Senior Customer Service Assistant
Metropolitan bank and Trust Company
Total years of experience :11 years, 2 Months
I started as a Customer Sevice Representative Teller in this company. As a teller, I accepted and transacted client transactions such as deposits, withdrawals, encashments, bills payments and other transactions involving cash in and cash out from the bank.
After which, I was assigned as the sole CSR for the Trust Banking division of the bank wherein I was tasked to do all the transactions of the sa department bankwide. These transactions involved monitoring of time deposit accounts of the Trust clients, process the Time deposit account opening and termination of such, acceptance of checks for investments of various clients and opening of settlement accounts for the clients of the department.
In 2011, I was trained to handle the private banking and investments where I was tasked to be the private teller of the large corporate and retail clients of the branch. I also handled the monitoring of the Special Deposit accounts. This involves informing of their maturities and relaying their dispositions to the concerned department. Persons who are assigned to handle this task should manage their time very well since dispositions for such accounts have an early cut off time.
Lastly, I was assigned in the New accounts section where we handled the account opening of walk in, corporate and company payroll accounts. I also process telegraphic transfers, Unit Investment Trust Fund, time deposit account monitoring for regular bank clients, atm card replacements, enrollment to e-channels and uploading of payroll credits. In the New Accounts section, we are requires to cross sell bank products such as Consumer Loans, Insurances and Credit cards. This is where I was awarded as the Region's Finest Employees for two consecutive years wherein I was able to generate multiple clients and turn them into complete customers of the bank.
It is also in this position that I learned proper documentation, record keeping and reading corporate documents.