Skills
Office and Administration > Operation Management
1-2 Years
Communication skills, Customer Experience, Customer Satisfaction, Attention to Detail
5-10 Years
Encoding,clerical skill,banking knowledge, driving.
2-5 Years
General Virtual Assistance
1-2 Years
Customer Support > Sales Support > Personal Financial Consultant
1-2 Years
Leadership, Management, Critical thinking and problem solving, Teamwork & Collaboration, Professionalism,
1-2 Years
Experience highlights
Virtual Assistant
VA Platinum
·
July/2023
–
/
-Evaluate loan applications and make loan recommendations based on clients' financial profiles.
-Provide excellent customer service throughout the loan process
-Assist clients in gathering required documentation and information
-Explain loan options and recommend the best fit for the client
-Negotiate loan terms and conditions on behalf of clients
-Stay up to date on loan products and industry trends
-Develop and maintain relationships with clients, financial institutions, and referral sources.
Customer Service Representative - New Account/Teller
Metropolitan Bank & Trust Company
·
November/2017
–
Present
-Gathers all appropriate information to open accounts and educates account holders on company or bank policies.
-Responsible for interviewing and engaging prospective customers inquiring about opening new accounts, such as savings or checking accounts, issuing debit cards, and reviewing paperwork.
-Answer customers' questions and explain available services such as deposit accounts, bonds, and securities.
Customer Service Representative
Convergys
·
June/2015
–
Present
-Answer and direct phone calls and submit and reconcile reports
-Responsible for managing various customer issues depending on account assignment transactions can be related to billing and collections support, client inquiries, product support, troubleshooting and inbound sales.
Marketing Professional
Toyota Mandaue North
·
May/2013
–
Present
-Identify the strategies and techniques used to attract customers to a business
-Help maximize a firm's profit, and grow market share for a business.
-Prepared presentations for prospective clients.