Jamesly P.
Senior Customer Success Manager
Actively lookingNew to PlatformAbout
Jamesly T. is a seasoned professional with a robust 18-year career in commercial banking, sales, business development, operations, customer service, customer success, account management, and relationship management. He has effectively managed executive-level stakeholders and coordinated cross-functional initiatives to streamline workflows, while his expertise in preparing business documentation has contributed to delivering exceptional customer experiences. As a Relationship Manager at Metropolitan Bank and Trust Company (Metrobank) from 2024 to 2025, he successfully managed commercial client portfolios and ensured compliance through meticulous credit proposal preparation and account coordination. Previously, as a Product Sales Officer / Product Specialist from 2018 to 2024, and as a Branch Sales Officer from 2015 to 2018 at the same institution, Jamesly led regional sales initiatives and facilitated client onboarding, resulting in multiple top performance recognitions. His tenure at Bank of the Philippine Islands (BPI) from 2007 to 2015 further honed his skills in banking operations, customer service, and process excellence, underscored by multiple sales awards for seven consecutive years. Jamesly holds a Bachelor of Science in Management Accounting from the University of San Carlos in Cebu City, Philippines.
Why hire me
I bring over 18 years of professional experience in banking, sales, business development, account management, customer service, customer success, operations, and relationship management into a new environment. I'm accustomed to working with confidential information, meeting deadlines, documentation, communicating professionally, and solving problems independently. I began strengthening my familiarity with AI and remote collaboration tools, studying effective workflows, improving how I present my professional experience, and actively pursuing opportunities where my relationship management and organizational background could translate into remote work. I believe I can quickly become a reliable remote professional who helps organization to stay organized, be more productive and profitable.
Experience
Relationship Manager
Metrobank · 2024 — 2025Managed executive client relationships and commercial client portfolios. Coordinated documentation, ensured compliance, and prepared credit proposals.Product Sales Officer / Product Specialist
Metrobank · 2018 — 2024Directed regional sales initiatives and handled stakeholder engagement. Conducted client onboarding and managed implementation coordination alongside executive presentations.Branch Sales Officer
Metrobank · 2015 — 2018Focused on business development, customer acquisition strategies, and relationship management.Preferred Banking Sales Associate
Bank of the Philippine Islands (BPI) · 2007 — 2015Gained proficiency in banking operations, customer service, sales support, and maintained process excellence.
Skills & Expertise
Education
- Bachelor of Science in Management AccountingUniversity of San Carlos · 2003 — 2007
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