Sales Officer - Assistant Manager - Security Bank Corporation
(2026-01)
- Identify and acquire new customers for the bank's products and services.
- Promote and sell products such as savings accounts, checking accounts, loans, credit cards, insurance, and investment products.
- Build and maintain strong relationships with clients.
- Conduct client visits, presentations, and sales calls.
- Assess customer needs and recommend appropriate banking solutions.
- Achieve monthly, quarterly, and annual sales targets.
Customer Advisor Officer - Assistant Manager - Security Bank Corporation
(2019-01 - 2026-01)
- Promoted and cross-sold bank products and services to new and existing customers to achieve sales targets and support branch growth.
- Generated qualified leads through referrals from existing clients, maintaining a healthy sales pipeline.
- Conducted Know Your Customer (KYC) screening interviews, performed risk profile assessments, and gathered required customer documentation.
- Identified customer needs and recommended appropriate banking products, services, and digital channels.
- Built and maintained strong client relationships through regular follow-ups and relationship-building activities.
- Handled customer inquiries and complaints, coordinating with relevant departments to ensure timely resolution and customer satisfaction.
Client Relations Specialist - Bank of the Philippine Islands
(2016-01 - 2019-01)
- Responsible for opening accounts and attending any customer related concerns.
- Provides executive level administrative support to the Branch to ensure customer satisfaction.
- Responsible for up-selling or cross-selling bank products and services.
- Helps the Branch in achieving monthly sales target and quota
Customer Service Associate - Bank of the Philippine Islands
(2013-01 - 2016-01)
- Handles cash and over the counter transactions such as deposit, withdrawal, encashment, bills payment, fund transfer etc.
- Responsible for balancing of electronic journal at the end of the day.
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions.
- Maintains customer confidence and protects bank operations by keeping information confidential.
Account Manager - Bayan Telecommunications Inc
(2012-01 - 2013-01)
- Managed and developed relationships with corporate and business clients to ensure customer satisfaction and account retention.
- Identified client needs and recommended appropriate telecommunications products and solutions, including internet, data, and voice services.
- Generated new business opportunities through prospecting, networking, and client referrals.
- Prepared proposals, quotations, contracts, and service agreements for prospective and existing customers.
- Conducted regular client meetings and presentations to discuss service requirements and business solutions.
Treasury Assistant - Market strategic firm Inc
(2011-01 - 2012-01)
- Perform foreign exchange sales & remittance transactions at the store.
- Check the correctness of rates posted n the rate board
- Check the authenticity of currencies & correctness of remittance information before processing the transaction.
