
• Processed various banking transactions, including deposits, withdrawals, and payments
• Managed and maintained existing customer relationships, cross-selling and upselling BPI products ano services.
• Generated new business leads and met or exceeded sales targets.
• Provided exceptional customer service and resolved client concerns.
• Ensured compliance with banking regulations and procedures.
• Identified customer financial needs and recommended suitable banking solutions.
• Conducted verification of customer information and transaction documents to prevent fraud and ensure compliance.
• Performed cash balancing and reconciliation duties while ensuring transaction accuracy.
• Assisted clients with account opening, account maintenance, and product enrollment.