Administration Officer
Younes Bros.
Total des années d'expérience :20 years, 6 Mois
o Performs administrative works for the General Manager
o Act as the right hand of operations in the absence of the General Manager
o Prepare quotations for the sales, repair & maintenance of generators to the clients
o Monitor the inventory of the generators and spare parts in the ware house
o Monitor and follow up quotations sent to clients
o Monitor and schedule the daily schedule of the technicians
o Monitor a preventive maintenance schedule for the generators of existing clients
o Maintain organized filing system for all transaction documents for each clients
o Prepare business documents like proforma invoice, purchase order, warranty, delivery note
o Prepare marketing materials such as material submittals, brochures, company profile, etc.
o Monitor and do the inventory of the spare parts of the company stock room
o Act as Sales Coordinator by making cold calls, emailing company introduction to potential clients and attending to walk-in clients in our warehouse
o Assists in the Accounting Department by following up pending payments, providing documents required by the accountant for accounting purposes & relieving the accountant in the event that she is on leave
o Assist in the collection of cheque payments in the absence of the Public Relations Officer
o Assist in the hiring process by posting job vacancies, selecting the qualified candidate for interview and scheduling interview with our General Manager
❖ Philippine National Bank
➢ Administrative Assistant (2011-2013)
o Performs secretarial works for the Area Head
o Assign reliever to branches' Sales & Service Associates who are on official leave, on training or out on official business trips.
o Reviews and ensures that scheduled vacation leaves of branches' service personnel do not overlap.
o Monitors and follows-up required reports/other requirements from branches
o Performs administrative functions for the area head office, viz:
* prepare reports, i.e. monthly attendance, etc.
* monitors leave of absences and leave credits of personnel
* requests for office supplies and controls/tracks down consumption
* maintains organized filing system for all documents including confidential files
* handles the incoming & outgoing mails & other official communications of the area head office
* assists in the preparation of budget
* monitors the overhead expenses of regional office and branches
* schedules applicant interviews with the area head
* prepares hiring documents & other requirements needed by HR in processing of applicant's employment hired by the area head office
* follow up with the applicant & the HR Dept. for the status of their employment
* Prepare & arrange area meetings as well as training & seminars conducted by the area head office
o Performs other duties that may be assigned from time to time
➢ Reserve Sales & Service Associate (2010-2011)
o Assigned as a reliever to branches' tellers, new accounts & time deposit processors who are on official leave, on training or out on official business trips.
o Performs all the duties & responsibilities of the employee relieving
o Temporarily fills up the vacant position in the branches
o Assigned to relieve branch personnel on leave/temporarily fill up vacancy in 14 branches covered by our area
o Reports to area office, assists area personnel in their work while waiting for the designation assignment of the area head
➢ Time Deposit Processor (2009-2010)
o Interviews clients on their financial needs; offers appropriate time deposit product & secures requirements from the client in the opening of their TD account.
o Processes opening of new time deposit account
o Files a ledger for each time deposit accounts maintained in the branch for record purposes
o Monitors maturity of time deposits & processes payment of interest and/or renewal/roll-over.
o Requests for a higher rate in the Treasury Dept. for time deposit negotiated accounts
o Processes closing of time deposit accounts
➢ New Accounts Officer (2008-2009)
o Interviews clients on their financial needs; offers appropriate product or service and secures requirements from the client in the opening of accounts.
o Cross sells bank products such as credit cards, car loan, housing loans, multi-purpose loan and the likes
o Processes opening of new account (savings & checking account)
o Prints document and secure client's signature.
o Refers documents to the cashier or supervising offer for review/approval.
o Monitors and follows up until submitted, documentary deficiencies of accounts opened.
o Updates Customer Information Form of existing clients.
o Processes the sale of manager's check, telegraphic transfer, demand draft & Travel Funds such as Foreign Currency Notes and Travelers' Checks and secures officer's approval.
o Processes requests for Bank Certifications, Bank Statements, ATM card replacements and Lost Passbook replacements.
o Maintains/keeps track of check series for re-ordered and new account checkbooks.
o Sends/dispatches "Thank You" letters to new account holders.
o Updates and replaces filled passbooks.
o Ensures proper dispatch/distribution of mails/pouches.
o Processes payment of fund transfers (remittance)
o Processes closing of savings/checking accounts.
o Prepares weekly checkbook requisition and forwards to area head office for area consolidation
o Attends to customer inquiries, requests and suggestions, making sure that these are immediately addressed/ resolved to the client's satisfaction; refers/elevates complaints to the supervising officer for appropriate action, if necessary.
o Ensures proper upkeep of assigned work area and equipment.
o Performs other duties that may be assigned from time to time.
➢ Teller (2004-2008)
o Accepts deposits and bill payments/collections in favor of beneficiaries of collection arrangements.
o Verifies technicalities of checks deposited/encashed and ensures accuracy and genuineness of cash received or paid.
o Verifies signature of clients on withdrawal slip and check encashments.
o Establishes identity of person (s) making withdrawals or encashments and requires clients to sign in the acknowledgement portion of the withdrawal slip. Ensures that deposit/withdrawal slips are properly filled-up as to account number, account name, date, amount and signature of client.
o Validates original source document for over-the-counter transactions and ensures that they are posted correctly to their respective accounts.
o Ensures that all checks received during the day have the required bank endorsements stamped at the back thereof.
o Verifies/validates deposits retrieved from the ATM.
o Assists in payroll preparation for clients with payroll servicing agreements.
o Performs deposit pick-up and/or accompanies cash shipments (via armored or service car) and ensures proper verification, acknowledgement and recording of amounts received or shipped.
o Submits transaction receipts for Miscellaneous Cash In/Cash Out to the supervising officer for review.
o Makes cash requisitions based on anticipated cash requirements for the day and transfers/delivers cash for safekeeping of the SSO at the end of the day or as soon as there is excess available cash vs. authorized limit.
o Verifies picos box contents and cash received from/paid out to clients.
o Balances Teller's Totals at the end of the day against source documents and submits to the supervising officer for review/approval.
o Responsible for ATM operations and control, including proper maintenance & upkeep of ATM vestibule, availability of forms/supplies, preparation of ATM cash proof and submission of reports.
o Performs batching, microfilming and dispatch of checks for clearing.
o Performs balancing of all branch transactions including general ledger balances at the end of the day.
o Prepares required branch reports on a timely basis.
❖ Bank of the Philippine Islands
➢ Marketing Associate (2003)
o Assist in the marketing production of the branch by working hand in hand w/ the marketing officer in offering bank products such as debit card, credit card, savings account, checking account, car loan & housing loan
o Assist with the planning or execution of marketing activities
o Providing assistance to marketing officers in performing their functions as well as in handling customers' feedback and other planning work
o Conducting measures to collect market data
o Helping with the preparation of reports & meeting monthly marketing target
o Answering inquiries, mails and other correspondences
o Preparing marketing materials such as promotional materials, brochures, flyers and others and incorporating them in the schedule
❖ Tertiary Level / Collegiate San Sebastian College Recoletos- Manila Bachelor of Science in Commerce-Management Year: 2001-2003
Polytechnic University of the Philippines Associate in Business Administration-Management Year: 1999-2001
❖ Secondary Level / High School Juan Sumulong Memorial Junior College Year: 1995-1999
❖ Intermediate Level / Elementary Taytay Elementary School Year: 1989-1995