures.

■ Complies with BSP policies for the processing of transactions and ensures no losses/penalties.

■ Attends and completes trainings required by Bank/supervising officer/s, among others:

Peso and Dollar Counterfeit Detection

Crisis Management

Basic and Advance Signature Verification & Forgery Detection/Forgeries & Modus Operandi

AMLA

Security Awareness

Smile and Greet

Service First

Image Enhancement & Business Decorum

Selling Fundamentals

BCSOTP Tellering

ATTITUDE

Committed to the Organization

Pro-Active

Dependable

Has Concern for order, quality

and accuracy

Responsible

RE FERENCES

Online E-Learnings Accomplished:

Fatca eLearning - May 27, 2019

Data Privacy Act eLearning – November 09, 2018

Amla 2018 eLearning – January 11, 2019

Corporate Grooming 2018 eLearning – May 09, 2019

Consumer Protection eLearning – May 24, 2019

Information Security Key Concepts eLearning- May 22, 2019 Signature Verification eLearning – July 15, 2020

Online Gaming Business eLearning – May 27, 2019

Money Service Business eLearning – May 22, 2019

Effective Email Communication – August 02, 2019

Cash Management Solutions eLearning – September 04, 2019 Unit Investment Trust Fund eLearning – October 22, 2019 Deposits Products eLearning – December 12, 2019

Consumer Loan Products eLearning – December 12, 2019 AML BSP Circular No. 1022 eLearning – March 05, 2020 Business Etiquette eLearning – July 23, 2020

SHIFT MANAGER

JFC FOODS CORPORATION-Jollibee (Rose En Honey)

Jollibee Island City Mall, Tagbilaran Bohol / August 2013 – May 2015

■ Acts as a Crew Recruitment and Training Manager

■ Does Floor Control/ Managing Customer Lobby

■ Perform Daily Crew Scheduling

■ Ensure First in First Out Policy

■ Assist proper Customer Queuing

■ Ensure Customer Satisfaction

■ Ensure Food Safety

■ Acts as Receive Stocks Manager

■ Make sure inventory management is under control

■ Ensure proper health and sanitation practices

REFERENCES

Vergile G. Alemania

Service Manager

RCBC, Tagbilaran, (038-***-****

Cielito B. Meguillo

Branch Manager

China Bank Tagbilaran City

Joan Naranjo

Group Manager

Jollibee-Tagbilaran-Bohol



Contact this candidate