NERFE SALVADOR
Arlington
Summary
Experienced with team leadership, operational management, and customer service excellence. Utilizes strategic planning and problem-solving skills to enhance team productivity and service quality. Track record of fostering collaborative and adaptable workplace.
Overview
10
10
years of professional experience
Work History
ASSISTANT MANAGER
BPI (Bank of the Philippine Islands)
06.2022 - 02.2026
- The Assistant Business Manager (ABM) is responsible for the overall management of the branch operations and delivery of competent and timely service to all customer segments; consistent with the Bank’s business objectives; internal policies and procedures; controls and regulatory standards.
- Responsibilities:
- Maintaining customer accounts
- Attending emails
- Processing customer adjustments
- Making product recommendations
- Overseeing a team of customer service representatives
- Reaching out to customers via email and telephone
- Ensuring customers are satisfied with their purchases or service
- Assisting customers in placing orders, fulfilling refunds, and handling exchanges
- Overseeing product recalls
- Organize company events
- Handling of team meetings
- Administrative support (managed calendars of the team, scheduled appointments, and coordinates meetings for stakeholders).
- Responding to customer reviews and complaints
- Bookkeeping Assistance (maintaining accurate financial records and reconciled transactions).
- Client Relationship Management (managed and maintained relationships with individual and corporate clients requiring foreign exchange services.
- Provide advisory on foreign exchange products and services tailored to client needs.
- Ensure client satisfaction through prompt and professional service delivery.
- Maintained strict documents and audit trails for all transactions.
- Account Servicing & Support
- Handling of Foreign Currency
- Led cross-functional teams to enhance customer service quality and operational efficiency.
- Developed and implemented training programs for new staff, fostering skill development and knowledge retention.
- Analyzed branch performance metrics, identifying areas for improvement to optimize service delivery.
- Streamlined processes by introducing innovative solutions, reducing turnaround times for customer transactions.
- Coordinated with senior management to align team objectives with organizational goals and strategies.
- Managed daily operations, ensuring compliance with banking regulations and internal policies.
- Mentored junior staff, promoting a collaborative environment that encourages professional growth and development.
- Facilitated communication between departments to enhance workflow and resolve customer inquiries effectively.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Service Officer
BDO Network Bank
02.2020 - 06.2022
- Responsible for overseeing the daily operations of tillering, cashiering, ATM operations and cash transfer operations of the branch. Ensures prompt and efficient service delivery in compliance with the bank’s service standards and internal control.
- Approves service transactions and elevates to the next higher approval is required.
- Ensures that counters for cash services are properly staffed.
- Consistently accomplishes all the necessary reports accurately and timely for the management and provides recommendations for policy improvement.
- Handles client concerns and sees to it that they are acknowledged and addressed/resolved immediately accordance with the bank’s service standards.
- Responsible for the verification of all details of transactions, client documents and information, approval requirements and other related transactions pertaining to cash services and cash transfer activities.
Universal Banker
Eastwest Banking Corporation (EWBC)
10.2015 - 02.2020
- Creating Sales of the different products of the Bank
- Working closely with the marketing department regarding the creation of interest about the product
- Selling the product quickly and efficiently
- Provide good after sales service
- Meet the target set by the company
- Look into the complaints made by the clients as they help in improving the overall product
- Advises clients on what is the best product suited for them
- Maintain the various accounts books and ensure accuracy within the contents
- Prepare monthly reports giving status details on every account
- File the support documents for reference
- Service Associate: (June 16, 2017 – April 15, 2018)
- Keep a record of the several transactions processed by the bank on a daily basis by posting accurate entries
- Handle the transaction counter and process their transactions
- Respond to customer queries to inform them about the status of their transactions
- Sales Associate/New Accounts: (April 18, 2018 – July 5, 2018)
- Creating Sales of the different products of the Bank
- Working closely with the marketing department regarding the creation of interest about the product
- Selling the product quickly and efficiently
- Provide good after sales service
- Meet the target set by the company
- Look into the complaints made by the clients as they help in improving the overall product
- Advises clients on what is the best product suited for them
- Maintain the various accounts books and ensure accuracy within the contents
- Prepare monthly reports giving status details on every account
- File the support documents for reference
- Managed customer transactions efficiently, ensuring accuracy and compliance with banking policies.
- Assisted clients in selecting appropriate financial products, enhancing customer satisfaction and loyalty.
Education
Master's In Business Administration -
University of San Carlos- Main Campus
Cebu City01-2022
Bachelor of Science - Financial Management
University of San Carlos- Main Campus
Cebu City03-2015
Secondary - undefined
University of San Carlos-South Campus
Cebu City03-2010
Skills
- Experienced in branch banking operations
- In-depth knowledge of the Bank’s products and services including its digital platforms
- High level of integrity; Reliable and trustworthy; Takes accountability
- Team player
- Goals and results-oriented
- High attention to detail
- Customer service
- Money handling
- Team leadership
- Decision-making
- Problem-solving
- Time management
- Customer relations
- Staff training and development
- Staff supervision
- Task delegation
- Workload management
- Conflict resolution
- Retail operations
- Employee scheduling
- Customer rapport
- Customer relationship management (CRM)
- Retail operations management
- Strategic planning
- Staff development
- Policy enforcement
- Employee performance evaluations
- Cost control
- Negotiation
- Consulting
- Multitasking and organization
Languages
English
Full Professional
Filipino
Native or Bilingual
Timeline
ASSISTANT MANAGER
BPI (Bank of the Philippine Islands)
06.2022 - 02.2026
Service Officer
BDO Network Bank
02.2020 - 06.2022
Universal Banker
Eastwest Banking Corporation (EWBC)
10.2015 - 02.2020
Bachelor of Science - Financial Management
University of San Carlos- Main Campus
Secondary - undefined
University of San Carlos-South Campus
Master's In Business Administration -
University of San Carlos- Main Campus
AWARDS, CERTIFICATES & SEMINARS
Top Branch Referrer 2017 – EWB Life Insurance, OSH – Safety Officer I, Attended BSP – FOREX Regulations, Basic AMLA Awareness Seminar, AML Compliance & Reporting Seminar, AML Risk-Based Approach & Customer Due Diligence (CDD), AML for Foreign Exchange Dealers and Remittance Agents, AML for Frontline & Compliance Officers, Third Currency Counterfeit Detection