Demi May M. Llorca

Hi there,

First of all, I would like to greet you a wonderful day and thank you for the time spent in viewing my profile.

I'm a professional with over 12 years of experience in the banking industry. My expertise lies in areas such as handling new accounts, bank teller and other bank related and clerical works.

To elaborate more about my work experiences, I have listed them below in bullet points. Please have a look and I hope you'll like it :)

Bank teller at One Network Bank

June 15 2012 - June 15 2013

• Processing Transactions: Handling various financial transactions for customers, including cash deposits, withdrawals, transfers, and check cashing. This also involves validating the authenticity of the transaction and ensuring all paperwork is filled out correctly.

• Balancing Cash Drawers: Ensuring that the cash drawer is accurately balanced at the start and end of their shift. This includes counting the cash in the drawer and reconciling it with transactions made during the day.

New Account Specialist at One Network Bank

June 16 2013 - August 20 2022

• Customer Consultation: Meeting with potential clients to understand their banking and financial needs. This involves asking insightful questions to recommend the most suitable types of accounts and services.

• Account Opening: Assisting customers in the process of opening new accounts, which may include checking, savings, certificates of deposit, and even investment accounts, depending on the institution's offerings.

• Documentation and Processing: Collecting required documentation from clients, such as identification and proof of address, and accurately processing this information in the bank's system to set up new accounts.

• Cross-Selling: Identifying opportunities to cross-sell other financial products and services based on the customer's profile and needs, such as loans, credit cards, or investment services.

• Reporting and Administration: Maintaining accurate records of account openings, client interactions, and transactions in accordance with bank policies and regulatory requirements.

Marketing Assistant at BDO Network Bank

August 22, 2016 - present

• Inventory and Supply Management: Monitoring inventory levels, ordering supplies, and managing vendor relations to ensure the business has all the necessary items for operation.

• Customer Relationship Management (CRM): Supporting CRM efforts by updating customer databases, segmenting customer lists for targeted marketing initiatives, and assisting in managing communication with customers.

• Compliance and Brand Consistency: Ensuring all marketing materials and activities comply with regulatory standards and align with the bank's brand guidelines to maintain a consistent brand image.

• Assisting the Branch Manager: Conducting market research to identify target customers, understand their needs and analyze competitors. 

During the course of my career, i have gained a thorough understanding of financial, marketing and Accounting transactions and have also been effective in diligence simplifies complexity.