Relationship Officer
MASHREQ
Total years of experience :16 years, 4 Months
Company: BPI Family Savings Bank 2008-2014
Position: Service Associate
• Process cash and check deposits, payments transactions for all bank products and services and ensure that all documents are in order.
• Entertain and immediately act upon all customers' needs and complaints.
• Ensure validity and completeness of debit/credit memos.
• Post all online transactions and accommodate transaction updating.
• Process account opening and enrollments
• Process time deposit booking and maturities
• Process investment booking and redemption
• File Maintenance
• Process auxiliary transactions such as purchase and sale of foreign exchange, sale of manager's check and demand draft.
• Process fund transfer
• Cash custodian; ensure the security of cash
Nature of Business: Banking (Consumer Banking)
Trainings/Seminars: Teller's Certification Program
Low Counter Certification Program
Signature Verification
Counterfeit Detection
Relationship Management Certification Program
High Impact Selling
Handling Telephone Sales
Personal Effectiveness
UITF Certification
Anti Money Laundering Act
BPI Service Plus
Basic GL and Accounting
TERTIARY Pamantasan ng Lungsod ng Muntinlupa College of Business Administration Financial Management (2008)
SECONDARY San Roque Catholic School Alabang, Muntinlupa City (2003)