Rogel D. Email & Phone Number

Vancouver, British Columbia, Canada

● Provide administrative assistance and support to the Data Services team● Account Billing and Reporting (Billing SME), including custom requirements for MAP accounts● Management and tracking of Shipping and Customs policies, procedures, and pricing● Inventory management (shipping supplies, licenses, etc.)● Perform Customer Relationship Management (CRM) data entry, reporting, records maintenance,and customer request tracking and processing● Salesforce case management, contact detail updates, and data entry● Update Salesforce account descriptions with related pricing● Propose Salesforce case management improvements (SME - Primary contact for the InformationServices Team)● Some data investigation and project coordination● Provide documentation support to the Data Services team (e.g. meeting minutes, Salesforcereporting & dashboards)● Create & update spreadsheets, documents, templates; maintain team meeting notes● Research and document related information on an ad hoc basis● Organize, coordinate, analyze, and validate reports on an on-going basis● Contribute to effective communication within the department and the organization● Present updates on billing/shipping procedure changes during Team Meetings as necessary● Support training of new hires on the customer data shipping process● Customer Data management (tracking, labeling, cataloguing, degaussing)● Cataloguing, formatting, and encrypting hard drives as needed● Mounting / dismounting hard drives from workstations as needed● Inventory tracking (receipt, storage, destruction)● Reset SFTP sites● Basic Workstation management (software update reminders, licenses, etc.)● Assist in the creation of export cases● Follow up on customer verifications of exports● Send out customer outreach emails on legal holds, retention terms etc.● Assist in the tracking and follow ups of abandoned terminations● Send out customer outreach emails on imports

Vancouver, Bc, Canada

● Provide administrative assistance and support to the Data Services team● Account Billing and Reporting (Billing SME), including custom requirements for MAP accounts● Management and tracking of Shipping and Customs policies, procedures, and pricing● Inventory management (shipping supplies, licenses, etc.)● Perform Customer Relationship Management (CRM) data entry, reporting, records maintenance,and customer request tracking and processing● Salesforce case management, contact detail updates, and data entry● Update Salesforce account descriptions with related pricing● Propose Salesforce case management improvements (SME - Primary contact for the InformationServices Team)● Some data investigation and project coordination● Provide documentation support to the Data Services team (e.g. meeting minutes, Salesforcereporting & dashboards)● Create & update spreadsheets, documents, templates; maintain team meeting notes● Research and document related information on an ad hoc basis● Organize, coordinate, analyze, and validate reports on an on-going basis● Contribute to effective communication within the department and the organization● Present updates on billing/shipping procedure changes during Team Meetings as necessary● Support training of new hires on the customer data shipping process● Customer Data management (tracking, labeling, cataloguing, degaussing)● Cataloguing, formatting, and encrypting hard drives as needed● Mounting / dismounting hard drives from workstations as needed● Inventory tracking (receipt, storage, destruction)● Reset SFTP sites● Basic Workstation management (software update reminders, licenses, etc.)● Assist in the creation of export cases● Follow up on customer verifications of exports● Send out customer outreach emails on legal holds, retention terms etc.● Assist in the tracking and follow ups of abandoned terminations● Send out customer outreach emails on imports

Vancouver, Bc, Canada

● Receives on-site donations and positively represents the company’s non-profit organisation.● Welcome and greet customers and donors entering the outlet. And provides efficient customerservice in a courteous and professional manner.● Assist with recycler responsibilities and keep production

Singapore,

● Welcome, greet and assist customers and visitors to identify their business needs and direct themto the appropriate team or staff.● Maintains inventory of office equipment and office supplies.● Answer in-person and electronic inquiries from visitors and customers.● Prepare, review and distribute invoices to personal and corporate customers.● Manage office mailbox for opening, processing and distribution.● Prepare, proofread and mail customer letter requests.● Prepare, maintain and update bank’s notices and announcements.● Maintains and updates electronic information systems via CRM regarding customer’s requests.● Assist in process improvement by providing relevant feedback and suggestions for innovation.● Record and prepare minutes of meetings for staff distribution.● Supervise and train staff and new hires with various systems software and procedures.● Contributes in bank sales by providing bank product solutions to meet personal and team KPI.● Review forms or vouchers, balance cash and prepare reports for dayend filing and quarterlyarchiving.● Introduce digital banking options for customers and visitors.● Organize team activities such as refresher training, dinner and team bondings.● Various customer and administrative duties as assigned.

Singapore

August 2012 - February 2016● Welcome, greet and assist customers and visitors to identify their business needs and direct themto the appropriate person.● Prepare, check and send invoices to personal and corporate customers.● Balancing of cash, reconciling journals and preparing reports for dayend submission.● Maintains the inventory of office supplies and office equipment.● Prepare, proofread and mail customer letter requests.● Prepare and record weekly minutes of meetings for staff distribution.● Maintains and updates electronic information systems via CRM regarding customer’s requests.● Creates, maintains and archives manual filing of financial documents.● Participates in organizing team activities such as team building and dinner.● Covers customers and processes over the counter transactions such as deposits, withdrawals, fundtransfers, remittances, account opening and other bank transactions.● Covers bank tellering duties as assigned.

Singapore

- Assist and complete customers bank transactions over the counter.- Provides customer product solutions through general insurance and other services.- Cash handling and other administrative duties in the branch.

Bonifacio Global City

● Leads the team of account reconciliation specialists and manages day to day operations.● Interview, hire and train team members with various systems and softwares.● Organize team building activities and group training.● Provides monthly reconciliation of corporate customers’ cheques and bank statements.● Manage the team’s weekly and monthly KPI for reporting to the team managers in Manila and US.● Prepare and record minutes of meetings with US and Mumbai counterparts.● Creates, maintains and updates manual and electronic records of team members performances.● Maintains inventory of team office equipment and various office supplies.● Initiates projects for innovations and process improvements.● Conducts performance management to team members.● Other team administrative duties as assigned by the manager.

Taguig, National Capital Region, Philippines

- Account reconciliation of US chequeing accounts. - Balance accounts as per customers’ cheque issuance.- Involves in process improvements and department committees for rewarding staff.

● Welcomes and greets customers and assists with various forms for filling out.● Process bank transactions such as deposits, withdrawals, cheques and remittances.● Introduce bank product solutions to customers.● Dayend reconciliation of cash and vouchers, prepare reports for submission.● Attends customers for account opening.● Maintains manual and electronic records of customers served in various services.

Bachelor In Banking & Finance, Banking And Financial Support Services

Secondary Education