Rose Ann Tumbaga
Financial Services Representative at PAY2DAY Inc.- Claim this Profile
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Bio
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Experience
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PAY2DAY Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Financial Services Representative
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Jan 2023 - Present
- Cash handling/teller responsibilities - Opening / closing the branch - Reviewing applicants / completing financial risk assessment to determine approvals - Responding to client inquiries/information requests by both in-store and virtual clients - Collaborate with various departments to maximize profit while focusing on exceptional customer service and sales - Focusing on client retention - Marketing / growing the business - Cash handling/teller responsibilities - Opening / closing the branch - Reviewing applicants / completing financial risk assessment to determine approvals - Responding to client inquiries/information requests by both in-store and virtual clients - Collaborate with various departments to maximize profit while focusing on exceptional customer service and sales - Focusing on client retention - Marketing / growing the business
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Dubai Islamic Bank
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United Arab Emirates
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Banking
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700 & Above Employee
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Senior Sales Advisor
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Apr 2016 - Aug 2022
-Skilfully manage customer expectations by actively listening to financial needs and issues and recommending practical solutions. -Maintain customer rapport by listening and resolving concerns. -Provide BALANCE TRANSFER, CASH ON CARD, EASY PAYMENT and FULL BALANCE CONVERTION to existing bank customers. -Handle high call volumes with accuracy and efficiency for optimum productivity. -Maintain accurate knowledge of bank's products to provide informative customer advice. -Use expert sales and negotiation skills to secure high-value bookings, providing excellent customer care throughout. -Continually update customer databases, ensuring compliance with bank regulations. -Achieve daily performance targets, aiding department progression towards sales goals. *Consistent top 10 caller on the floor with an average calls of 150 - 200 customers on a daily basis. Show less
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Citi
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Mexico
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IT Services and IT Consulting
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100 - 200 Employee
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Relationship Officer
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Jun 2013 - Dec 2015
-Cross sell Credit Cards and Personal Loans -Generate new customer leads through cold calling, networking and company listings -Set up meetings with potentials clients and listen to their needs and concerns -Achieve monthly sales targets, assigned for various products and services -Perform an extra due diligence while gathering applications and ensure that bank's standard operating procedures are properly implemented to avoid any conflict. -Maintaining updated knowledge of bank products and processes and thereby communicating the same to the customers. Show less
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Education
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Our Lady of Fatima University
Bachelor of Science - BS, Psychology -
Mohawk College
Business and Personal/Financial Services Marketing Operations -
Mohawk College
Diploma of Education, Business and Personal/Financial Services Marketing Operations