Ma. Teresa Ysabel Cruz, RMP

Experience

• 

  Bank of the Philippine Islands

  Jan 2012 - Jan 2018

  • BPI’s ambassadors outside the branchVisits designated areas/sites to give financial advice and offer products for those who do not have the time to go to a BPI branch• Serves as one of the primary acquisition channels of the bank aside from its branchesMainly responsible for bringing in new customers as well as fresh fund deposits Field Sales Officers often serve as the first point of contact/interaction with BPI of a new customer• Helps personal banking clients find products that best suit their life stages and needs• Handles almost all of the bank’s products:1. Deposit Accounts – Savings/Current accounts2. Investment products – Special Deposit Accounts/Mutual Funds/Unit Investment Trust Funds (UITF)3. Consumer Loans – Auto Loan/Housing Loan/SME Loan4. Non-life Insurance (through BPI-MS)5. Credit Cards and Personal Loans• Conducts financial wellness seminars for companies, schools, offices etc.• Coordinates with the Cash Management Division as well as the Corporate Relationship Managers for companies/corporations that are interested in BPI’s Express Link (Payroll) Facility Mas kaunti

  • Assistant Manager/Field Sales Officer

    Jan 2013 - Jan 2018

  • Management Trainee

    Jan 2012 - Jan 2013