Relationship Manager (Officer) - Philippine Business Bank
(2026-01)
- Managed and supported three (3) branches in driving deposit growth, achieving CASA targets, and increasing loan bookings.
- Conduct field selling and promote loan products through company visits and booth activations.
- Developed and executed strategic sales and business development plans in collaboration with the Sales Head and branch team
- Actively acquired new-to-bank clients through field visits, referrals, and corporate tie-ups
- Grew deposit portfolio by cross-selling CASA, time deposits, and other liability products
- Generated loan opportunities and endorsed qualified borrowers to credit units
- Increased deposit balances through referrals and relationship expansion of existing
- Insured achievement of assigned monthly and quarterly sales targets (deposits and cross-sell)
Business Relationship Officer - RCBC
(2024-03 - 2026-01)
- Support the Business Relationship Manager in achieving sales targets and expanding client portfolios.
- Conduct field selling and promote loan products through company visits and booth activations.
- Prepare and manage sales plans, reports, and client records.
- Promote retail banking products, including savings/checking accounts, credit cards, loans, insurance, and investments, through client calls, branch referrals, and site visits.
- Conduct client meetings independently or with the supervisor/Branch Manager to provide tailored banking solutions.
Associate Customer Service Officer - Unionbank of The Philippines
(2023-02 - 2024-03)
- Assisted clients with account opening, ensuring compliance with all identification and verification requirements.
- Conducted thorough customer identification checks before processing inquiries, requests, and complaints, maintaining adherence to regulatory standards.
- Provided accurate information on banking products and services, supporting customer retention and cross-selling opportunities.
Customer Service Specialist Teller - Security Bank Corporation
(2019-07 - 2022-08)
- Handled over-the-counter transactions, including deposits, withdrawals, and bill payments, ensuring accuracy and compliance with bank policies.
- Conducted Customer Due Diligence (CDD), Know Your Customer (KYC), and Know Your Business (KYB) assessing client suitability and mitigating financial crime risks.
- Cross-sold banking products and services, including Time Deposits, UITFs, loans, credit cards, and insurance, consistently achieving sales targets.
- Resolved client complaints and concerns through proactive follow-ups and client outreach
