Customer Service and Admin Support

Email communication is highly important in a financial sector. Every morning the first thing I do was to check emails. Read new email, look for the urgent ones, categorize and organize each mail so it is easy for those who have access to check which one will be prioritized.

With more than 10 years in a banking industry, meticulous attention to detail is paramount. Because we handle customers financial transactions, I prioritize accuracy in every data we acquire to ensure the integrity of sensitive client information, and of course financial details are very important to be handled without errors.

I am able to work in a company where we face customer every single day. I've been assisting clients with inquiries, complains, financial transactions, and we need to have conversations to get to know the client more as part of the bank processes upon opening new accounts.

I am personally using Google workspace. Everything I need to do and organize is on my Google Account.

My previous job requires me to give my full assistance to customers, achieving customers satisfaction to gain client's trust that will strengthens the company's good reputation and ensure its continued success.

I attended training for bookkeeping to be familiar with its accounting software so I will be able to help my client if the job requires me to do bookkeeping as part of my task. With years of experience in a banking industry, I already know financial transactions, I usually encounter transactions for accounts payables and receivables.

My previous company were already using CRM. I experience using CRM when processing new bank accounts.

Before I left my previous job, we are using Microsoft 365.