Responsible Relationship Officer, passionate about delivering outstanding quality and service. Offering 6 years of experience in industry with history of recognition for performance.
Overview
8
8
years of professional experience
Work History
Relationship Officer
Citibank
10.2023 - Current
Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Senior Bancassurance Sales Executive
Bank of the Philippine Islands AIA Life Assurance
05.2018 - 06.2023
Tasked with offering financial planning services to clients.
Retained clients and obtained referrals by promptly resolving customer complaints and elevating service quality.
Contacted customers to set-up appointments, monitor satisfaction levels and upsell additional offerings.
Administrative Officer
Bank of the Philippine Islands-AIA Life Assurance
07.2017 - 03.2018
Offered high levels of administrative support to managers, ensuring smooth running of company operations.
Coordinated communications between various departments to schedule meetings.
Customer Service Representative
TeleTech Philippines
03.2016 - 02.2017
Responded to customer requests for products, services, and company information.
Answered customer telephone calls promptly to avoid on-hold wait times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Bachelor of Science - Psychology
Far Easter University
Manila, Philippines
2016
Bachelor of Science - Biology
St. Paul University of Iloilo
Iloilo City, Philippines
2012
Skills
Upselling expertise
Banking ethics
Objection Handling
Microsoft Office expertise
Operations management
Client Retention
Accomplishments
2018 Stellar Awardee
2019 Alpha Awardee
2021 Foreign Trip Incentive Qualifier for Singapore
2021 Alpha Awardee
2022 MDRT Quarterly Qualifier
Timeline
Relationship Officer
Citibank
10.2023 - Current
Senior Bancassurance Sales Executive
Bank of the Philippine Islands AIA Life Assurance
05.2018 - 06.2023
Administrative Officer
Bank of the Philippine Islands-AIA Life Assurance
07.2017 - 03.2018
Customer Service Representative
TeleTech Philippines
03.2016 - 02.2017
Bachelor of Science - Psychology
Far Easter University
Bachelor of Science - Biology
St. Paul University of Iloilo
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