Chel Gopez, RFC, CUSP

Experience

• 

  BDO Leasing

  Jun 2002 - Nov 2006

  Sourced and developed new accounts and managed existing accounts.Evaluated applications, prepared loan approval papers, and made recommendations to the Credit Committee for the establishment, review, and renewal of facilities of borrowing corporate and commercial accounts. Reported directly to the Account Officer and assisted the Account Officer in expediting lease/loan transactions, monitored day-to-day dealings with clients and handled documentary requirements and account updates.

  • Junior Asst Manager 2 - Account Officer

    Sept 2004 - Nov 2006

  • Account Assistant

    Jun 2002 - Sept 2004
• 

  Citi

  Dec 2006 - Feb 2009

  Assistant Manager - Relationship Manager

  Reported directly to the Branch ManagerSolicited and maintained relationships with mass affluent customers by providing a wide array of deposit and investment products and services.

• 

  Maybank

  Feb 2009 - Jun 2014

  Reported to the Region Head/ Vice President (Head Office-based). Directly handles/supervises branch personnel (Service Head, Sales Associate, Service Associate)Managed day-to-day branch banking operations and delivers branch targets for various products and services. Reported to the Consumer Sales Management Head/Assistant Vice President (Head Office-based)Helped the branch/es grow deposit and loan bases by soliciting new business relationships with corporate and individual clients.

  • Senior Manager - Branch Head

    Apr 2010 - Jun 2014

  • Manager 2 - Senior Sales Executive

    Feb 2009 - Mar 2010
• 

  Maybank

  May 2017 - Jun 2019

  Senior Manager - Branch Head
• 

  RCBC

  Jun 2019 - now

  • Vice President - Wealth Relationship Manager

    Jul 2023 - now

  • Asst. Vice President - Wealth Relationship Manager

    Jun 2019 - now