Ivy Mildred Vicente

About

I have 9 years and 5 months of experience in the banking industry. I hold a bachelor’s degree in Business Management. Statistics, accounting, economics, portfolio management and business are just to name a few of the subjects that we delved into when I studied at the Ateneo de Zamboanga University. The four-year course paved the way for me to be well versed in finance, banking, and accounting which were crucial in the responsibilities I had as a banker at the Philippine Bank of Communications. In that position, I was responsible for providing account services such as, but not limited to, depositing checks and cash, withdrawing cash, encashing checks, taking check orders, keeping detailed records of transactions as well as opening and closing accounts. Having that responsibility honed my being detail-oriented and staying up to date on all bank policies and procedures and especially in providing excellent customer service. As an experienced professional, I learned time management, organization, communication skills, along with basic office and professional office skills. In addition, I can adapt to different situations as well as my strong communication and interpersonal skills enable me to work efficiently and effectively, I am confident that I can excel at your company if given a chance.

Experience

Philippine Bank of Communications

Nov 2017 – Nov 2018

Zamboanga City, Philippines

Acting Branch Control Officer

a. Directly supervises daily activities in cashiering, tellering, time deposits and ATM operations b. Acts as the custodian of the peso and foreign currencies of the branch c. Handles ATM Management and outward clearing items d. Supports the sales force of the branch by handling operational procedures of account generation and management e. Support the process for account opening and validation in system as effective as possible. Making sure documents submitted by front officers are accurate and valid. Take action to follow up in case provided documents are not complete. f. Upload the specimen signature form, signed by proper discretionary holder(s) on timely manner. g. Contribute to efficient delivery of customer requests, including, issuance of cheque books, cheque activation, bank confirmation (i.e., scheduled account statement printing…), etc. h. Maintain a proper control of sales kits and stock for passbook, TD certificate, pre-encoded cheque books, brochures, etc., take action to report and request for the new stock as necessary. i. Support and handle complex customer’s issues in supporting sales area while executing excellent customer service principles. j. Maintains cooperative and productive work atmosphere, including “speak-up culture” within the branch. k. Assist BM on other operational tasks as assigned by BM.

Philippine Bank of Communications

Sep 2012 – Nov 2017

Zamboanga City, Philippines

New Accounts

a. Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities. b. Compile information about new accounts, enter account information into computers, and file related forms or other documents. c. Refer customers to appropriate bank personnel in order to meet their financial needs. d. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes. e. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. f. Collect and record customer deposits and fees, and issue receipts using computers. g. Investigate and correct errors upon customers' request, according to customer and bank records. h. Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults. i. Obtain credit records from reporting agencies. j. Perform teller duties as required. k. Duplicate records for distribution to branch offices. l. Perform foreign currency transactions and sell traveler's checks.

One Network Bank

Jun 2009 – Sep 2012

Zamboanga City, Philippines

Bank Teller/ Pick up Teller/ New Accounts

a. Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. b. Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. c. Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative. d. Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures. e. Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency. f. Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof. g. Maintains customer confidence and protects bank operations by keeping information confidential. h. Contributes to team effort by accomplishing related results as needed.

Education

Ateneo de Zamboanga University

Jun 2005 – Mar 2009

Bachelor of Science in Business Management, Business Management

Ivy Mildred Vicente

Skills

Languages