Lailanie Vera

Lailanie Vera

$10/hr
Finance and banking professional with experience in operations, AML compliance, and customer service
Reply rate:
-
Availability:
Hourly ($/hour)
Location:
Edmonton, Alberta, Canada
Experience:
10 years
LAILANIE VERA-a Ave nw Edmonton AB |- |- SKILL Summary Exceptional communicative skills both within a verbal and written capacity. Extensive customer service skills gained from their lengthy tenure with Rizal Commercial Bank. Leadership and Supervisory gained from Officer position with Rizal Bank. Multi-tasking skills obtained and augmented at Rizal Bank, and Coconut Planters Bank from the vast array of ad-hoc assignments that she would take on. Strong understanding of Canadian investment products obtained from her level 1 CSC. Strong attention to detail gained from her time with Rizal bank, particularly when she was working on reconciliation accounts. Work Experience Starbucks January 2025- Current Barista Acting as first point of contact for customer order fulfilment. Providing excellent customer service and resolving issue with erroneous orders. Assisting during peak business hours. Managing and assisting with inventory stocking. Operating the cashier functions. Rizal Commercial Banking-Puerto Princesa June 2022 - March 2024 Service Officer Assisted in managing branch operations, focusing on cash management and teller functions. Processing daily check clearing and settlement. Delivered excellent customer service, providing tailored financial solutions to meet client needs. Optimized cross-selling strategies to achieve branch sales targets and grow revenue. Analyzed service tasks to increase deposits and fees, enhancing branch profitability. Managed risk and compliance, minimizing errors and financial risks. Supported branch functions, including teller and new account setup. Reconciling discrepancies of branch internal ledgers and accounts. Responsible for accurately encoding and managing client's data in the system, ensuring data integrity and compliance with company standards. Rizal Commercial Banking-Puerto Princesa August 2019 - May 2022 Reserve Officer Acted as a versatile reliever for Teller, Customer Service Associate, Service Officer, and Service Manager roles. Optimized cross-selling of services and products to meet branch sales targets. Delivered exceptional customer service to enhance client experience. Reviewed transactions up to authorized limits for various roles. Completed assignments and ad hoc tasks, including special investigations, account reconciliations, and ATM management. Rizal Commercial Banking-Puerto Princesa July 2016 - July 2019 Customer Service Associate Managed all over-the-counter transactions, ensuring accuracy and efficiency. Conducted KYC onboarding for new and existing customers, verifying documentation and system data to ensure compliance. Provided exemplary customer service through a professional, approachable demeanor and prompt transaction assistance. Achieved sales targets by effectively cross-selling banking services and products. Enhanced customer experience by delivering consistent, high-quality service and support. Responsible for accurately encoding client's kyc data in the system, processing financial transaction posting efficiently and ensuring data integrity and compliance with company standards. Robinsons Supermarket-Puerto Princesa April 2016 - June 2016 Cashiering Supervisor Supervised cashiers and trained new staff, ensuring effective performance and adherence to procedures. Resolved POS system issues and addressed customer challenges and complaints with a focus on providing exceptional service. Ensured accurate cash register cash-outs and completed end-of-day reports to maintain financial accuracy. United Coconut Planters Bank -Daet Camarines Norte Philippines April 2013 - July 2015 Teller Processor of various over-the-counter transactions, including cash deposits, withdrawals, encashments, bill payments, foreign currency conversions, and manager's checks Prevented branch losses through meticulous attention to detail, integrity, and vigilance. Delivered high-level customer service with a friendly approach, professionalism, and prompt assistance. Promoted bank products and services to enhance customer engagement and meet sales targets. EDUCATION Post Graduate Diploma in Financial Planning Centennial College - Toronto, ON December 2024 Bachelor of Science in Business Administration in Major in Financial Management Mabini Colleges - Daet April 2012 LICENSES LLQP Life License Qualification program (Common Law) CSC Level 1 – Completed, level 2 in process Bookkeeping NCII - TESDA Philippines
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