Accounting Bookkeeper

• Jul 2023 - Present

Relationship Manager (BDO Prime Wealth Management)

• Aug 2020 - Jan 2023

BDO Prime offers investment wealth management services to the Mass Affluent customer base of the Bank. Relationship Managers are mapped to customers for them to manage and deepen customer relationships with as a single point of contact for their investment needs. They will be directly responsible for interfacing and engaging with customers on a day -to -day basis as well as liaise with branches and other business units on customer referrals. Key activities include sales, customer service, and administration. Show less

Relationship Manager (Institutional Banking - Loans)

• Feb 2017 - Sep 2019

The job is focused on client relationship management and cross-selling activities to existing and prospective clients. Personally attends to matters related to lending and other banking activities for financial analysis and further referral to higher management.

Management Trainee

• Jul 2016 - Feb 2017

The Junior Executive Development Institute (JEDI) program, the Management Trainee of Philippine National Bank, is a six-month (6) intensive leadership and management development program and comprehensive training designed to develop the overall preparedness and technical competencies of the Bank’s future officers. It also aims to ensure a reserve corps of high potential personnel who are adequately trained to assume greater responsibilities in the Bank.

Intern

• Nov 2015 - Feb 2016

On-The-Job Training On-The-Job Training