Experience

• 

  Philippine national bank

  Jun 2014 - Mar 2019

  Assigned to identify, customize, and implement business-fit cash management solutions (CMS) to retail and corporate clients in Northern Luzon. Created marketing materials for clients and the bank-users. Trained Branch Managers and Relationship Officers on effective CMS-marketing. Prepared data for business review and development purposes. Extended sales and after-sales support to clients and bank partners. Assigned to conduct trainings on Cash Management products among the different branches of PNB in NCR and North Luzon, market CMS to corporate clients, create personalized sales materials, and develop tailored-fit pricing schemes. Had a relevant training in selling trade products like LCs and SBLCs. Attended a six-month long intensive training program to develop overall preparedness and core competencies in terms of leading, marketing, implementing products, and banking.

  • Cash Management Relationship Officer

    Aug 2017 - Mar 2019

  • Cash & Trade Sales Officer

    Jun 2014 - Jul 2017

  • Management Trainee

    Jun 2014 - Dec 2014
• 

  Bdo unibank

  Apr 2019 - now

  Business development manager- cash management service

  Identifies IBG clients’ cash management needs and coordinates with different bank partners in addressing those needs. Customizes sales materials, product-features and pricing arrangement based on clients’ requirements. Prepares enrollment documents and deviation approval requests (as necessary) for clients’ convenience, and also to ensure the provision of clients’ required services. Creates call and sales report for bank management’s timely monitoring of production and other deliverables. Trains newly-hired-colleagues and shares CMS knowledge and sales strategies with them. Acts as OIC Team Lead for almost 6 years. Helps other units in creating marketing materials by being a voice talent, and manages both external and internal clients well. Show less