Jemeny D. Velasco

1. Prospecting and Business Development:

• Identifying and reaching out to potential business prospects to promote bank products and services.
• Building and maintaining relationships with new and existing clients to foster long-term business partnerships.
• Achieving and exceeding assigned weekly goals for customer acquisitions and sales targets.

2. Customer Transactions and Account Management:

• Handling various customer transactions, including deposits, withdrawals, wire transfers, and other account-related activities.
• Assisting customers with inquiries regarding their accounts and resolving any issues promptly.

3. Branch Operations and Cash Management:

• Ensuring the accurate balancing of the branch's overall cash flow, including monitoring and counting cash in the vault and teller drawers.
• Assisting tellers in resolving discrepancies and providing support to ensure smooth branch operations.

4. Customer Service Excellence:

• Delivering excellent customer service by addressing customer needs and providing tailored solutions.
• Conducting regular follow-ups with clients to ensure satisfaction and identifying additional service opportunities.

5. Compliance and Risk Management:

• Ensuring all transactions comply with bank policies and regulatory requirements.
• Monitor and report any suspicious activities in accordance with regulations and bank policies

• Assisted with check-in and check-out procedures for guests.
• Resolved customer complaints promptly and courteously.
• Scheduled reservations for groups and special events.
• Ensured that all safety regulations were followed according to company standards.
• Greeted customers in a professional and friendly manner.
• Answered phones, responded to inquiries, and took messages.

• Performed monthly inventory checks to ensure all products are on stock
• Managed daily workflow and scheduled staff for adequate coverage.
• Verified that cash drawers contained correct amounts of money during opening and closing shifts.
• Provided excellent customer service and resolved complaints promptly and professionally.