Michelle Kimberly Mae Delfin Mata, CFMP
Market Assistant at St. Jacobs Market District- Claim this Profile
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English Limited working proficiency
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Filipino Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Financial Marketing Professional (CFMP)
Bloomberg LPDec, 2017- Nov, 2024
Experience
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St. Jacobs Market District
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Retail
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1 - 100 Employee
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Market Assistant
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May 2023 - Present
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Homewood Suites by Hilton
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Hospitality
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700 & Above Employee
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Food And Beverage Attendant
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Oct 2022 - Present
Duties and Responsibilities Greeting and assisting the guests that arrive for breakfast. Prepare and set out all hot and cold food before the breakfast buffet starts. Refilling and restocking foods in the breakfast buffet. Building rapport with the guest and answering their inquiries. Keeping all the tables, chairs, and breakfast area clean at all times. Duties and Responsibilities Greeting and assisting the guests that arrive for breakfast. Prepare and set out all hot and cold food before the breakfast buffet starts. Refilling and restocking foods in the breakfast buffet. Building rapport with the guest and answering their inquiries. Keeping all the tables, chairs, and breakfast area clean at all times.
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RCBC
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Banking
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700 & Above Employee
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Digital Service Officer
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Aug 2020 - Sep 2022
Duties and Responsibilities
Role: Checker in New to Bank (NTB) - new digital platform of the bank.
- Responsible in assessing each clients' online account opening application through the submitted information, valid ID, and photo in the new to bank (NTB) platform of the bank.
- Sending follow up emails to clients' for documents, ID, and/or information to be submitted.
- Approving and rejecting applications according to the bank's regulations.
- Guiding and teaching the maker the proper way of processing each application of the clients.
- Assessing the applications processed by the makers in the platform.
Role: Maker in Bank From Home (BFH) - first digital platform of the bank
- Setting up interview and collating documents of clients who wanted to open their accounts online.
- Sending emails to client to follow up documents and answering to all their inquires and concerns through email.
- Reviewing every documents and IDs submitted by clients to be true and accurate.
- Interviewing each client using zoom to know more about their details.
- Identifying if the client is legit and answering each questions genuinely.
- Comparing details given by the client in the documents submitted and during the zoom interview while knowing the client's true intention in opening a bank account.
- Creating profile and opening the account of the successful clients who passed the bank's criteria in opening an account online.
- Ensuring all of the inputted data of client in the system is accurate and matched the details in the documents submitted by the client.
- Uploading documents submitted and video recording during the interview and making sure they are accessible and accurate for the banks' profiling.
- Adhering to clients' concerns and inquiries regarding their bank accounts and other bank related products.
- Cross selling of the bank's products during the video call interview. Show less -
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Service Associate
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Jun 2018 - Aug 2020
Duties and Responsibilities- Responsible in attending to every clients' banking request and inquiries and establishing credibility by providing accurate response to clients' concerns regarding their accounts and other bank products.- Processing banking transactions of clients by receiving deposits and withdrawals in cash and/or checks, bills payment, demand draft, telegraphic transfer, other bank related transactions.- Serves as the alternate Main Vault custodian as the Senior Teller in the branch in the absence of the Branch Manager.- Cross selling of the other bank products to the clients by answering queries and offering them new bank products.- Ensure day to day transactions are balance in the cash drawers of each teller of the branch and reconciling discrepancy if there is any.- Packaging cash and coins to be stored in the cash drawers or mainly in the vault.- Loading and unloading of cash in the Automated Teller Machine (ATM) of the branch and ensuring that it is equal and balance in the system record and ATM itself.- Uploading in the system and storing information of every client's transaction in day to day basis and ensuring all of them are accurate.- Maintaining a clean and organized work area and professional appearance at all times.- Make sure that all the bank's financial and security regulations and rules are followed. Show less
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Institute for Labor Studies - DOLE
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Philippines
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Intern
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Nov 2017 - Feb 2018
Duties and Responsibilities - Answering calls and inquiries in the Financial Administrative Department (FAD). - Reconciling all reimbursement requests and receipts for audit purposes. - Routing of documents from one department to the other. - Ensuring all of the receipts are accurate in the accounting book log. - Preparing and arranging all the book of accounts for Commission on Audit (COA) checking. - Maintaining a good and clean work place. Duties and Responsibilities - Answering calls and inquiries in the Financial Administrative Department (FAD). - Reconciling all reimbursement requests and receipts for audit purposes. - Routing of documents from one department to the other. - Ensuring all of the receipts are accurate in the accounting book log. - Preparing and arranging all the book of accounts for Commission on Audit (COA) checking. - Maintaining a good and clean work place.
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Education
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Conestoga College
Global Hospitality Management, Hospitality Administration/Management -
Colegio de San Juan de Letran
Bachelor of Science in Business Administration, Major in Financial Management