Revaneze Rimasug

Experience

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  China Bank PH

  May 2014 - Jul 2017

  Customer Relations

  The main tasks are to execute KYC and due diligence assessments before opening new accounts, including deposit and investment products, while collecting all necessary documents, terminating accounts, and making arrangements to ensure standard operating procedures are followed. Responsible to assist customers with their servicing needs, inquiries, and cross-selling of bank products and services.Establish a distinction among urgent and critical duties to give exceptional service and address any difficulties that may arise following the service. Show less

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  UnionBank of the Philippines

  Aug 2017 - Jun 2019

  Financial Advisor

  Prepares recommendations for particular financial services for present and prospective customers based on an examination of their unique needs.Performs analysis, provides the best recommendations and products, and raises consumer awareness of solutions using sales tools and modules.Has a thorough understanding of and adherence to the company's risk management and regulatory standards, policies, and procedures. Upholds internal control requirements, including the prompt application of internal and external audit findings and, if necessary, any concerns expressed by external authorities. Show less

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  East West Banking Corporation

  Jul 2019 - now

  Relationship Officer

  Implementing cross-selling and other relationship-building activities, and prioritize activities based on the level of existing/potential business and revenue contribution of clients in assigned portfolio.Monitoring post-sale service given by our operations team to our valued clients and serving as an escalation contact officer on complex service concerns.Initiate the KYC on-boarding process and be responsible for collecting data with the support of the appropriate teams in charge of due diligence. Review documentation for new-to-bank customer accounts, evaluate high-risk accounts, and secure new bank requirements that support the income. Show less