Skills
Customer Support > Customer Service > Fraud detection
5-10 Years
Customer Support > Insurance
2-5 Years
Analytics
5-10 Years
Compliance
10+ Years
Cash Management
10+ Years
Banking Operations
10+ Years
Financial
2-5 Years
Account Management; Customer Support > Sales Support > Lead Generation
2-5 Years
Client Onboarding
10+ Years
Affiliate management, Customer support, and General Virtual assistance
2-5 Years
Business Continuity & Risk Mitigation
5-10 Years
Customer Service>Sales
10+ Years
Experience highlights
Affiliate Manager
Sevengrace Marketing
·
April/2022
–
Present
Managed 200+ affiliate portfolio, optimized partnerships for revenue growth and customer acquisition. Developed strategies to improve partner activation, engagement, and conversion rates through performance monitoring and data analysis.
Financial Advisor
Philam Life – Del Mundo Associates
·
June/2014
–
Present
Conducted client needs assessments and recommended life, health, disability insurance, savings strategies, retirement plans, and investments. Generated leads, developed relationships, and provided ongoing policy service and support.
Sales and Service Officer (Assistant Manager 1)
Philippine National Bank (PNB)
·
January/2010
–
Present
Co-managed main branch vault with PHP 3.5M+ daily ceiling. Managed cash logistics, armored-car shipments, ATM replenishment. Applied AML/KYC controls and cross-sold banking products to support branch targets.
Sales and Service Associate (Bank Teller) & Financial Management Specialist
Philippine National Bank (PNB)
·
January/1999
–
Present
Processed banking transactions accurately, delivered frontline customer service, and cross-sold products. Balanced cash drawers, investigated discrepancies, and managed high-yield products for retail, corporate, and HNW clients.
