Mary Glory C. Pacillos
Block 22, Lot 11 Deca Homes Prime, Jagobia
Mandaue City, Philippines
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PERSONAL SUMMARY
A capable and trustworthy Bank personnel who has extensive knowledge of banks operational activities, terminologies and services. Expert at handling financial transactions and is someone who can make on-the-spot decisions regarding customer transactions. Has a track record of providing an accurate cash handling service to the customers and of recommending bank products that meet their precise needs. Has also a relaxed manner that helps to build positive relationships with regular customers. Right now I am looking for an exciting home base career opportunity where I can share and develop my skills and learn new craft in an online world.
CAREER HISTORY
Branch Service Officer – May 2, 2016 – December 2016
Wealth Development Bank – Ayala Branch
Responsible for providing assistance to the Service Manager for the efficient and effective functioning of a retail branch, with emphasis on customer service and soundness of the operation.
Duties;
Ensure that branch projects a professional and neat appearance at all times.
Resolve customer complaints and concerns in a satisfactory and timely manner.
Ensure teamwork within the branch.
Facilitate the customers in establishing relationship by opening an account with the bank strictly in accordance with the guidelines of BSP and policy of the bank.
Ensure that the branch operation staff members attend the operational and training meetings, as needed, such that staff is aware of regulatory compliance issues, policy and procedures, customer service and all relevant information.
Responsible for the customers cash dealings with the bank and provide them services at the comfort level beyond their expectations.
Ensure the facilities and securities management of the branch are within policy and procedure guidelines.
Perform periodic reports of all branch operations related area.
Other duties may be assigned.
UNIPRO (Universal Processor) – August 16, 2012 – April 30, 2016
BPI Family Savings Bank – F-llamas Branch
Responsible for the handling, processing and servicing of clients’ branch transactions in a prompt, efficient, and accurate manner.
Duties;
Entertains account opening and explains the account/product features.
Handles teller transactions.
Processes the sale of Manager’s Check and balancing of the same.
Processes opening, renewal, closing and pre-termination of peso & dollar Time Deposit, Plan Ahead, other term accounts and monitors maturities.
Facilitates UITF and Mutual Funds.
Responsible for encoding branch expenses via EPROC system and maintains registry.
Processes incoming/outgoing TT, demand drafts and MERVA and other remittances.
Handles checkbook issuances and end-of-day working supply & checkbook balancing.
Prepare reports and BIR for 2307 on taxes withheld and ensures remittance thereof.
Acts as secondary custodian and ensure compliance to the bank’s policies and procedures.
Helps cross-sell bank’s products and services.
Contacts assigned clients per call-out list, pre-approved credit card and other sales campaigns.
Assist the branch officers in providing competent, caring, fast, accurate service delivery to clients.
DISTRIBUTING CLERK – July 14, 2010 - August 2012
BFSB Cebu Processing Center - Mandaue Branch
Responsible for performing a wide range of routine branch and customer service duties.
Duties;
Performs timely vouching and balancing of branch documents by item count and amount.
Ensures that documents are balanced vs. final branch’s totals within the day of transaction.
Encoding and capturing check data of outgoing local and regional clearing checks thru ECCS.
Prepares cash letter transmittal sheets of outgoing Dollar Checks.
Balancing and safekeeping of Dollar Checks and Peso Late for Clearing items (LFC).
Reporting of FED to UCAD.
Safekeeping and warehousing the documents of assigned branches.
Maintains logbook for incoming returned checks and manager’s check of satellite branches.
Prepares and monitor correction sheets and ensures immediate regularization of mis-posted transactions.
Reliever for other position in other branches in case of leaves and operational exigencies.
Helps cross-sell bank’s products and services.
Contacts assigned clients per call-out list, pre-approved credit card and other sales campaigns.
TELELR / CUSTOMER SERVICE ASSOCIATE – March 10, 2008 – July 13, 2010
BPI Family Savings Bank – UV Branch
Responsible for greeting customers when they come to the till, enquiring about their needs and then helping them in any way possible.
Duties;
Responsible for rendering courteous, pleasant, efficient, accurate and prompt customer service.
Receives cash and checks for deposits.
Disburses cash in payment for withdrawals and encashment.
Verifies and approves client’s signature and presented documents within limits.
Verifies authenticity of notes received.
Encodes and validates over-the-counter transactions.
Sort and bundle bills per denomination and quality as to clean to unfit.
Cross-sell bank’s products and services and handle various inquiries of clients while facilitating their transactions.
Assist the branch officers in providing competent, caring, fast, accurate service delivery to clients.
KEY SKILLS AND COMPETENCIES
Banking
Familiar with all bank products and services.
Able to perform work accurately.
Experience of handling cash in large numbers.
Processing credit card cash advances.
Completing administrative tasks correctly and on time.
Identifying opportunities to sell extra products or services to customers.
Reconciling any errors or discrepancies.
Finding the best way to do something.
Personal
Ability to work quickly and accurately.
Analyzing information and making decisions.
Excellent verbal and written communication.
A team player and work well with others.
Able to inspire the trust of others.
Working ethically and with integrity.
Applying common sense to situations.
Always punctual and on time.
Patient in nature and able to deal with difficult or obnoxious customers.
AREAS OF EXPERTISE
Approval rendering
Branch operations
Vault operations and security
Customer Complaint Resolution
Teller transactions
Customer service
Recording transactions
Balancing transactions
ACADEMIC QUALIFICATIONS
Southwestern University – BSC-BM Dean’s Medallion2003 - 2007
Caraga Regional Science High School - 1999 – 2003
Surigao City Pilot School – With Distinction-
REFERENCES
Available on request.
