Ryan Christopher Santos Email & Phone Number

Makati, National Capital Region, Philippines

-Responsible for data cleansing and real time reporting (RTM) to support various teams like Virtual Relationship Managers, Virtual Loan Advisors and Virtual Sales Associate under Virtual Store department.-Visualizing reports by creating and designing dashboards using Microsoft Power BI. -Prepares System User Manual.-Monitor users accesses if it is active defending in their user definition.-Uses Power Automate to create automated sending of email reminders and notifications.-Salesforce and Talkdesk Administrator

- Manage a portfolio with 250+ Top Personal Clients and provide banking solutions and assistance.- Performs services and sales programs, call-outs, virtual meetings or online appointment with the clients.- Provide professional and trusted advice in managing client finances from their day-to-day transactions to growing their wealth.Increase clients total bank relationship by upgrading deposits and cross selling all bank products.- Conduct virtual presentation of all investment’s solutions to clients.- Convert housing loan and auto loan leads to booking.- Acquires new-to-bank clients and promotes usage of digital channels.- Caters customer who inquired or has questions using the banks digital platforms by doing call outs and email blasts as part of the Retail Banking Group.- Coordinate with different department and branches of the bank to provide the best customer service to clients.- Assist clients on the face-to-face signing of their housing or auto loan documents.- Reply to inquiries regarding client's application and request.

- Conduct mapping activities in the area.- Conform to prescribed sales process/spiels for opening/selling deposit accounts.- Submits caravan proposals and seek approval prior to implementation.- Prepare bank forms and marketing paraphernalia and conducts off-site solicitation activities.- Perform face to face KYC of client and observes the Bank’s policy on account opening and POS implementing guidelines- Review and receive account opening forms and application forms and other documentary requirements from clients- Act as a custodian of pre-embossed ATM cards/POS/cash and regularly check and monitor POS settlement account.- Transmit solicited account opening forms to Centralized Fulfillment / Branch of Account for account processing- Instruct and follow-up branch crediting of initial deposit of off-site solicited accounts.Deliver, check and pick-up account opening forms from corporate payroll clients.- Distribute cards for corporate payroll clients.Implement ongoing promo and sales campaigns from Unsecured Lending Group leads.- Perform outbound calls for deposit account opening.- Reply to inquiries regarding client's application and request.

Taguig, National Capital Region, Philippines

- Assist the officers in generating day to day reports using Kondor + (Plus) System.- Entry debit and credit accounts to Silverlake Integrated Branch System (SIBS) and to Branch Tellering System (BTS).- Encode FX Swap Trade using Electronic Clearing System (ECS).- Encode daily the transactions in the General Ledger Foreign Exchange (GLFX)

Master Of Business Administration - Mba

Bachelor Of Science In Mathematics With Specialization In Business Appications