AILA DANIELA RUEDAS
- |-| Santa Rosa, Laguna
Professional Summary
Hardworking and detail-oriented professional with 6 years of experience in the banking and
finance industry, specializing in branch operations, financial reporting, and customer service.
Recently completed Virtual Assistant trainings in QuickBooks, Social Media Marketing, and Real
Estate VA tasks. Skilled in both traditional banking functions and modern virtual support
services, bringing a unique combination of financial accuracy, administrative expertise, and
digital skills.
Skills
- Banking Operations & Compliance (Teller Functions, Account Processing, Loan Reconciliation)
- Customer Service & Client Relations
- Financial Reporting & Analysis
- Sales & Cross-Selling of Bank Products (Deposits, Investments,
Insurance) - Virtual Assistant & Administrative Support
- QuickBooks Online | Bookkeeping | Bank Reconciliation
- Social Media Marketing (Content Creation, SEO, Facebook Ads, WordPress) Real Estate VA Skills (Lead Generation, CRM Management, Appointment Setting) MS Office (Word, Excel, PowerPoint) | Google Workspace
- Time Management, Multitasking & High Attention to Detail
Certifications & Trainings
- QuickBooks Online Advance Training – Freelance Academy (Sept 2025)
- Virtual Assistant – Social Media Marketing Course – Freelance Academy (Sept 2025)
- Real Estate Virtual Assistant Training – Freelance Academy (2025)
- Workshop: “What’s Next? A Preparation for Interview and How to Ace Your Interview” –
Freelance Academy (Sept 2025)
Work Experience
Philippine National Bank | Sales and Service Associate – New Accounts
Sep 2022 – Present
- Processed and opened new accounts while ensuring compliance with regulatory
requirements. - Advised clients on financial products tailored to their goals.
- Achieved monthly production targets for investments and insurance.
- Delivered excellent customer service by resolving client concerns.
Suy Sing Commercial Corporation | Treasury Specialist
Nov 2021 – Sep 2022
- Processed accounts payable and prepaid invoices.
- Maintained accurate financial records and documentation.
- Implemented security measures for cash and confidential files.
United Coconut Planters Bank | Service Associate
Oct 2019 – Nov 2021
- Handled over-the-counter transactions (deposits, withdrawals, bills payment).
- Logged manager’s checks, reconciled loan coupons, and prepared reports. Promoted bank products and assisted clients with inquiries.
Aventus Medical Care Inc. | Treasury Staff Intern
Feb 2019 – May 2019
- Assisted in voucher processing and daily transaction monitoring.
- Supported clerical treasury functions and filing.
Education
Philippine Christian University
Bachelor of Science in Business Administration – Major in Finance
2016 – 2019
