Banking Client Services Professional | Operations Admin Support
Metro Manila
Get reliable, professional support for the tasks that keep your business moving. From customer service and administrative work to operations, documentation, data entry, research, and coordination, you can have someone who understands the importance of getting things done accurately and on time. With over 11 years of experience in banking and client services, you can expect attention to detail, clear communication, discretion, and dependable follow-through. Whether it is managing routine tasks, handling customer concerns, organising information, or coordinating with different teams, the focus is on making your day-to-day workload easier and keeping things on track. Less time spent on repetitive tasks. Fewer things falling through the cracks. More time for you to focus on your business.
BDO Unibank Inc, full_time
Jul 2023 to Present
Handle client inquiries via phone and email, providing high-touch support for Cash Management Services. Investigate service issues, perform root cause analysis, and coordinate with relevant teams for resolution. Manage service requests, follow-ups, and case tracking to ensure timely closure. Ensure accuracy of documentation and compliance with internal policies and service standards.
Bank of the Philippine Islands, full_time
Aug 2022 to Jul 2023
Prepared and executed test plans for web and mobile banking platform projects, ensuring adherence to agreed scope, quality, and timelines. Led and coordinated two testing teams (14 testers) and collaborated with IT, vendors, risk & compliance, and business teams to deliver technology solutions.
Australia and New Zealand Banking Group Limited, full_time
Sep 2020 to Jul 2022
Handled client inquiries, requests, and complaints related to foreign currency accounts and domestic and international payments for retail and institutional clients, ensuring compliance with ANZ institutional processes and standards.
Bank of the Philippine Islands, full_time
Jul 2018 to Jan 2020
Handled client inquiries, requests, and complaints related to foreign currency accounts and domestic and international payments for retail and institutional clients, ensuring compliance with ANZ institutional processes and standards.
Bank of the Philippine Islands, full_time
Dec 2013 to Jun 2018
Handled client inquiries, requests, and complaints across BPI’s retail banking products and services via hotline and outbound call endorsements from internal units.