Prince Alfred Santos
Relationship Officer
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About
Results-driven professional looking to leverage strong communication and problem-solving skills to enhance client relationships at a financial institution.
Experience
Relationship Officer - Eastwest Banking Corporation - The Beaufort, 5th Avenue cor 23rd Street, Fort Bonifacio City, Taguig City, Philippines
(2026-01 - 2027-07)
- Drive sales acquisition and customer retention efforts in line with the store's growth strategy
- Grow assigned managed accounts by deepening client relationships and improving share of wallet
- Promote and sell banking products and services to qualified clients to meet business targets
- Ensure full compliance with regulatory and internal policies through proper client identification (KYC), accurate documentation, and adherence to AML laws and BSP Circulars
- Maintain high standards in audit, risk, and customer service by delivering transparent, client-centric engagement
Customer Service Representative - New Accounts - Metropolitan Bank and Trust Company - Metrobank Plaza, Sen. Gil Puyat Ave., Makati City, Philippines
(2014-01 - 2026-12)
- Opening and documenting savings, current and time deposit accounts for personal and corporate accountholders
- Identifying and ensuring all KYC clients information are collected from the client
- Strictly monitors AMLA regulatory requirements on existing and new accounts
- Marketing and processing of UITF products
- Processing over-the-counter remittances transactions, foreign and local telegraphic transfers, buying and selling foreign currencies, foreign demand draft and manager's checks
- Assisting branch officer on consumer loan products
Customer Service Representative - Teller - Metropolitan Bank and Trust Company - Metrobank Plaza, Sen. Gil Puyat Ave., Makati City, Philippines
(2013-01 - 2014-12)
- Processing clients transactions such as deposits, withdrawals, and other miscellaneous transactions
- Performing clearing activities
- Offering bank's and other subsidiaries products to prospective clients
Education
Bachelor of Science in Business Administration - Major in Marketing Management - San Beda College (2009-01 - 2013-12)
Mary Help of Christian Minor Seminary (2005-01 - 2009-12)
