Susan May Ramos Email & Phone Number

Thousand Oaks, California, United States

West Hills, California

• Achieves in selling Protection Agreement to members and manages 25-30 calls per hour
• Generated sales by offering best value, stressing features and benefits of the Protection Agreements and provides highest level of customer service

Taguig City, Philippines

• Acted as assistant manager working personally with corporate clients as their personal trader by providing market leading foreign currency exchange services
• Accumulated order instructions directly from clients and give professional services
• Achieved weekly client calls to prospective clients

Makati City, Philippines

• Ensured accuracy of buying and selling of foreign exchange – Actively trading US dollar
• Monitored daily FX position, performed with compliance to industry regulations and aided other internal units within the bank

Makati City, Philippines

• Surpassed quarterly volume and income target in Fixed Income by 200% by establishing good relationship with high net worth clients
• Executed buying and selling of fixed income securities in primary and secondary markets along with analyzing and managing issues in Treasury products
• Well-informed of the financial market trends, performed scenario analysis and best qualified to build client portfolio
• Finalized clients documentation requirements and ensured that all documents and account records are up to date

Makati City, Philippines

• Utilized client’s referrals and walk-in clients, identifying on average 30 daily leads which increased growth of new accounts by 20% year over year
• Provided referrals to appropriate partner specialists by recognizing opportunities to cross-sell bank products and services
• Developed and maintained strong working relationship with diverse range of clientele thus collected several new accounts and increased growing existing accounts

Makati City, Philippines

• Supervised tellers and approves deposits and withdrawals and other necessary entries within authorized limits and held custody of the contents of cash vault, ATM, safety deposit box guard keys and dial combinations
• Investigated and resolved cash discrepancies of tellers and ensured submission of daily reports on time assigned by the Branch Operations Officer
• Guided with bank security and safety policies and understood client information and bank record confidentiality not to mention well-trained in all aspect of operations

Makati City, Philippines

• Initiated cross-selling of bank products to existing and prospective clients which contributed to branch growth
• Handled client inquiries and resolved complaints with aim of creating a good relationship
• Collected client datas, regularly reviewed bank products to relay the latest offers to clients and performed other administrative duties such as data encoding and filing documents