Jenny Marie Sergio
Pearl City,HI
Summary
Solution-oriented administrative and finance officer, managing Branch' daily operations with 20 years experience known for improving customer satisfaction by providing professional financial solutions based on the clients' needs backed up by solid knowledge of banking procedures.
Overview
21
21
years of professional experience
Work History
Assistant Branch Head
AFPSLAI Bonifacio Branch
Taguig City, Philippines
10.2020 - 06.2024
- Managed and monitored branch operations to ensure compliance with applicable policies and procedures.
- Coordinated daily activities of branch staff members to maximize efficiency and productivity.
- Reviewed loan applications for accuracy and completeness prior to submission for processing.
- Provided guidance on complex customer inquiries or transactions requiring specialized knowledge.
- Resolved customer complaints quickly and efficiently while maintaining high levels of professionalism.
Marketing Specialist
AFPSLAI
Taguig City, Philippines
05.2016 - 10.2020
- Managed the planning and execution of information drives, membership generation, and loans caravans resulting in the attainment of the loan quota.
- Analyzed customer segmentation data to develop marketing strategies tailored to specific branch of service to increase product awareness
- Developed partnerships with stakeholders and partner agencies for new members acquisition
Branch Teller
AFPSLAI Bonifacio Branch
Taguig City, Philippines
03.2013 - 05.2016
- Processed deposits, withdrawals, transfers, loan payments, and checks releasing accurately and efficiently.
- Maintained accurate records of transactions and a balanced cash drawer with zero discrepancies at all times.
- Provided excellent customer service to all customers by answering inquiries and resolving any issues.
Executive Secretary
Office of the Executive Vice President - AFPSLAI
Quezon City, Philippines
01.2011 - 03.2013
- Managed calendar of appointments for the Executive Vice President; scheduled appointments with internal and external contacts.
- Provided general administrative support, such as answering phone calls, preparation of presentations, and other documents needed by the EVP.
Administrative Assistant
Office of the Chairman - AFPSLAI
Quezon City, Philippines
10.2009 - 12.2010
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Teller
Zamboanga Branch - AFPSLAI
Zamboanga City, Philippines
10.2003 - 10.2009
Education
MBA - Business Management
Asia Pacific College
Makati City, Philippines06-2020
Bachelor of Science - Accounting
Ateneo De Zamboanga University
Zamboanga City, Philippines03-2002
Skills
- Exceptional Customer Service
- Branch Operations Management
- Effective communication skills and Influence
- Time Management
- Coaching, Mentoring and collaboration
- Decision making and conflict resolution
Accomplishments
- Finalist for Outstanding Supervisor of the Year 2022
- Commendation for Client Satisfaction
- Various Certificate of Appreciation for stakeholders' engagements
Timeline
Assistant Branch Head
AFPSLAI Bonifacio Branch
10.2020 - 06.2024
Marketing Specialist
AFPSLAI
05.2016 - 10.2020
Branch Teller
AFPSLAI Bonifacio Branch
03.2013 - 05.2016
Executive Secretary
Office of the Executive Vice President - AFPSLAI
01.2011 - 03.2013
Administrative Assistant
Office of the Chairman - AFPSLAI
10.2009 - 12.2010
Teller
Zamboanga Branch - AFPSLAI
10.2003 - 10.2009
MBA - Business Management
Asia Pacific College
Bachelor of Science - Accounting
Ateneo De Zamboanga University
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