Engelbert Leon

Experience

• 

  Bank of the Philippine Islands

  Sept 1998 - Jan 2009

  • Overall in-charge of the Branch Operations; Marketing; and Administrative functions. • Maintain a client-based portfolio and give financial and investment advices and recommendations both for existing and walk-in clients.• Achieve and increase branch deposit level and client base.• Achieve and increase bank income through deposit interests and fee-based products and services and limit operation expenses• Perform Market Research and Analysis to develop effective approaches in product presentation; investment advises; and credit evaluation.• Monitor client’s portfolio and offer product and services that fits their investment, personal and business needs.• Sell / Market Mortgage; Auto; and Business loans as well as tie-up Insurance products and credit cards• Cross-sell new and existing bank products and services. • Cross-sell bank’s alternative channels• Manage all personnel in the branch as well as branch relation among the department and units within the bank. Show less • Accountable for the operational and fiscal activities of the branch that includes cashiering and account maintenance. • Act as the Main Cash Vault Custodian and Head Cashier • Act as the Main ATM Custodian• Assist the Branch Manager in achieving and increasing client base and deposit level.• Directly supervises the tellering section of the branch.• Support branch’s sales objectives through quality service and effective cross-selling of bank products and services.• Acts as the Universal Checker for the branch.• Manage branch general ledgers and trial balances.• Maintain account retention through fast, effective, and efficient service.• Act as the overall Branch Security Officer Show less Perform and serve as a maker of various branch operations functions that includes tellering; account opening and maintenance; foreign transactions; sundries; miscellaneous transactions; and selling. RESPONSIBILITIES :• Delivers high quality service to all customers who transact in the branch.• Accept and process cash and checks for deposit; withdrawal; and payment of various application of clients through the branch on-line deposit systems. • Verify and ensure validity of all transactions processed through signature verification; confirmation; probing questions; and account profile verification.• Entertains, interviews and evaluates potential of walk-in prospects following account acceptance criteria.• Ensure all documents and identifications presented by clients are complete and in-order.• Facilitate and encode account opening and account maintenance procedures in the deposit system accordance with the bank policy.• Contact clients, gets disposition and process Peso and Dollar Time Deposit placements and maturities.• Prepares Bank Certification of Deposits requested by clients.• Process ATM Card and other account materials applications and updates.• Prepares pertinent reports related to his duties and responsibilities.• Cross-sell to all customers and obtain referrals to add to branch customer base. Show less

  • Branch Manager

    Feb 2007 - Jan 2009

  • Branch Service Officer

    Jun 2004 - Feb 2007

  • Officership Training Program / Management Trainee

    Nov 2003 - Jun 2004

  • Branch Banking Service Representative

    Sept 1998 - Nov 2003
• 

  Mashreq Bank

  Apr 2009 - Mar 2015

  Branch Operations Supervisor

  • Manages branch fiscal operations including cash transactions, teller activities, remittances, bank security items and accounting of branch maintained General Ledgers • Act as branch main custodian for Cash Safe and ATMs.• Supervises in assuring that the branch is operating in accordance with policies and procedures set by the bank. Accountable for both the internal and external audits and reviews for the branch. Acted as the main Problem-solver in the Cash Area.• Performs administrative functions within cash area that includes teller trainings, coaching and work schedules. • Plans, designs and implements strategy to achieve goals in selling and referral of bank products and services that includes deposits, investments, loans and insurances. Ensures that efficient customer service to be rendered by the branch at all times. Show less

• 

  Shaw Communications

  Jul 2015 - Aug 2015

  Technical Service Representative

  Handled customer service requirements that involves technical aspects of Shaw services.

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  Assiniboine Credit Union

  Aug 2015 - Feb 2018

  Member Service Representative
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  Assiniboine Credit Union

  Sept 2019 - Apr 2023

  Financial Account Manager

  Build and retain member relationships through offering and selling a broad range of financial products as well as working with other team members and specialists within the credit union.

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  Westoba Credit Union

  Jan 2022 - Sept 2023

  Financial Consultant

  Has a client-service mindset and natural problem-solving skills with a responsibility to help individuals and families achieve their goals by assisting with everyday banking, credit, and investment needs. Committed to deliver each memorable client experience by using expertise in financial planning.

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  Sept 2023 - now

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• 

  Belgian-Alliance Credit Union

  Sept 2023 - Sept 2023

  Branch Manager