Maryjane Ubongen
Manager/Branch Head at Producers Savings Bank Corporation- Claim this Profile
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Bio
Credentials
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Excel 2016 Essential Training
LinkedInMay, 2022- Oct, 2024 -
Excel 2016: Advanced Formulas and Functions
LinkedInApr, 2022- Oct, 2024 -
QuickBooks Desktop: Tips and Tricks
LinkedInApr, 2022- Oct, 2024 -
QuickBooks Certified User
Virtual Assistant Training PhilippinesDec, 2021- Oct, 2024
Experience
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Producers Savings Bank Corporation
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Banking
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200 - 300 Employee
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Manager/Branch Head
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Mar 2023 - Present
with 23 Years experience in banking, accounting & customer Service-17 Years experience as Bank Manager/Branch Operations Head-7 Years in Bookkeeping & AccountingBasic Roles:Performing Customer Service by assisting/entertaining clients for different queries and address customer satisfaction issues promptlyOversee & direct all operational aspects including distribution operations, human resources, administration, and salesAssess local market conditions and identify current and prospective sales opportunitiesDevelop forecasts, financial objectives, and business plansManage budget and allocate funds appropriatelyBring out the best of branch’s personnel by providing training, coaching, development, and motivationLocate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunitiesAdhere to high ethical standards, and comply with all regulations/applicable lawsNetwork to improve the presence and reputation of the branch and companyStay abreast of competing markets and provide reports on market movement and penetrationSee to it that the target for Loans, Deposit & Income of the branch are met. Show less
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Manager/Branch Head
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Jan 2006 - Mar 2023
Basic Roles:Performing Customer Service by assisting/entertaining clients for different queries and address customer satisfaction issues promptlyOversee & direct all operational aspects including distribution operations, human resources, administration, and salesAssess local market conditions and identify current and prospective sales opportunitiesDevelop forecasts, financial objectives, and business plansManage budget and allocate funds appropriatelyBring out the best of branch’s personnel by providing training, coaching, development, and motivationLocate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunitiesAdhere to high ethical standards, and comply with all regulations/applicable lawsNetwork to improve the presence and reputation of the branch and companyStay abreast of competing markets and provide reports on market movement and penetrationSee to it that the target for Loans, Deposit & Income of the branch are met. Show less
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Accountant/Branch Operations Manager
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May 2004 - Jan 2006
Performing Customer Service by assisting/entertaining clients for different queries such as; requirement in opening an account, interest rates and loan applications (business, housing, school facility, auto, personal, agricultural) and address customer satisfaction issues promptlyAct as a Branch Head in case of his/her absence.Performs as a reliever of Branch Head (Act as a Branch Head in his/her absence), reliever of Branch Cashier, credit and control, financials and administrative, branch support, compliance and control, sales and marketing to ensure prompt and efficient service delivery in compliance with service standards of the BankConducts spot-checking on lean branches, surprise count of CIV, ATM-CIV, and Teller’s Cash COCI, and monthly count of accountable forms to ensure compliance and adherence to prescribed policies and procedures, internal controls, regulatory provisions of government and private agenciesMonitors overall day to day operations following policies and procedures to ensure that no operational lapses/exceptions in any branch Show less
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Accountant
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Jan 2003 - May 2004
Acts as the control and compliance officer of the branch, responsible for the maintenance of books of accounts, preparation, and timely submission of required reports in accordance with the prescribed policies and procedures.Check Daily, weekly, monthly transactions, Reconcile Due from Head Office transactions and other accounting related jobsConducts spot-checking on lean branches, surprise count of CIV, ATM-CIV, and Teller’s Cash & COCI, and monthly count of accountable forms to ensure compliance and adherence to prescribed policies and procedures, internal controls, regulatory provisions of government and private agencies.Do other tasks like marketing & bookings of basic products & services. Show less
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Mercury Funding Source
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New York, New York, United States
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Assistant Bookkeeper
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Feb 2023 - Mar 2023
-Data entry -Managing HubSpot (CRM) -Google Sheet Management -Data entry -Managing HubSpot (CRM) -Google Sheet Management
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BAS
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40 Wall St Suite 3100, New York, NY 10005, United States
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Bookkeeper
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Apr 2022 - Mar 2023
. Data entry/Microsoft Excel . QuickBooks Management . Creating, posting journal entries . Bank Reconciliation . Other bookkeeping tasks . Data entry/Microsoft Excel . QuickBooks Management . Creating, posting journal entries . Bank Reconciliation . Other bookkeeping tasks
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Accountant
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Aug 2002 - Dec 2002
Acts as the control and compliance officer of the branch, responsible for the maintenance of books of accounts, preparation and timely submission of required reports in accordance with the prescribed policies and procedures.Conducts spot-checking on lean branches, surprise count of CIV, ATM-CIV, and Teller’s Cash & COCI, and monthly count of accountable forms to ensure compliance and adherence to prescribed policies and procedures, internal controls, regulatory provisions of government and private agenciesCheck Daily, weekly, monthly transactions, Reconcile Due from Head Office transactions and other accounting related jobs.Prepare Payroll of the branchRemit SSS, Pag-ibig & Loan payment to proper agencies. Show less
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Cashier
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Jun 2000 - Aug 2002
Acts as a Branch Head in his/her absencePerforming Customer Service by assisting/entertaining clients for different queries such as; requirement in opening an account, interest rates and loan applications (business, housing, school facility, auto, personal, agricultural) and address customer satisfaction issues promptlyReceived cash & C.O.C.I. from teller for safekeep & deposit excess cash & C.O.C.I to depository bank.Prepares cash disbursement voucher for release by the teller.Prepares Time Deposit Certificate.Responsible for the preparation of payment for Utility Bills, SSS & Pag-ibig remittance.Responsible for processing cash, debit, credit, and check transactions.Vault custodian & other important documents Show less
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Bookkeeper
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Feb 2000 - Jun 2000
Acts as the control and compliance officer of the branch, responsible for the maintenance of books of accounts, preparation, and timely submission of required reports in accordance with the prescribed policies and procedures.Assists Accountant to check Daily, weekly, monthly transactions & reconcile due to/from head office to other branchesConducts spot-checking on lean branches, surprise count of CIV, ATM-CIV, and Teller’s Cash & COCI, and monthly count of accountable forms to ensure compliance and adherence to prescribed policies and procedures, internal controls, regulatory provisions of government and private agenciesAssists accountant to prepare remittance to SSS, Pagibig & Loan payment to proper agencies and in charge of Withholding tax remittance.Time Deposit custodian. Prepares computation of monthly accrued interest & posting to the client’s ledger. Show less
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Audit Staff
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Jun 1999 - Jul 1999
Assist Head of Audit to prepare an Audit Report Help Head of Audit to prepare necessary records on the result of audit conducted Make inquiries to management & employee concern Comply with Auditing Standards Reporting of fraud to the audit head Assistance in an investigation to support audit findings Assist Head of Audit to prepare an Audit Report Help Head of Audit to prepare necessary records on the result of audit conducted Make inquiries to management & employee concern Comply with Auditing Standards Reporting of fraud to the audit head Assistance in an investigation to support audit findings
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Education
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1995 - 1999
University of Northeastern Philippines
Bachelor of Science in Accountancy, Accounting
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