Dynamic Branch Service and Control Officer at Philippine Savings Bank with expertise in branch banking operations and customer relationship management. Proven track record in enhancing operational efficiency and compliance, while fostering team collaboration. Skilled in financial risk management and audit preparation, ensuring high standards of service delivery and customer satisfaction.
Primarily accountable on the overall effective branch operations, supervising the daily operations of the branch (processing of new accounts opening, cash operations, check clearing, loans processing, sundries, customer service handling, as well as sales , cross selling and lead generations of various products and services) ensuring fast and accurate delivery of services and compliance with the established policies and regulations of the bank.
Ensures timely submission of daily, monthly, quarterly reports as well as incident reports to the concerned units.
Provides subordinates with continuous orientation of their respective duties and responsibilities ; disseminates and discusses policies and procedures, and ensures ethical behaviour, professional conduct and quality of interaction to customers are maintained.
Actively participates in the Bank's sustainable finance-related activities and performs functions as assigned to help achieve sustainability goals of the bank.
Ensures resolution of customer queries and complaints as well as unresolved branch audit findings.
Experienced and trained Universal Customer Service Associate (rotationally as New Accounts Clerk, Teller and Loans Processor as needed) tasked to entertain client queries, providing information on bank products and services to clients.
Processed opening of account, cash and check transactions, term placements and / or terminations, loan documentations , and other tasks as assigned by superiors - ensuring compliance to the existing policies and procedures as well as AMLA provisions, entailing thorough review on client's documents presented to the bank such as but not limited to signature and document verification and post review documentations.
Co-custodian for cash and non-cash accountabilities, branch security keys and access, safekeeping of collaterals and other legal and loan documents.