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Joana M. — Mid-Level Bank Sales Associate from Philippines

Joana M.

Mid-Level Bank Sales Associate

Philippines No experience yet 5 - 10 USD per hour
Open to offersNew to Platform
Languages
English
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About

Joana M. G. is a results-driven Bank Sales Associate with over three years of experience in the banking sector, focusing primarily on client acquisition, relationship management, and branch operations. She is adept at delivering tailored financial solutions, demonstrating proficiency in banking products and services, financial reporting, and credit analysis. Joana has successfully achieved sales targets, promoted and sold financial products such as deposits, loans, and conducted credit assessments to evaluate borrower creditworthiness. She has facilitated account openings, supported teller operations, and managed daily transactions and branch deposit services. In her current role, Joana oversees loan disbursement, cash operations, security, and administrative functions, ensuring compliance with industry regulations and maintaining high customer satisfaction levels.

Experience

  • Acting Sales And Service Head

    Lipa Bank, Inc. · 2026 — Present
    Oversaw daily transactions and managed branch deposit services while ensuring accuracy and compliance with KYC/AML standards. Handled the verification of loan disbursements, cash operations, vault security, and petty cash administration. Maintained financial and MIS reports to aid branch operations and addressed client inquiries to uphold customer satisfaction. Promoted and cross-sold banking products and coordinated various administrative functions, including tax compliance and regulatory reporting.
  • Sales Associate III

    Lipa Bank, Inc. · 2019 — 2022
    Promoted and sold financial products, such as deposits and loans. Conducted credit assessments based on the 5 C’s to determine borrower creditworthiness and prepared credit facility proposals along with necessary documentation. Assisted with account openings and supported teller functions.

Skills & Expertise

Education

  • BSBA Major in Financial Management
    University of Batangas · 2019 — 2022
  • Junior High School
    Lipa City National High School · 2012 — 2016
  • Elementary School
    Padre Valerio Malabanan Memorial School · 2005 — 2012

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