Jochell Rapadas
Laoag City, Ilocos Norte,ILN
Summary
Results-driven banking professional with 15 years in operations, customer service, and compliance. Currently a Financial Advisor specializing in financial planning and client support. Seeking Virtual Assistant role to leverage strong organizational skills and attention to detail.
Overview
19
19
years of professional experience
3
3
Languages
Work History
Financial Advisor
Sun Life Philippines
01.2021 - Current
- Conducted financial needs analysis to identify tailored solutions for clients.
- Conduct financial needs analysis.
- Prepared customized proposals aligning client goals with optimal financial strategies.
- Build long-term client relationships.
- Generate leads through referrals, networking, and social media.
- Generated leads through referrals, networking, and social media to expand client base.
Branch Manager
Bank of Makati
01.2017 - 01.2017
- Managed overall branch operations.
- Supervised branch personnel to enhance team effectiveness and service delivery.
- Ensured compliance with banking regulations.
- Resolved escalated customer concerns, ensuring customer satisfaction and retention.
- Prepared operational reports.
- Built strong client relationships, fostering trust and loyalty to drive business growth.
Customer Service Specialist / Customer Advisor / Teller
Security Bank Corporation
01.2008 - 01.2016
- Executed banking transactions accurately and efficiently.
- Cross-sold banking products.
- Reviewed and confirmed accuracy of documentation for compliance.
- Managed banking transactions.
- Cross-sold banking products to enhance customer experience and meet financial needs.
Education
Bachelor of Science - Commerce, Management
Northwestern University
Laoag City, Ilocos Norte 2900Skills
- Client Advisory Support
- Customer Service
- Banking Operations
- Email & Calendar Management
- Data Entry
- Financial Reporting
- Financial Planning
- Proposal Development
- Zoom
- Microsoft Teams
- Presentation Design
- Executive Assistance
- Administrative Support
- Attention to Detail
- Time Management
- Communication
- Canva
Languages
English
Filipino
Ilocano
Timeline
Financial Advisor
Sun Life Philippines
01.2021 - Current
Branch Manager
Bank of Makati
01.2017 - 01.2017
Customer Service Specialist / Customer Advisor / Teller
Security Bank Corporation
01.2008 - 01.2016
Bachelor of Science - Commerce, Management
Northwestern University