Administrative Assistant
American British Surgical and Medical Centre
Total years of experience :5 years, 1 Months
Reporting directly to the manager and providing direct support to the Surgeon and patients
for assigned primary and/or specialty care. Major duties include but are not limited to: acting
as a liaison for the patients and Surgeon in the practice.
* Build lasting relationships with patients by contacting them to follow up on visits to suggest
new or alternative treatments.
* Assisting patients in accessing service within the health system, facilitating communication
with referring physicians, referring patients to appropriate resources and providing follow-up
through telephone, and to provide patient’s request in terms of all documentations.
(Example: All the Medical reports, Sick Leave certificate, Insurance Claims)
* Greet the patient who is coming at the Centre for a Consultation, Surgery and Follow up.
* Preparing the file accordingly and updating old files.(Opening new files in the system and
for paper works)
* Coordinate or Endorse the patient to the Surgeon and the Nurse
* Responsible to collect the consultation fee if there is any, and prepare the receipt.
* Receiving new patient inquiries over the phone and transferring to the Patient Coordinator.
Customer Relationship Specialist
Bank of the Philippine Islands
February 2018 - 2019
Bank of the Philippine Islands is the first bank in the Philippines and in the Southeast Asian region. BPI
is a universal bank and together with its subsidiaries and affiliates, it offers a wide range of financial products
and solutions that serve both retail and corporate clients.
BPI's services include consumer banking and lending, asset management, insurance, securities
brokerage and distribution, foreign exchange, leasing, and corporate and investment banking.
Duties and Responsibilities
* Handles all branch call outs to clients informing them of bank promos regarding credit cards,
personal loans, home loans, & auto loans.
* Processes clients filled up forms via email or for pouching to respective departments.
* Determines client’s needs in order to suggest the best product suitable to reach maximum
client’s satisfaction.
* Engaging customers by keeping their best interest in mind and exceeding their expectations.
* Appeals to various customer bases and sell products, including by telephone or face-to-face.
* Promotes bank services and sells it quickly and efficiently.
* Look into the complaints made by the customers as they help in improving the overall product.
* Meet the sales target set by the company.
* Develop strong and trusted relationship with customers through timely and accurate
communications.
* Manages high volume of customer calls to ensure excellent customer service and satisfaction.
Customer Service Representative
Bank of the Philippine Islands
August 2017 - 2018
Duties and Responsibilities
* Assist customers with routine account-related requests such as: funds transfers, automatic
funds transfers, stop payments, inquiries about bank deposit products and online banking,
inquiries about ATM and debit card usage and limits, inquiries about checking and savings
accounts transactions, inquiries about funds availability, and check verification requests by third
parties.
* Research and resolve customer problems, acting as the customer liaison between other bank
departments when necessary.
* Inform customers of procedures applying for services such as ATM cards, direct deposit of
checks, and certificates of deposit credit cards and other bank products.
* Updates customer’s vital information to ensure that their data in the bank’s system is up to
date.
* Transacts telegraphic transfer, foreign currency exchange (buying and selling), demand draft,
manager’s check.
* Suggests and introduce new bank products and its features to clients.
* Interviews client for account opening making sure that all necessary requirements are met.
* Responsible for handling customer complaints, queries and verification of the authenticity of
clients documents.
* Checks emails for monitoring of documents for implementation.
* Files all documents at the end of the day.
Bank Teller
Bank of the Philippine Islands
July 2014 - 2017
Duties and Responsibilities
* Responsible for handling customer financial transactions like deposits, withdrawals, transfers,
money orders, and checking.
* Reconciles cash drawer by proving cash transactions; counting and packaging currency and
coins.
* Turning in excess cash and mutilated currency to officers & maintains supply of cash and
currency.
* Maintains customer confidence and protects bank operations by keeping information
confidential.
* Auditing other tellers' currency.
On the Job Trainee
Davao City Chamber of Commerce and Industry
July 1, 2013- August 30, 2013
An active and dynamic business organization in the city of Davao founded on February 15, 1968 by a
group of local business leaders. Today, the organization had 61 pioneer members from the ranks of
the city’s leading businessmen, traders, industrialists and agriculturists.
Duties and responsibilities
* Ushered in their biggest 2013 event the “Mindanao Business Conference” (MINBIZCON).
* Helped in assembling press kits for the MINBIZCON event.
* Responsible for monitoring relevant media coverage.
* Handled telephone calls from clients.
* Researched media outlets for press coverage.
* Observed in developing communication strategies.
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