Ferlyn
CLIENT RELATIONSHIP MANAGER | LOAN & BANKING SPECIALIST | SALES SUPPORT PROFESSI
Overview
Looking for full-time work (8 hours/day)
at $5.82/hour ($1,120.00/month)
Bachelors degree
Last Active
June 26th, 2026 (today)
Member Since
May 27th, 2026
Profile Description
Results-driven sales and client support professional with 9 years of experience in banking, customer service, and admin operations. A top nationwide performer at Bank of the Philippine Islands (BPI), known for exceeding sales targets through needs-based, ethical selling and strong relationship building. Skilled in virtual client outreach, lead qualification, product education, CRM updates, and follow-through that strengthens long-term loyalty. Experienced in managing inquiries across multiple channels and systems while maintaining accuracy, confidentiality, and professionalism. Ready to bring my sales strengths, clear communication, and client-first mindset to remote teams seeking a dependable, high-converting performer.
Top Skills
Marketing » CRM » Salesforce
Experience: 2 - 5 years
Pipeline & Lead Management: Expertly navigated Salesforce to track, segment, and nurture high-value banking client leads from initial contact to closing. Data-Driven Sales Analysis: Utilized Salesforce customer profiles and interaction histories to identify cross-selling opportunities for business loans, personal loans, and wealth products. Cross-Platform Integration: Syncing Talkdesk and core financial data inside Salesforce to log real-time client communication, manage tasks, and maintain a seamless, organized sales pipeline.
Elite High-Ticket Sales Execution: Proven track record of managing and closing high-value pipelines, including a peak performance of ₱147M in Business Loans and ₱26.6M in Special Installment Plan (SIP) Loans in a single year. Consultative & Needs-Based Selling: Expert at evaluating complex corporate client profiles, reading financial needs, and matching them with strategic lending, asset financing, and wealth management portfolios. Virtual Pipeline & Lead Nurturing: Mastered the use of cloud-based technology (Salesforce CRM and Talkdesk) to safely source, track, and convert remote financial leads while maintaining a 100% compliance record. National Top Performer: Consistently ranked as the Top 1 and Top 2 Sales Producer Nationwide out of BPI’s massive network of over 1,200 branches.
Office and Administration » Client Relationship Management
Experience: 10+ years
Other Skills
Accounting » Financial Accounting
Experience: 5 - 10 years
Office and Administration » Microsoft Excel
Experience: 10+ years
Financial Data Analysis: Expert at utilizing Excel to audit complex accounts, reconcile daily General Ledger (GL) discrepancies, and consolidate multi-million data streams for corporate reporting. Advanced Functions & Formulas: Fluent in high-leverage data operations, including VLOOKUP, XLOOKUP, IF statements and Pivot Tables for rapid data sorting and cleanup. Pipeline & Portfolio Tracking: Engineered custom spreadsheets to track massive sales pipelines, monitor loan fulfillment stages, and evaluate Accounts Receivable (AR) Aging Reports. Data Integrity & Management: Experienced in handling bulk data migrations, identifying data anomalies, and formatting enterprise-level financial summaries with zero errors.
Basic Information
- Age
- 34
- Gender
- Female
- Website
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- Address
- Tests Taken
- DISC
- Dominance: 16%
- Influence: 20%
- Steadiness: 41%
- Compliance: 23%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
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