Branch Service Officer - Security Bank Corporation
(2026-01)
- handles the daily operations and maintenance of the branch's cash vault. Supervises the branch's daily cash movements, ATM operations, payroll delivery and other bank services to contribute to a well-managed flow of daily transactions.
- Monitors numbered forms including pre-encoded checkbooks for new accounts and items held as collateral or for safekeeping and by acting as custodian/co-custodian to ensure that all numbered forms issued within the day are accounted for at the end of day and items held as collateral and safekeeping are properly maintained
- Ensures end-of-day procedures are complied with by reviewing / checking transaction media versus teller summary report to ensure that all discrepancies will be handled and booked accordingly and in accordance with established policy and overall banking operations
- Approves transactions in accordance with existing policies and procedures and responsible for the implementation of Audit rectifications within the section and gives recommendation to improve operational efficiency
- Analyzes the observed irregularities on branch transactions by referring to the prescribed policies and procedures, internal control, regulatory provisions of government and private agencies to be able to determine and reports fraud/potential fraud committed by branch personnel
Customer Advisor Officer - Security Bank Corporation
(2024-07 - 2025-12)
- Handles customer concerns by ensuring that they are acknowledged and addressed/resolved immediately in accordance with the service standards of the Bank.
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationship of newly acquired and existing-to-bank customers
- In charge of new account opening and address the needs of various clients when it comes to high cost and low cost deposit, Time deposit, UITF and Treasury Products
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationships of newly acquired and existing-to-bank customers.
- Offering and processing bank loan products such as home, auto, personal loan and credit cards newly acquired and existing-to-bank customers.
- Providing excellent customer service to newly acquired and existing-to-bank customers.
- Responsible for overall account opening documentation and ensure document compliance as per bank policies and regulatory requirements.
- Conversion of existing client to wealth tagging and offer excellent customer service
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationship of newly acquired and existing-to-bank customers.
Customer Advisor - Security Bank Corporation
(2016-02 - 2024-07)
- Handles customer concerns by ensuring that they are acknowledged and addressed/resolved immediately in accordance with the service standards of the Bank.
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationship of newly acquired and existing-to-bank customers
- In charge of new account opening and address the needs of various clients when it comes to high cost and low cost deposit, Time deposit, UITF and Treasury Products
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationships of newly acquired and existing-to-bank customers.
- Offering and processing bank loan products such as home, auto, personal loan and credit cards newly acquired and existing-to-bank customers.
- Providing excellent customer service to newly acquired and existing-to-bank customers.
- Responsible for overall account opening documentation and ensure document compliance as per bank policies and regulatory requirements.
- Conversion of existing client to wealth tagging and offer excellent customer service
- Manages growth of customer portfolio by ensuring usage of products and conduct follow ups to develop basic relationship of newly acquired and existing-to-bank customers.
Bank Teller - Metropolitan Bank and Trust Company
(2015-01 - 2015-12)
