Available to hire
I am a finance graduate with a solid foundation in strategic management, investment products, and financial record-keeping. I enjoy building strong, trust-based relationships with clients and helping them navigate complex financial options.
With hands-on experience in banking and insurance environments, I pride myself on delivering exceptional service, resolving issues promptly, and supporting sales growth through thoughtful, customer-centered approaches.
Experience Level
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Language
English
Fluent
Work Experience
Customer Relations Assistant at Chinabank Corporation (Cebu City, Philippines) - Cebu-Ayala Branch
December 1, 2023 - January 1, 2026Opened new accounts (savings and investment products), closed accounts, and ensured standard operating procedures were followed. Handled daily customer transactions including payments, deposits, fund transfers, and account reconciliations with accuracy. Provided exceptional customer service, resolving issues promptly. Processed and verified financial documents such as payment requests, billing statements, and account records in compliance with bank policies.
Customer Relations Assistant at Chinabank Corporation (Cebu-Ayala Branch)
December 1, 2023 - January 1, 2026Responsible for opening of new accounts (savings and investment products), closing of accounts, and ensuring standard operating procedures are met. Handled daily customer transactions including payments, deposits, fund transfers, and account reconciliations with accuracy. Provided exceptional customer service and resolved inquiries promptly. Processed and verified financial documents such as payment requests and account records in compliance with bank policies.
Underwriting Intern at Sterling Insurance Company
January 1, 2022 - December 31, 2023Evaluated and analyzed insurance applications and renewal business to determine risk level and liability for property, casualty, and liability policies. Assessed risk profiles of clients and insured assets. Collaborated with agents, brokers, and other stakeholders to clarify information, negotiate policy terms, and provide customer support.
Customer Relations Assistant at Chinabank Corporation
December 1, 2023 - January 1, 2026Opened new accounts (savings and investment products), secured required documents, processed daily transactions (deposits, payments, fund transfers), and performed account reconciliations with accuracy. Delivered exceptional customer service, addressed client banking needs, and resolved issues promptly. Processed and verified financial documents in line with bank policies to ensure compliance.
Education
Senior High School - Accountancy, Business and Management at University of Cebu
January 1, 2017 - January 1, 2019Bachelor of Science in Business Administration, Major in Financial Management at University of Cebu
January 1, 2019 - January 1, 2023Senior High School at University of Cebu
January 1, 2017 - January 1, 2019Bachelor of Science in Business Administration Major in Financial Management at University of Cebu
January 1, 2019 - January 1, 2023Senior High School - Accountancy, Business and Management at University of Cebu, Cebu City, Philippines
January 1, 2017 - January 1, 2019Bachelor of Science in Business Administration Major in Financial Management at University of Cebu College
January 1, 2019 - January 1, 2023Qualifications
Underwriting Intern
January 1, 2022 - January 1, 2023Industry Experience
Financial Services, Professional Services, Other
Experience Level
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
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