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Mark L. — Mid-Level Banking Customer Service Specialist from Philippines

Mark L.

Mid-Level Banking Customer Service Specialist

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Mark Leo J. is an experienced professional with a Bachelor of Arts in Political Science majoring in Law from the University of Caloocan City. He has worked in the banking and financial services industry, serving as a Financial Advisor (Front Desk) at CIBC, where he greeted clients, managed initial client inquiries, handled basic transactions, and contributed to positive customer engagement. Mark also brings experience as an Operations Customer Expert I at CHIME, focusing on troubleshooting workflows, resolving client issues, and providing product advice. His background includes client retention at Citi Bank’s Retention Department and sales support at PLDT Philippines. Mark demonstrates strong digital marketing, management, and negotiation skills within banking, customer service, and telecommunications sectors.

Experience

  • Financial Advisor (Front Desk)

    CIBC · 2025 — 2025
    Served as the customer-facing hub by greeting clients, addressing inquiries, guiding them to staff, processing basic transactions, scheduling appointments, and providing initial product information.

  • Operations Customer Expert I

    CHIME · 2024 — 2025
    Handled client and customer issues, offered solutions, troubleshot workflows, advised on content and products, managed data, and prioritized customer satisfaction.

  • CRS Tier II (Retention Department)

    Citi Bank · 2023 — 2024
    Focused on customer retention strategies by enhancing loyalty through excellent service, personalized products, and fostering strong relationships to reduce churn.

  • Sales Department

    PLDT Philippines · 2021 — 2022
    Managed administrative tasks, supported customer service representatives, optimized processes, handled data management, and contributed to team efficiency.

Skills & Expertise

Office and AdminFinance and ManagementDigital MarketingSaaS Sales RepresentativeData AnalysisMarketing SpecialistSales SupportCustomer ServiceCustomer Service RepresentativeSalesFinancial Accounting Analysis

Education

  • Bachelor of Arts in Political Science Major in Law
    University of Caloocan City · 2017 — 2021
  • Old Curriculum (High School)
    Kasarinlan High School · 2011 — 2015

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