Global Credit Card Program Administrator
Granite Services Inc
Total years of experience :26 years, 4 Months
Handle corporate accounts in Granite Services - tie up with American Express Credit Card.
•Handle Corporate Accounts (AMERICAN EXPRESS CREDIT CARD) of company's employees placed locally and internationally. Handle 50 countries globally.
•Handle email correspondences from employees relating to their credit cards (e.g. customer service issues, issuance and card renewals, complaints and requests.)
•Coordinate with Tampa Head Office (Florida, USA) regarding issuance, card replacements and renewal and status of card delivery.
•Conducts training and orientation to our newly mobilized employees regarding in how to create Expense report and policies and procedures of credit card (AMEX) as well as support employees and managers with online training sessions
and other one on one trainings
•Handle auditing of employees' credit card transactions that already aged more than 30 days to avoid account to write off - US Audit
•Create aging reports and communicate with senior and mid
management.
Handle financial planning services to existing clients of BDO. Focused primarily on life insurance.
•Handle gathering quality leads, asking for appointments from the said leads for sales presentation; presenting the features and benefits of each product, depending on the financial priority and finally, closing a sale.
BPI Cards
Backroom
•Evaluates and recommends waiver of all possible charges of credit card in a given turn around time.
•Improves various existing policies, procedures and forms through continuous process review and evaluation.
•Handles general complaints and customer service related requests and complaints.
•Handles email correspondences of customer service related complaints and requests from branches covering from NCR to provincial branch desk.
•Verifies/validates processing of Multi-Purpose Loan of rank and file BPI employees.
BPI Cards
Loyalty Rewards Program
•Handles negotiations and selection for participating merchants to include in the program.
•Issues memorandum of agreement for selected merchants
•Coordinates with couriers (Metro Manila and Provincial area) for close monitoring the turn around time of delivery is strictly followed.
•Coordinates with the suppliers for if deliverables are strictly being carried out in a given turn around time.
•Issues voucher for bills payment for suppliers and merchandisers.
•Accommodates walk-in clients for items for pick up redemption.
•Accommodates requests thru phone banking (89100) for item redemption.
BPI Cards
•Accommodates walk in clients, handles various types of customer's requests, queries and complaints.
•Handles over the counter transactions with difficult clients who were not successfully served.
•Assists cardholder's complaints in finding resolution to account related problems.
Branch Desk (phonebanker)
Customer Service Department -BPI Cards
•Backs up branches from Metro Manila and Provincial areas in handling client's queries, requests and complaints.
•Assists staff in the resolution of complex cases.
•Prepares necessary forms to instruct Adjustment Unit to perform financial adjustment.
Answers calls to the Call Center and performs (a) appropriate system inquiries to respond to the caller; (b) system maintenance to handle customer requests for change of customer records including cancellations; (c) referral of complaint to other Credit Cards Sections; and (d) prepares forms for necessary financial adjustment.
•Ensures adherence of spiels in replying to different cardholders' queries and requests.
•Contributes to the achievement of set Telephone service Standards which include Call Abandonment rate, speed of answer and talk time.
•As the Call Center Unit operates on a 24-hour shift rotation, the Call Center Agent is expected to comply with the assigned shift schedule. Strict attendance and punctuality are mandatory.
FAREAST CARD
Far East Bank and Trust Company
•Collection (through call outs) of all existing cardholders with 3-6 months past due account (accounts for legal endorsement).
•Handles accounts with disputes, reconciles and arranges compromised settlement to defer legal endorsement.
•Endorses reinstatement of account for approval of required authorities.
Retail Banking Group - Loans Documentation Dept
Far East Bank and Trust Company
•Tasks to handle all inquiries and follow ups of status of accounts being documented from different branches and business centers.
•Receives, transmits and endorses accounts for documentation.
•Safe keeps original documents with confidentiality being endorsed prior documentation.
•Monitors proper filing of documents (e.g. titles, REM, sec cert. and encoded notarized documents endorsed by different branches and business centers for easy retrieval.
Provides service to depositors by accepting dollar/peso account; bills payment (utilities, insurance); to balance daily transaction encoded in the branch to determine overage or shortage of the branch.
, Major in