Kate Morcilla

Experience

• 

  HSBC

  May 2008 - Jul 2015

  • Contributed to the continuous improvement of the Bank’s processes and standards by ensuring that client transactions and interactions meets all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents).• Delivered excellent and personalized service to Premier clients by proactively contacting all the clients in the portfolio to ensure client satisfaction, as well as to establish meaningful long-term relationships.• Provided outstanding account handling service and administrative support by ensuring service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.).• Managed difficult client situations as well as raised issues to upper management as appropriate and recommended ways to resolve them. Show less

  • Premier Associate

    Jun 2014 - Jul 2015

  • Senior Customer Service Representative Teller

    Jul 2013 - Jun 2014

  • Junior Customer Service Representative Teller

    Sept 2012 - Jun 2013

  • Advance Customer Service Representative Teller

    Nov 2010 - Sept 2012

  • Junior Teller

    Jun 2010 - Oct 2010

  • Customer Service Assistant

    May 2008 - Jun 2010
• 

  Metrobank

  Aug 2015 - May 2023

  Investment Specialist

  • Implemented business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.• Supported Relationship Managers of various sectors in deepening customer relationships by providing investment solutions through products and services.• Profiled clients as to product suitability, conducted marketing calls and comprehensive product briefings and market updates to prospective and existing clients.• Executed the investment solutions confirmed by clients timely and accurately with the Bank as its counterparty while ensuring compliance with policies and regulations affecting the market and with an awareness of the risks and prescribed controls.• Managed client portfolios by ensuring accuracy and punctuality of investment performance reports and financial presentations as well as monitored accurate and prompt submission of required investment documents and reports to internal partners. Show less

• 

  LendCare

  Nov 2023 - Nov 2024

  Processing Administrator

  • Reviews loan documents to verify their completeness, accuracy, and compliance with company policies and procedures.• Remains vigilant for advancements in loan products and system enhancements to elevate service quality and productivity.• Conducts a comprehensive evaluation of prospective borrowers by meticulously reviewing their applications.• Assesses all relevant financial and non-financial factors and formulates repayment strategies for loans.• Validates all documentation submitted by loan applicants during the application process.• Collaborates with merchants/dealers to clarify key details on loan applications. Show less

• 

  Edward Jones

  Dec 2024 - now

  Branch Office Administrator