Mary Jean Heggie

Dedicated banking professional with 16 years of experience delivering exceptional client service and financial solutions. Proven ability to build strong customer relationships, drive business growth, and support organizational objectives. Committed to continuous learning and professional development, with a strong willingness to undertake training and adapt to new challenges. Seeking new opportunities to leverage expertise while contributing to the achievement of company goals.

Sales and Service Associate Assistant - PHILIPPINE NATIONAL BANK

(2010-07 - 2021-06)

• Cash and non-cash transactions (including end-of-day balancing)
• ATM loading and unloading of cash
• Cross-selling (selling bank insurance, consumer loans, credit cards)

TIME DEPOSIT CLERK - PHILIPPINE NATIONAL BANK

(2010-07 - 2021-06)

• Renew time deposit placement
• Open account for new time deposit placement
• Prepare monthly reports (settlement of utilities expenses, Security Guards salaries, blue collar, and other expenses)
• Cross-selling

NEW ACCOUNTS CLERK - PHILIPPINE NATIONAL BANK

(2010-07 - 2021-06)

• Open New savings and current accounts
• Update records of clients
• Do ATM balancing
• Remittance Inquiries and claims
• Entertain client's concerns and questions
• Do monthly accountable inventory
• Scanning and filing of documents
• Cross-selling

FINANCIAL SERVICE ASSOCIATE - 1St CHOICE SAVINGS AND CREDIT UNION

(2021-07 - 2024-11)

• Cash and non-cash transactions
• ATM unloading and loading
• ATM balancing
• End-of-day balancing the vault
• GL balancing
• Training newly hired employees
• Reception Clerk- Taking inbound-outbound calls
• Booking of Appointments
• Distribute mail and send out mail and packages
• Cross-selling

Banking Associate - Canadian Western Bank

(2024-12 - 2025-09)

• Cash and non-cash transactions
• ATM Balancing
• End of day balancing (Cheques and cash)
• Inbound and outbound calls
• Booking appointments
• Assisting clients with online banking, complaints, giving advice based on my role

Banking Associate - National Bank of Canada

(2025-09)

• Cash and non-cash transactions
• ATM Weekly balancing
• End-of-day balancing
• Inbound and outbound calls and mails
• Booking appointment for clients
• Assisting clients with online banking, complaints, giving advice based on my role
• Monthly expenses settlement
• Order office supplies
• Processing personal loan payments
• Opening personal accounts
• Process investment withdrawals

Bachelor of Science - Office Administration - Major in Management - De La Salle John Bosco College (2009)