Meldin Ancheta
Financial Sales Associate at Manulife China Bank Life Insurance Corporation- Claim this Profile
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English Professional working proficiency
Topline Score
Bio
Credentials
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Certified Insurance Consultant License (Life & Health), Individual
Manulife China Bank Life Insurance Corporation -
UITF certified sales personnel
Metropolitan Bank and Trust Company
Experience
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Manulife China Bank Life Insurance Corporation
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Insurance
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100 - 200 Employee
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Financial Sales Associate
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Feb 2019 - May 2019
My role is to help and share to clients ways to grow and diversify their funds in achieving long term goals. To explore options in ensuring that clients family is fully protected no matter what happens and to make their money work for them as time grows. My role is to help and share to clients ways to grow and diversify their funds in achieving long term goals. To explore options in ensuring that clients family is fully protected no matter what happens and to make their money work for them as time grows.
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Metropolitan Bank and Trust Company
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United States
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Banking
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1 - 100 Employee
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Customer Service representative New Accounts
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Apr 2006 - Mar 2018
* Responsible for processing of applications for opening of Current Account / Savings Account (CA/ SA) accounts. * Accepts initial deposit for newly opened deposit placements. * Handles Unit Investment Trust Fund transactions, issuance of Certification of participation (COP) to the customer , encoding and prepares documents / reports and coordinates with the Trust Department. * Process renewal / roll-over and termination of various deposit placements. * Processes closing of savings and demand deposit (peso/ foreign currency). * Reactivates dormant accounts. * Handles sale/ stop payment / cancellation / refund / replacement of Cashier’s check. * Handling of Safety Deposit Boxes (SDB). * Processes checkbook requisitions/ re-order. Processes applications of customers Electronic Banking. Issues passbooks / Electronic Teller (E. T.) cards. * Handles captured / lost / replacement of E.T. Cards and request of forgotten / lost PIN Mailers. * Accepts and processes government collections under the deposit collection agreement ( BIR/ SSS / Philhealth /Pag-ibig). * Processes customers’ applications for Automatic Transfer Arrangement (ATA) enrolment to Automatic Debit Arrangement (ATDA). * Prepares / issues Bank Certifications. Update the Signature Verification System. * Renders assistance in tellering, clearing, fund transfers and remittance services. * Handles foreign currency deposits and foreign currency time deposits. * Accepts and processes applications for local and foreign telegraphic transfers. * Sells the Bank’s and its subsidiaries’ products and services like insurance from Philippine Axa and Metrobank credit card. * Performs other related functions that may be assigned from time to time. * Enhance the customer experience by providing good quality assistance and in-depth product knowledge. *Educate customers and recommend products that meets their specific needs and risk appetite in Unit investments trust funds. *Help client in applying Car Loan and Housing Loan. Show less
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Education
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2002 - 2006
Colegio de San Juan de Letran
Bachelor of Science in Business Administration, Management -
Pamantasan ng Lungsod ng Maynila
Master of Business Administration - MBA
Community
