Profile Title
Virtual Assistant
In 1000 Metro Manila, PhilippinesAbout Me
Dedicated and detail-oriented Account Officer with 6 years of experience in banking and financial services. Skilled in managing client accounts, processing transactions, and providing tailored financial solutions to meet individual and business needs. Proven ability to build and maintain strong client relationships while ensuring compliance with regulatory requirements and internal policies. Strong expertise in credit analysis, account management, and financial reporting. Exceptional communication and problem-solving skills, with a commitment to delivering excellent customer service and contributing to the bank’s overall success and growth.
Work Experience:
2016–2022: 1st Valley Bank – Account Officer
- Conducted product orientation.
- Conducted weekly and monthly meetings.
- Managed daily banking operations, including processing transactions, handling customer inquiries, and resolving account discrepancies, ensuring a high level of customer satisfaction.
- Assisted clients with account management.
- Accessed customer credit reports to assess credit history, credit score, and existing debts.
- Identified red flags, such as late payments, defaults, or high levels of existing debt.
- Calculated the customer’s Debt-to-Income (DTI) ratio.
- Processed and verified financial documents.
- Developed strong client relationships.
- Trained and mentored new employees.
- Collaborated with the branch manager to identify sales opportunities.
Awards and Achievements:
- 2017–2018: 1st Valley Bank – Bankwide Top Performing Account Officer
- December 2018: Employee of the Year
2010–2015: Desmark Corporation – Credit Investigator and Collector
- Conducted thorough investigations into credit histories of loan applicants.
- Evaluated and verified employment, income, and references.
- Managed a portfolio of delinquent accounts.
- Negotiated payment plans with clients.
- Collaborated with legal teams to initiate legal actions against non-compliant debtors.
- Maintained detailed records of all investigative and collection activities.
- Provided regular reports to management on accounts, collections, and risks, contributing to data-driven decision-making processes.
Education:
- Bachelor of Science in Business Administration
June 2005 - April 2009
Bukidnon State University
Skills:
- Graphic Design
- Social Media Marketing
- Facebook Ads Management
- Copywriting
- Content Creation
- Email Management
- Computer Literacy
- Banking Operation
- Marketing Skills
- Excellent Customer Service Skills
- Communication Skills
- Credit and Collection
- Customer Relationship Management
Language:
- English
- Filipino
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