Commercial Assistant - Smartsourcing - JEG Tower, Cebu City
(2024-01 - 2026-05)
- Assist the Account Managers with the preparation, administration, renewal, and endorsement of insurance policies
- Assist Account Managers in preparing the Renewal Workbook (Excel), consolidating key policy details, expiration dates, underwriting information, and renewal data to support renewal negotiations and client presentations
- Set up new insurance draft policies by entering accurate policy data into internal systems, preparing policy documentation for issuance, and ensuring all required details are recorded correctly
- Set up draft renewal policies by preparing preliminary renewal documents that outline updated coverage options, terms, and premium information for Account Managers' review prior to final issuance. This includes entering draft policy details, verifying coverage options, and assembling required documentation for underwriting and client discussions
- Maintain accurate credit limit data and ensure all related documentation is properly recorded and updated in Symphony.
- Perform Customer Due Diligence (CDD) in LexisNexis, including the collection, verification, and analysis of client data to validate identities, assess risk levels, and support AML and regulatory compliance
- Maintain accurate and up-to-date client records, policy details, and claims information within internal systems
- Support day-to-day administrative tasks, including document sorting, data entry, and uploading and management of electronic files
Universal Teller - Eastwest Bank - Cebu Banilad Branch
(2021-08 - 2023-10)
- Provide a detailed information in response to customer inquiries about products and services offered
- Enhanced attention to detail by being responsible for deposits, withdrawal transactions, verification of signatures, bills payments, loan payments, telegraphic transfer, PDDTS, RTGS, foreign exchange and miscellaneous
- Enhanced communication and customer service skills through upselling and promoting the bank products and services (consistently cross-sells bank products)
- Monitoring of daily working supply items for ATM, PIN, and checkbook
- Performed co custodian in opening and closing of inner vault combination including in handling the cash vault and ATM cash retrieval and cash loading
- Performed other ad hoc administrative duties as needed
Bank Teller - China Banking Corporation - SM City Cebu Branch
(2011-09 - 2014-12)
- Provide a detailed information in response to customer inquiries about our products and services offered
- Enhanced attention to detail by being responsible for deposits, withdrawal transactions, verification of signatures, bills payments and miscellaneous
- Enhanced communication and customer service skills through upselling and promoting the bank products and services (consistently cross-sells bank products)
- Performed pick-up
- Performed other ad hoc administrative duties as needed
Bank Teller - Maybank Philippines Incorporated - Mandaue Branch
(2008-06 - 2011-05)
- Provide a detailed information in response to customer inquiries about our products and services offered
- Enhanced attention to detail by being responsible for deposits, withdrawal transactions, verification of signatures, bills payments and miscellaneous
- Enhanced communication and customer service skills through upselling and promoting the bank products and services (consistently cross-sells bank products)
- Performed other ad hoc administrative duties as needed
