Teller/New Accounts Clerk - Producers Savings Bank Corporation - Lucena City
(2024-02)
- Customer Service; Greet customers warmly and assist them with their banking needs.
- Transaction Processing; Accurately process deposits, withdrawals, transfers, and payments.
- Account Management; Provide information on bank products and services, and assist with opening and closing accounts.
- Cash Handling; Balance cash drawers at the beginning and end of each shift, and ensure cash levels are maintained.
- Security Compliance; Adhere to bank policies and procedures to prevent fraud and ensure the security of customer information.
- Problem Resolution; Address and resolve customer inquiries and complaints in a professional manner.
- Sales Support; Identify sales opportunities and refer customers to appropriate banking personnel.
- Record Keeping; Maintain accurate records of transactions and ensure compliance with banking regulations.
- Ensuring all documents meets formal requirements and required standards
- Conducting regular reviews and document audits
- Producing document progress report for senior managers
- Sorting, storing and retrieving electronic and hard copy documents on behalf of clients and industry professionals
- Interacting with clients, verifying personal and financial information, and ensuring compliance with banking regulations and policies
- Account Opening and Processing; Assist customers in opening new accounts, including checking, savings, and other deposit products.
- Verify and enter customer information accurately into the banking system.
- Explain account features, benefits, and terms to customers.
- Educate customers on bank products and services, promoting cross-selling opportunities.
- Compliance and Documentation; Ensure all new account documentation is complete, accurate, and complies with regulatory requirements.
- Perform due diligence, including Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures.
- Maintain and update account files, ensuring confidentiality and security of customer information.
- Operational Support; Assist with the daily balancing of new accounts.
- Collaborate with other departments to ensure seamless account setup and customer onboarding.
- Participate in branch audits and internal control processes.
- Administrative Duties; Manage and organize physical and electronic records.
- Prepare and distribute account-related reports.
- Perform other clerical duties as assigned by the manager.
- Handling documents and legal papers
Documentation Assistant - Calmar Land Development Corporation - Lucena City
(2019-06)
- Handling documents and legal papers
- Ensuring all documents meets formal requirements and required standards
- Conducting regular reviews and document audits
- Producing document progress report for senior managers
- Sorting, storing and retrieving electronic and hard copy documents on behalf of clients and industry professionals
Sales Representative - Asticom Technology Inc. - Globe Store, SM City Lucena
(2019-10 - 2019-05)
- Selling products and services of GCash such as; wallet creation/registration, GCashMasterCard and online transactions like bills payment.
- Handling customer's concern/complaints
- Maintaining positive business relationships to ensure future sales
