Business Manager
Bank of the Philippine Islands
Total years of experience :17 years, 0 Months
Business Manager, BPI Alabang Civic Place Branch - February 2013 to December 2014
• directly supervises tellers and service associates of the branch
• performs designated custodianship functions
• approves internal documents and electronic transactions within authority limits
• approves external documents which include among others but not limited to Manager's Checks, Demand Drafts, Time Certificate of Deposits and Telegraphic Transfers
• approves account openings
• ensures acceptable audit rating in the branch
• ensures clean book of records
• handles complaints and problem resolution
• manages lobby traffic at all times
• monitors required monthly proof and verification compliance
• open/close the branch together with assigned Security Guard
• reviews incoming pouch/mails/documents from Head Office, Processing Centers, etc.
• reviews outgoing clearing checks before sending for clearing
• daily review of General Ledger balances and ensure that branch account differences are reconciled
• ensures safekeeping of dormant accounts signature cards and reports inside vault under joint custody
• guarantees compliance to Internal / External Audit / Legal & Regulatory Compliance including required reporting
• manages cash-in-vault level of branch
• perforate obsolete accountable forms
• send employee to basic service-related training for competency and/or modular certification programs for career advancement
• implements effective coaching, Service and Sales Clinics and training / workshop to develop employees' full potential
• promotes and develops teamwork in the branch
• recommends promotions and permanency of staff in accordance with company policies and programs
• approves and implements schedules of branch vacation leave without service disruption
• on-time payment of Local Government taxes and licenses
• monitors performance of guards, janitors and messengers
• manpower management (job rotation, leave schedules)
• expense management
• Furnitures, Fixtures and Equipment management / Record Management / Housekeeping / Security
• manages and grow branch deposit volume
• achieve targets in in-house Sales Process
BANK OF THE PHILIPPINE ISLANDS (BPI) - July 1998 to December 2014
Supervise the daily operation and sales performance of the branch. Monitors the operation if compliant to the Bank's policies and procedures as well the achievement of sales targets based on key indicators set by the management.
• BPI Service Plus, 2013
Business Manager, BPI Alabang Hills Branch - January 2011 to January 2013
Business Manager, BPI Sucat Virramall Branch - July 2009 to Dec 2010
BPI OTP (Officership Training Program) Trainee - May 2008 to Nov. 2008, BPI Head Office, Makati City, Philippines
Senior Service Associate - Feb. 2006 to May 2008, BPI Alabang South Branch
• approves/checks Savings Account openings
• co-signatory within approval limits
• handles Peso Time Deposit and other investments
• co-custodian of cash-in-vault, ATM and all accountable forms
• handles customers' inquiries
Teller - Nov. 2005 to Feb. 2006, BPI Muntinlupa Alabang Branch
• alternate co-custodian of cash-in-vault, ATM and accountable forms
• customer service associate
• receives cash and check deposits
• validates payments for merchants with Special Banking Arrangement
• entertains customers' inquiries
• balancing of cash
Service Associate - Aug. 2005 to Nov. 2005
• bank teller
• co-custodian of cash in-vault and all accountable forms
• co-custodian of branch's Automated Teller Machine deposits
• customer service representative
• handles foreign transactions: purchase and sale of foreign currencies, processing of incoming and outgoing telegraphic transfers
• dormant accounts monitoring
• monitors discrepancies in the General Ledger
• universal reliever for all the sections in the branch: Tellering, New Accounts, Foreign transactions, Bookkeeping and Time Deposits Sections
Bookkeeper - Year 2004 to 2005
• balancing and uploading of Debit and Credit Memos
• handles Bills Purchased transactions
• monitors returned and out-of-town checks
• assigned to monitor expenses of the Branch
• acts as co-custodian of cash in vault and accountable forms
• handles Stop Payment Order and earmarking of accounts
Foreign Transactions Clerk - Year 2003 to 2004
• opens US Dollar Time Deposits and all kinds of US Dollar and other currencies Savings Accounts
• monitors maturities and renewals of all US Dollar and other currencies Time Deposits
• prepares managers/cashiers checks
• in-charge with all incoming and outgoing telegraphic transfers
• processes requests for Demand Drafts
• facilitates and processes FOREX and Treasury transactions
• handles over-the-counter purchase and sale of US Dollar
• handles purchase, encashment and deposits of Traveler's Cheques
• in-charge with payment of outward bills for collections
• monitors US Dollar check deposits
• assigned to conduct surprise counting of all accountable forms, ATM cards and cash in each teller's PICO box
Teller - Year 2001 to 2002
• receives cash, on-us checks, local checks for deposit
• validates debit and credit memos
• prepares cash book
• receives cash and checks as payments for accounts with collection arrangements with the bank
• receives all foreign transactions on a rotation basis
• balancing of cash
• entertains customers' inquiries
Peso Time Deposit Clerk - Year 2000 to 2001
• opens Peso Time Deposit Accounts and Gold Passbook Accounts
• monitors maturities of all time deposits
• confirms rates of Time Deposits
• supervises Safety Deposit Boxes
• coordinates with Private Banking Units (PBU) for some PBU clients
• monitors A/P doc stamps
• in-charge with documentary stamps payment and reporting to the Bureau of Internal Revenue (BIR)
• involved with printing of all job reports
• substitute to foreign currency transactions clerk
• monitors returned mail of Time Deposit Auto Renew
• balances interest expense manual of Time Deposit and Savings Accounts vs. General Ledger
• assigned with the processing of other investments like Premium Funds & Treasury Bills
New Accounts Clerk - Year 1998 to 2000
• opens all types of Savings and Current Accounts
• encodes creation of Automated Teller Machine (ATM) cards
• releases ATM cards for new accounts and captured cards in the ATM
• handles encoding of Personal Identification Number (PIN) of ATM cards
• controls re-ordering and releasing of checkbooks
• entertains customer complaints such as short/undispensed ATM withdrawals
• in-charge with client passbook replacement
• prepares and accounts for Social Security System (SSS) payment receipts
• facilitates Express Phone and Express Payment Facility enrollment
• assigned to monitor and purchase office supplies including accountable and non-accountable forms
Special Awards
• Passed the BPI Officership Training Program (OTP), Year 2008
• Perfect Attendance Awardee, Year 2007
• Passed the BPI Risk Awareness and Control Appreciation Proficiency Examination, May 2006
• Perfect Attendance Awardee, Year 2005
• Passed the BPI Job Level B Proficiency Examination
• Exemplary Attendance Awardee, Year 2004
• Exemplary Attendance Awardee, Year 2002
• Perfect Attendance Awardee, Year 2000
Seminars Attended
• BPI Frontliner's Development Program, August 20-31, 1998, Makati City
• Certified BPI's - Customer Relationship Management User
• Total Quality Team Seminar
• Mobile Banking, October 2003, Makati City
• Signature Verification & Counterfeit Detection Seminar, Jan. 2005
• Anti-Money Laundering Seminar, May 2005, Sucat, Paranaque
• Delightful Customers Seminar, October 2005, Sucat, Paranaque
• Risk Awareness and Control Appreciation Seminar, May 2006
• Operations Control and Fraud Prevention, October 2008
• Officership Training Program, May 2008
• High Impact Salesmanship Seminar, 2009
• Unit Investment and Trust Fund Certification Program, 2009
• Yuan Currency Training, 2010
• Supervisory Development Course, 2010
• Performance Alignment Training, 2011
• Security Awareness Seminar, 2012
• AMLA Training, 2013
Consistent STFAP scholar of the state university, University of the Philippines, the number one university in the Philippines. Completed the thesis paper required for graduation.
1992 - 1998 Bachelor of Science in Agricultural Economics, Major in Marketing and Prices University of the Philippines at Los Baños, Philippines Member, U.P. Alliance of Economics and Management Students (UP AEMS)
1988 - 1992 High School Degree Laguna College, San Pablo City, Laguna, Philippines Consistent Honor Student
Member, Laguna College Honor Society Member, Math Club Member, English Communication Arts Club (ECOMAC) Member, Girl Scouts of the Philippines 1982 - 1988 Elementary,
Del Remedio Central School, San Pablo City, Laguna, Philippines Batch Valedictorian, AY 1987-88