Experience

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  Psbank official

  Mar 2007 - Jun 2022

  Supervised the overall operations of the branch and ensured fast delivery of service and compliance with established bank policies and BSP/AMLC regulations. Managed and supervised cash and ATM operations of the branchActed as primary custodian of cash, accountable forms, Atm, late checks and loan collateral docs in the branch.Supervised the processing of new accounts,updating of customers information and kyc forms, clearing,loans,sundries and other products and services of the branch in accordance with the existing Bank policies and procedures.Responsible for the maintenance of the Bank premises, including supervision of security and messengerial services. Addressed audit findings in accordance with the approved Service Level Agreement and ensured resolution of unresolved audit findings to avoid recurrence.Reviewed, analyzed and monitored Covered Transactions Report(CTR), Suspicious Transactions Indicator Report (STIR),BASE60 alerts of clients transactions and prepared required AMLA reportReviewed branch operations, systems and procedures and draft recommendations or proposal to improve work efficiency, client servicing, income generating and cost reduction measures.Conducted client profile reviews for customer accounts and reviewed all information and documentation ensuring compliance with bank policies and procedures. Ensured kyc forms and documents are updated according to KYC requirements. Reviewed and monitored branch customers transactions alerts and reports suspicious transactions.Supported the team thru effective lobby marketing/cross-selling to get in-house sales of all bank products from walk-in clientsSupported the bank’s objective by handling and resolving client’s queries, concerns and complaints with an exceptional customer experience possibleEnsured timely submission of monthly and quarterly reports.Supervised and trained customer associates fostering their professional development and enhancing their operational capabilities Show less

  • Branch Service & Control Officer

    May 2015 - Jun 2022

  • Customer Service Associate - New Accounts Clerk

    Sept 2008 - Apr 2015

  • Customer Service Associate - Teller

    Mar 2007 - Aug 2008
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  Sun life philippines

  Mar 2023 - now

  Licensed insurance agent

  Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.Provide recommendations on life and health insurance coverage, retirement planning and other related areas.Develop and sustain robust relationship with clients, consistently ensuring that their financial goals are achieved.