Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Work Availability
Timeline
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Jose Paolo Montañano

Jose Paolo Montañano

Dubai,United Arab Emirates

Summary

Customer-orientated, strategic-thinking Banking Professional with over 11 years of experience offering exceptional communication and relationship-building abilities to ensure remarkable level of service and customer satisfaction. Multi-tasking and self-motivated with expertise in expanding network connections and persuasively introducing new banking products to increase overall growth of retail banking assets.

Overview

12
12
years of professional experience

Work History

Senior Personal Banking Advisor-Retail Banking

Emirates NBD PJSC
Dubai , United Arab Emirates
11.2015 - 12.2023

Al Qusais Branch Branch - Dubai, UAE (November 2015 - February 2016)

Emirates Airlines HQ Branch - Dubai, UAE (March 2016 - February 2017)

Sahara Mall Branch - Sharjah, UAE (March 2017 - June 2022)

Sharjah Main Branch - Sharjah, UAE (July 2022 - December 2023)

  • Increasing market share of asset products and acquire more New To Bank (NTB) customers and function in line with Emirates NBD Group's overall business strategy
  • Bringing new companies to bank's approve list of employers & capitalize on these relationships to increase overall penetration of retail banking products
  • Managing customer bank accounts, including opening and closing accounts and monitoring financial transactions
  • Build long-term relationships with customers to understand their financial needs while providing suggestions regarding products and services
  • Help customers bank more efficiently using web, mobile, and ATM banking
  • Resolving client complaints and queries about accounts and banking services
  • Researched financial products thoroughly to provide thorough, reliable client guidance.

Senior Relationship Officer - Card Sales

Dubai First
Dubai , United Arab Emirates
11.2014 - 10.2015
  • Present and sell financial products to ensure optimal level of customer services through various field sales and sales calls.
  • Manage selling of various products in professional manner and monitor all customer queries and ensure timely response to all issues.
  • Coordinate with customers and provide various company promotions and offers, services and detail quote for all required information.
  • Maintain and update knowledge on all company products and services
  • Maintain knowledge on all competitor products and services and analyze all advantages and disadvantages for various products and ensure optimal utilization of all sales tools and resources.

Telesales Executive - Retail Banking

Mashreq Bank PSC
Dubai , United Arab Emirates
03.2012 - 04.2014
  • Makes outbound calls and answer incoming telephone calls, in-person visits and presentations to existing and prospective customers.
  • Influences customers to apply or retain product or services by following prepared sales script to give product reference information.
  • Document transactions by completing application forms, record call logs and maintains database by entering, verifying and backing up data.
  • Creates and manages customer's value plan for existing customers highlighting profile, share and value opportunities.
  • Supplies management with call reports and MS Excel reports on customer needs, problems, interests, competitive activities, and potential for new products and services.

Education

Bachelor's degree - Marketing Management

University of Batangas
Batangas City, Philippines
06/2004 - 03/2010

Skills

  • In-depth understanding of personal banking rules and regulations
  • Excellent customer service and sales skills
  • Expert knowledge of banking and financial products and services
  • Working knowledge of banking software and other industry-specific tools
  • Excellent verbal and written communication skills
  • Negotiation skills
  • Ability to remain calm in stressful situations
  • Strong administration skills

Languages

English
Fluent
Tagalog - Filipino
Native

Accomplishments

    Emirates NBD Retail Distribution - GEM Awardee

    2017 - Sales Excellence in Quarter 4

    2018 - Sales Excellence in Quarter 3

    2019 - Sales Excellence in Quarter 1, 2 and 4

    2020 - Sales Excellence in Quarter 1 and 4

    2021 - Sales Excellence in Qaurter 1 and 3

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Senior Personal Banking Advisor-Retail Banking

Emirates NBD PJSC
11.2015 - 12.2023

Senior Relationship Officer - Card Sales

Dubai First
11.2014 - 10.2015

Telesales Executive - Retail Banking

Mashreq Bank PSC
03.2012 - 04.2014

Bachelor's degree - Marketing Management

University of Batangas
06/2004 - 03/2010
Jose Paolo Montañano