CUSTOMER SERVICE | FINANCI AL ADVISOR
Janelle Laguna,
MBA
PROFESSIONAL SUMMARY
Results-driven customer service professional with over 8
years of BPO experience resolving client issues,
increasing satisfaction, and supporting high-volume
teams. Known for adaptability, empathy, and
exceeding KPIs in fast-paced environments. Licensed
Financial Advisor with expertise in financial planning
and customer education.
EDUCATION
EXPERIENCE
MASTERS IN BUSINESS ADMINISTRATION
CUSTOMER SOLUTIONS OFFICER
Central Colleges of the Philippines-
BSBA IN FINANCIAL ACCOUNTING
The University of Manila-
Citigroup Business Process Solutions | BGC, Taguig City
|-
SKILLS
Conflict Resolution & Communication
Task Management & Prioritization
Empathy & Active Listening
Customer Service
Administrative Support
Proficiency in Google Workspace
Proficiency in Microsoft Office
Delivered world-class service excellence to
Citi’s global clients through both phone and
digital banking support.
Handled a wide range of customer inquiries,
including billing disputes, credit, collections,
retentions, mortgage, fraud, telesales, rewards
programs, and account fulfillment.
Responded to inbound and outbound calls
efficiently, ensuring adherence to
departmental service-level agreements (SLAs).
Managed an average of 80+ customer
inquiries daily while maintaining a 98%
resolution rate and reducing call escalations by
15%.
Identified client needs and delivered tailored
solutions, ensuring an exceptional customer
experience and long-term client retention.
Maintained compliance with regulatory
requirements and internal policies while
safeguarding client data and company
reputation.
TOOLS
LICENSED FINANCIAL ADVISOR
Sunlife of Canada (Philippines) | BGC, Taguig City |-
Provided trusted financial advice, helping
clients mitigate risk and secure appropriate
protection plans.
Delivered personalized, ongoing investment
and retirement planning strategies, fostering
long-term client relationships.
Educated clients on complex financial
products in clear, fluent English, improving
client understanding and decision-making.
Maintained accurate records of client
interactions, proposals, and transactions to
ensure compliance and seamless service
delivery.
CUSTOMER SERVICE REP RESENTATIVE
Alorica Teleservices | Quezon City |-
Diagnosed and resolved 50+ technical issues
weekly, reducing repeat calls by 18% through
precise troubleshooting.
Identified patterns in customer behavior that
led to a 10% improvement in first-call resolution
rates across the team.
CUSTOMER SERVICE ADVOCATE
Concentrix | Quezon City |-
Diagnosed and resolved 50+ technical issues
weekly, reducing repeat calls by 18% through
precise troubleshooting.
Identified patterns in customer behavior that
led to a 10% improvement in first-call resolution
rates across the team.
CUSTOMER SERVICE REP RESENTATIVE
SPI CRM | Quezon City |-
Supported 80+ customer interactions daily,
leading to a 10% increase in upsell conversions.
Promoted to Quality Assurance Analyst after
consistently achieving 95%+ call quality scores,
responsible for reviewing daily team call
performance.