Via Ingrid Maxinette K. Gaces

Skills/Abilities:

Management:

• Knows basic and advanced banking operations.
• Performs compliance/governance and risk management requirements based on the policies and framework set by the bank.
• Gathers information on other Bank’s new products and marketing strategies and subsequently provide feedback to management.
• Conduct of proper AML/KYC Due Diligence upon on boarding and conduct of Enhanced Due Diligence for High Risk Clients.

Organizational:

• Kept the bank’s files organized and sorted
• Kept the profiles of all deposit accounts
• Kept the inventory of all of the bank’s accountabilities.
• Maintained the office supplies and made sure that they are sufficient for the whole month
• Submits sales reports on a daily basis

Financial:

• Prepared the checks (manager’s checks and counter checks) for clients.
• Computed and consolidated reports for documentary stamps and withholding taxes.
• Assisted teller in mid-day and end-of-day balancing of transactions.
• Responsible in handling cash-in-vault and the ATM as co-custodian.

Communication:

• Served clients with bank products and services, such as deposit accounts, investments, loans, and credit card applications.

Leadership:

• Assists the branch in solving problems.

Thank you