Curriculum Vitae Banker in Philippines Manila – Free Word Template Download with AI

Name: Juan dela Cruz
Email: [email protected]
Phone: +63 912 345 6789
Address: Makati City, Philippines Manila

A dedicated and experienced Banker with over a decade of expertise in the financial services sector, specializing in customer relationship management, risk assessment, and loan portfolio optimization. Proven track record of delivering exceptional results within the dynamic banking environment of Philippines Manila. Committed to upholding the highest standards of integrity and innovation while supporting the growth objectives of both clients and financial institutions in this vibrant economic hub.

Senior Relationship Manager

BPI (Bank of Philippine Islands)
Manila, Philippines | January 2018 – Present
- Managed a portfolio of over 500 corporate and individual clients, driving revenue growth by 15% annually.
- Spearheaded the development of tailored financial solutions for SMEs in the Philippines Manila region, enhancing client retention by 20%.
- Collaborated with cross-functional teams to streamline loan approval processes, reducing turnaround time by 30%.
- Actively participated in community outreach programs, aligning BPI's mission with socio-economic development goals in Manila.

Branch Manager

Metrobank
Manila, Philippines | March 2014 – December 2017
- Supervised a team of 50+ bank staff across three branches in the Philippines Manila area, ensuring compliance with regulatory standards.
- Introduced digital banking initiatives that increased customer adoption by 40%, reflecting the evolving needs of Manila's tech-savvy population.
- Led a strategic campaign to expand branch services into underserved neighborhoods, contributing to a 25% increase in local market share.

Assistant Relationship Manager

RCBC (Rizal Commercial Banking Corporation)
Manila, Philippines | July 2010 – February 2014
- Provided comprehensive banking solutions to high-net-worth individuals and small businesses in the Philippines Manila region.
- Achieved top performance rankings in customer satisfaction surveys, reflecting a commitment to personalized service.
- Assisted in the implementation of risk management frameworks that improved credit portfolio health by 18%.

Bachelor of Science in Business Administration
De La Salle University, Manila, Philippines | Graduated 2010
- Major in Finance with a focus on banking operations and financial markets.
- Recipient of the Dean’s List Award for academic excellence.

• Advanced knowledge of Philippine banking regulations and compliance frameworks.
• Proficient in using core banking systems such as Temenos and Fiserv, tailored to the Philippines Manila market.
• Expertise in financial analysis, including loan risk assessment and portfolio management.
• Strong communication skills with a focus on building long-term client relationships in diverse cultural settings across the Philippines Manila area.
• Fluent in English and Filipino, with basic proficiency in Chinese (Mandarin) to cater to international clients in Manila’s financial district.

• Certified Financial Planner (CFP) – 2019
• Professional Regulation Commission (PRC) License for Banking Professionals – 2015
• Microsoft Office Specialist in Advanced Excel (for financial modeling)

• English – Fluent
• Filipino – Native
• Chinese (Mandarin) – Basic

• Member, Philippine Bankers Association (PBA)
• Member, Manila Business Club – 2016–Present
• Volunteer, Financial Literacy Program for Students in the Philippines Manila region

Available upon request.

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