Available to hire
Marketing Assistant | Bank Accounts & Investments
Results-driven Marketing Assistant with experience in promoting bank accounts and investment products. Skilled in marketing campaign implementation, client relationship management, and sales support. Proficient in creating engaging content, analyzing market trends, and collaborating with cross-functional teams.
Key Skills:
- Marketing Campaigns: Experience in developing and executing marketing campaigns to promote bank accounts and investment products.
- Client Relationship Management: Strong interpersonal skills, with experience in managing client relationships and providing excellent customer service.
- Sales Support: Proven ability to support sales teams in meeting business targets and promoting products.
- Content Creation: Skilled in creating engaging content for various channels, including social media, email, and print materials.
- Market Analysis: Ability to analyze market trends and competitor activity to identify opportunities for growth.
- Team Collaboration: Experience in collaborating with cross-functional teams, including sales, marketing, and branch staff.
Technical Skills:
- MS Office: Proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Adobe Creative Suite: Familiarity with Adobe Creative Suite, including Photoshop, Illustrator, and InDesign.
- Marketing Automation Tools: Knowledge of marketing automation tools, such as email marketing software and social media management platforms.
Soft Skills:
- Communication: Excellent communication and interpersonal skills.
- Problem-Solving: Strong problem-solving and analytical skills.
- Time Management: Ability to work in a fast-paced environment and meet deadlines.
- Adaptability: Willingness to adapt to changing priorities and business needsm
Skills
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Language
English
Advanced
Work Experience
Client Service Associate at Banco de Oro Unibank
March 1, 2012 - PresentDeals directly with customers; detects and helps stop fraudulent transactions to prevent losses, including counterfeit currency and checks, identity theft, and confidence tricks. Handles banking transactions such as check encashment, deposits, withdrawals, bills payment, foreign exchange, ATM loading; resolves customer issues and other miscellaneous transactions.
Secretary at Excel Systech Corporation
January 25, 2012 - October 21, 2025Prepared Sales and Inventory reports for The Generics Pharmacy branches; maintained files, record keeping, office management, and responsibility for information systems. Prepared Check Vouchers and transmittal slips. Telemarketing of products for packaging needs. Receiving & sending emails, handling incoming & outgoing calls, providing information to callers, transferring calls, and taking messages. Collated information and coordinated the flow of information both internally and externally.
Client Service Associate at Banco de Oro Unibank
March 1, 2012 - PresentDeals directly with customers, helps detect and prevent fraudulent transactions, and provides information about accounts and bank services. Handles banking transactions (check encashment, deposits, withdrawals, bills payment, foreign exchange, ATM loading) and resolves customer issues.
Secretary at Excel Systech Corporation
January 25, 2012 - October 21, 2025Secretary to Accounting Manager; prepared Sales and Inventory reports for The Generics Pharmacy branches; maintained files and office management; prepared Check Vouchers and transmittal slips; telemarketing for Excel Systech Corporation; handled emails and calls, transferred messages, and coordinated information flow.
Client Service Associate at Banco de Oro Unibank
March 1, 2012 - PresentDeals directly with customers; helps detect and stop fraudulent transactions to prevent losses, including counterfeit currency and checks, identity theft, and confidence tricks. Provides information about customers' accounts and bank services. Handles banking transactions such as check encashment, deposits, withdrawals, bills payment, foreign exchange, ATM loading; resolves customer issues and other related transactions.
Secretary at Excel Systech Corporation / Franchise Owner, The Generics Pharmacy
January 25, 2012 - October 21, 2025Prepared Sales and Inventory reports for The Generics Pharmacy branches. Maintained files, record keeping, office management, and responsibility for information systems. Prepared Check Vouchers and transmittal slips. Telemarketing of products for packaging needs; receiving & sending emails, handling incoming & outgoing calls, and providing information to callers; coordinated flow of information internally and externally.
Telemarketer at Excel Systech Corporation
January 25, 2012 - October 21, 2025Telemarketing of products for packaging needs (Excel Systech Corporation).
Education
B.S. in Entrepreneurial Management at Technological University of the Philippines
January 1, 2007 - January 1, 2011High School Graduate at St. Louis College Valenzuela
January 1, 2003 - January 1, 2007Elementary Graduate at Serrano Elementary School
January 1, 1997 - January 1, 2003Bachelor of Science in Entrepreneurial Management at Technological University of the Philippines
January 1, 2007 - January 1, 2011High School Diploma at St. Louis College Valenzuela
January 1, 2003 - January 1, 2007Elementary School Diploma at Serrano Elementary School
January 1, 1997 - January 1, 2003B.S. in Entrepreneurial Managemeent at Technological University of the Philippines
January 1, 2007 - January 1, 2011High School Graduate at St. Louis College Valenzuela
January 1, 2003 - January 1, 2007Elementary Graduate at Serrano Elementary School
January 1, 1997 - January 1, 2003Qualifications
Basic Branch Service Training (High and Low Counter)
January 11, 2030 - October 21, 2025Basic Cash Handling
January 11, 2030 - October 21, 2025Introduction to Branch System and Applications
January 11, 2030 - October 21, 2025Service Excellence Orientation and Signature Verification
January 11, 2030 - October 21, 2025ID Detection and Fraudulent Check Verification
January 11, 2030 - October 21, 2025Basic Banking Law, AMLA 101/AMLA 102/Biscuit 101
January 11, 2030 - October 21, 2025Counterfeit Detection & Currency Redemption Seminar
January 11, 2030 - October 21, 2025Third Currency Security Features Seminar
January 11, 2030 - October 21, 2025IELTS
June 25, 2016 - October 21, 2025Basic Branch Service Training (BDO)
March 1, 2012 - October 21, 2025Counterfeit Detection & Currency Redemption Seminar
March 1, 2012 - October 21, 2025Basic Banking Law, AMLA 101/AMLA 102/Biscuit 101
March 1, 2012 - October 21, 2025Third Currency Security Features Seminar
May 19, 2016 - October 21, 2025IELTS - Overall Band Score 6.5
June 25, 2016 - October 21, 2025Industry Experience
Financial Services, Professional Services, Education
Skills
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
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