Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Ma. Jessa Ivy Leyte

OAK PARK,Australia

Summary

Dynamic professional with a proven track record at NAB, excelling in customer service and operational compliance. Skilled in payment reconciliation and adept at managing multiple priorities, I thrive in collaborative environments. My attention to detail and commitment to regulatory standards have consistently driven successful outcomes in fast-paced settings.

Overview

10
10
years of professional experience

Work History

Remediation Officer

NAB
Melbourne,CBD, VIC
04.2023 - Current
  • Responded promptly to customer inquiries or complaints in a polite manner.
  • Conducted performance evaluations and provided constructive feedback.
  • Ensured the security and confidentiality of sensitive information.
  • Provided training and support to team members on remediation best practices.
  • Coordinated daily operations and logistics for efficient service delivery.
  • Conducted regular inspections to ensure compliance with company standards.
  • Collaborated with cross-functional teams to resolve operational challenges swiftly.
  • Monitored equipment performance and scheduled routine maintenance activities.
  • Monitored and reported on operational performance metrics.
  • Collaborated with cross-functional teams to streamline payment workflows.
  • Maintained accurate records of all payment activities and reconciliations.
  • Provided customer service support for payment-related inquiries and issues.
  • Maintained updated records of all payments processed, including information such as date, amount, method of payment, and payee details.
  • Performed daily reconciliations between bank statements and internal accounting systems.
  • Reviewed and validated payment requests to ensure accuracy of data before processing.
  • Participated in group discussions with team members to develop new ways to combat fraud.
  • Completed day-to-day duties accurately and efficiently.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Marketing Assistant

BDO Unibank, Inc.
05.2017 - 02.2023
  • Responsible for providing service to clients relative to account opening, Time Deposit placements, Trust Fund Investment, SDB, client inquiries and after sales services.
  • Responsible for initial KYC (Know Your Customer) to walk in clients.
  • Responsible for payroll account opening for corporate clients.
  • Process Time Deposit Placements and Maturities and Investment Placement and Maturities.
  • Responsible for daily monitoring and checking of Trust Investment Maturities and Time Deposit Maturities.
  • Responsible for calling clients on the disposition of their matured investments.
  • Provides relevant banking advice to suit their situations and goals.
  • Maintain correct update of client’s records and information while maintaining confidentiality.
  • Ensures that customers data are correctly maintained in the system.
  • Ensures proper monitoring and resolutions of after-sales transaction.
  • Assists Marketing Officer in selling the Bank’s products and services.
  • Assist client with their bank related queries.
  • Proactively contacting existing customers via phone and email.
  • Ensures correctness and completion of transaction documents used in processing; timely completion of end-of-day transactions and activities.
  • Ensures compliance to prescribed bank policies and procedures, internal control and regulatory requirements.
  • Ensures that bank files and customer files are properly organized.
  • Responsible for the filing and safekeeping of supporting documents.
  • Assists in achieving branch financial targets by cross-selling the bank’s products and services.
  • Performs administrative works and operational support for the department/unit I’m assigned to.
  • Monitors, prepares and consolidates regular reports of the department/unit for both regulators and management.
  • Routes documents to appropriate personnel in a timely and efficient manner.
  • Ensures distribution of instructions and/or documents requiring immediate attention/action to appropriate officers and staff.
  • Performs other duties that may be assigned from time to time.

Client Service Associate

BDO Unibank, Inc.
09.2015 - 05.2017
  • Welcoming all customers that comes into the branch, creating positive first impression as they enter.
  • Provides accurate, efficient and timely processing of over-the-counter transactions pertaining to cash and cheque deposits, withdrawals, transfers, bills payments, and other miscellaneous transactions with a balanced or reconciled till.
  • Handles financial transactions at high-volume branch.
  • Verifies customer identification and signature.
  • Referring clients to the team specialists when required.
  • High Counter / Tellering

Education

Bachelor of Science - Management Accounting

University of San Jose – Recoletos
Cebu City, Philippines
03-2015

Secondary -

Saint Martin of Isabel Academy, Inc.
Isabel, Leyte, Philippines
03-2011

Skills

  • Customer service
  • Operational compliance
  • Payment reconciliation
  • Time management
  • Attention to detail
  • Teamwork and collaboration
  • Regulatory compliance
  • Payment processing
  • Record keeping
  • Communication skills
  • Multiple priorities management
  • Flexibility
  • Stakeholder engagement

References

References available upon request.

Timeline

Remediation Officer

NAB
04.2023 - Current

Marketing Assistant

BDO Unibank, Inc.
05.2017 - 02.2023

Client Service Associate

BDO Unibank, Inc.
09.2015 - 05.2017

Bachelor of Science - Management Accounting

University of San Jose – Recoletos

Secondary -

Saint Martin of Isabel Academy, Inc.

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Ma. Jessa Ivy Leyte