1. M A . E L A I N E D Y
Senior Customer Relationship Officer
Rizal Commercial Banking Corp.
Davao-Bajada Business Center
+63 917 824 1902
maelainedytp@gmail.com
P E R S O N A L I N F O R M A T I O N
Date of Birth: August 22, 1988
Citizenship: Filipino
Marital status: Single
Address: 20 Pampanga Executive Homes Lanang Davao city
Industry: Banking and Financial Services ( Retail Banking Group)
Years Working: 6 Years
WORK EXPERIENCE: Relevant industry experience in retail banking which covers areas in
marketing and sales, credit evaluation/analysis and branch operations. 2 years work
experience as Senior Customer Relationship Officer with good exposure to sales and branch
operations, 3 years work experience as Customer Relationship Officer-New Accounts and 1
year experience as Customer Service Assistant-Bank teller.
Specific Functional Work: Sales Process/Sales Leadership, Risk Management, Market
knowledge, Working knowledge of Marketing, Accounting, and Management concepts/
processes, KYC, Due Diligence,Risk Profiling, Annual Review of Corp/Individual Accounts,
AMLA reporting.
Skills: Analysis and Problem solving, Communication skills; Decision-making; Leadership;
Planning and Organizational skill; Stress tolerance; Proficiency in basic MS Office programs;
Interpersonal skills; Marketing, Selling and Negotiation skills; Excellent customer orientation
Adaptive,Assertive, Goal-oriented, Influencing
W O R K H I S T O R Y
01. 2014 - PRESENT SENIOR CUSTOMER RELATIONSHIP OFFICER
Rizal Commercial Banking Corporation
 Assists the branch manager in achieving sales goals, objectives
and targets of the business center which includes clients
acquisition and deepening.
 Maintains cordial working relations with clients by ensuring the
timely and expeditious servicing of clients’financial needs and
requirement
 Prepares Weekly Sales Call Plans and Route Card to ensure
that action plans, sales call results, client data, and other key
information are properly recorded, reviewed and acted on.
 Regularly reviews and adjusts plans with the Business Manager
 Conducts client calls, sales presentations, and other sales
activities (CASA Deposits, Insurance Investments, Wealth
and Treasury Placements, Time Deposits, Credit Cards,
Prepaid Debit Cards, Trust Funds, Loan Acquisition which
includes personal loan, home loan and car loan and other
insurance products of the bank.

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 Generates new account relationships, deepens and broadens
existing relationships, and performs account servicing and
maintenance tasks to improve account profitability and expand
business.
 Co-approves with the Business Manager and other Business
Center officers within set limits for selected credit transactions
 Acts as alternate Customer Relationship Officer/Assistant on
accountable forms, cash vault, and ATM loading/retrieval,
Assists in the inventory of accountable forms and the counting of
cash in the vault. Provides dual control (as an alternate of the
Customer Relationship Officer/Associate) on all cash
transactions including vault management and ATM cash
transactions
10. 2010 – 01. 2014 CUSTOMER RELATIONSHIP OFFICER
Rizal Commercial Banking Corporation
 Receives, processes and approves account openings. Assigns
and updates customer information system .
 Processes telegraphic transfers and local bank to bank transfers.
 Signs and co-signs other negotiable instruments, cashiering
documents as to limit set per schedule authorities.
 As designated, acts as custodian / co-custodian of keys and
combinations.
 Processes placements, maturities and time deposits and
monitors interest and placements of clients
 Conducts after sales service to existing accountholders.
 Uploads and processes payroll files.
 Performs annual review of Corporate Papers.
 Perfoms review on all individual accounts and updating.
 Cross sells bank products and services.
 Handles customer complaints and resolves customer issues.
Sees strict compliance to banking rules and procedures.
 Post verification of all tellering transactions (one on one
comparison of validated figures, source documents, approval
and technicalities.
09.2009 – 10.2010 CUSTOMER SERVICE ASSISTANT
Rizal Commercial Banking Corp
 Processes customer deposit transaction, which covers Cash
deposits, check deposits, fund transfers and bills payments and
other bank fees and charges.
 Facilitates issuance of Demand Drafts and Managers Checks
 Processes customer withdrawal or encashment transaction.
 Responsible for confirming and examining deposited checks.
 Provide assistance to customers with questions of fund
availability
 Cross sells product and services
 End of day cash balacing.
 Responsible for providing teller transaction efficiency and quality
to customers
 Acts as alternate of the Customer Service Head on certain
designated functions: ATM Loading, PIN release to client, vault
custodian.

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E D U C A T I O N
06.2005 – 03.2009 ATENEO DE DAVAO UNIVERSITY
MAJOR IN MANAGEMENT ACCOUNTING
 Focus on Accounting and Management Subjects
 On the Job Trainee ; BANK OF THE PHILIPPINE ISLANDS-
BPI (160 hours)
 Feature Editor ; ATENEWS -Official School Publication of
Ateneo de Davao University
 Staff Writer ; ATENEWS
Q U A L I F I C A T I O N S / A C H I E V E M E N T
 Consecutive satisfactoryaudit rating- (2012 and 2014).
 Promoted to Supervisory position January 2014.
 Promoted to First Officer Rank 2012.
 Unit InvestmentTrust Fund (UITF)Certification passer.
 Unit Investment Fund Feeder and Fund of Funds
Certification Passer.
T R A I N I N G S
 Corporate grooming & business etiquette workshop.
 Service plus workshop
 Anti-money Laundering seminar
 Peso/dollar Counterfeit Detection seminar
 Signature Verification & Counterfeit Detection
 Unit Investment Trust Fund Seminar
 Managerial Assessment Program
 Corporate Grooming and Business Etiquette
R E F E R E N C E S
May Lynne C. Go
Business Center Manager
Rizal Commercial Banking Corp.
bmdavaobajada@rcbc.com
+63082-2251112
Katrina Acaylar Hugos
Sales and Administrative Officer
Orix (A Metrobank Group)
+63 932 4387173

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