Julieann Mora

I'm a dedicated customer service and sales professional with experience in bancassurance and management. I enjoy helping clients with their financial needs, solving concerns quickly, and ensuring a smooth and positive banking experience. I'm looking to grow in the banking industry while contributing to a strong and customer-centered branch team.

Bancassurance Sales Executive at BPI AIA LIFE ASSURANCE CORP (2023-01 – Present)

• Develop and maintain strong client relationships to promote life insurance and investment solutions
• Collaborate closely with bank staff to support branch sales targets and lead conversion
• Educate clients on financial products while ensuring compliance and service excellence

Virtual Assistance at Freelancer (2022-06 – 2022-12)

• Prepare, reviewed and organized contracts and required documents with high accuracy.
• Managed end to end real estate transactions, coordinating with clients, agentss and lenders to ensure smooth closings.

Shift Manager/Management Trainee at MFC Enterprises(McDonald's Franchise) (2019-12 – 2022-05)

• Led a team of 20+ employees, ensuring smooth operations and strong customer satisfaction
• Managed store cash controls, inventory, and compliance with quality standards
• Enhanced sales through upselling programs and customer engagement

Tourism Staff at Municipality of Botolan Zambales (2019-10 – 2019-12)

• Assisted in guest services, tourism promotions, and event coordination

Service Crew/Crew Trainer at MFC Enterprises(McDonald's Franchise) (2015-06 – 2019-03)

• Delivered fast, friendly, and accurate customer service in a high-volume environment, consistently achieving store standards for speed of service and guest satisfaction.
• Operated cash register, processed payments, handled customer concerns, and ensured a clean and safe dining experience.
• Maintained product quality by preparing food items following strict McDonald's operations and food safety guidelines.
• Trained, coached, and mentored new employees on store procedures such as food handling, POS operation, and customer service techniques.
• Conducted on-the-job coaching to reinforce service standards and improve employee performance.

BSBA in Marketing Management – Micro Asia College of Science & Technology (2015 – 2019)