Lean J.
Junior New Accounts Clerk
Open to offersNew to PlatformAbout
Lean Joy C. is an experienced New Accounts Clerk/Marketing Assistant with a background in the banking and financial services industry, having served at Producers Savings Bank Corporation. In this role, she upheld strong customer service standards by efficiently assisting new and existing clients with account openings and inquiries, ensuring complete documentation and promoting the bank’s deposit and loan products to the local target market. She also collaborated with marketing officers to identify prospective depositors and borrowers. Previously, as a Management Analyst at Global One Integrated Business Services Inc., Lean Joy C. handled financial data analysis, business analytics, and streamlined verification of expenses, contributing to effective operational procedures and reporting to finance department heads. Her early experience includes a marketing internship at Magsaysay Shipping and Logistics, focused on encoding manifests and building courier profiles. She holds a Bachelor of Science in Business Administration, Major in Marketing from Philippine Christian University.
Experience
New Accounts Clerk/Marketing Assistant
Producers Savings Bank Corporation · 2025 — 2026Maintained a high standard of customer service, promptly addressing client inquiries and concerns. Assisted both new and current customers in the account opening process, ensuring that all required documentation was complete. Marketed various products, including loans and deposits, to the identified target market. Aided marketing officers and the branch head in identifying potential depositors and borrowers.Management Analyst
Global One Integrated Business Services Inc. · 2020 — 2023Reviewed the organization's financial data, including revenue, expenses, and employment reports. Confirmed expenditures before release of payments and possessed experience with Unionbank Payout. Collected and systematically organized information relevant to problem-solving or process improvement. Analyzed business data and developed alternative methods or solutions. Ensured effective implementation of new systems and procedures by guiding and instructing relevant personnel. Prepared and presented the Weekly Billing Report to Finance Department Heads and subsidiary company.Marketing Analyst Intern
Magsaysay Shipping and Logistics · 2019 — 2019Encoded the overall daily Manifest. Identified potential new couriers and created their company profiles to facilitate future client engagement.
Skills & Expertise
Education
- Bachelor of Science in Business Administration Major in MarketingPhilippine Christian University · 2015 — 2019
Interested in this professional?
Sign in as an employer to save this profile or invite Lean J. to a job.
Sign in as an employer