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| WILFREDO S. BERNARDO 55 E. Rodriguez Jr. Avenue, Bg. Ilog Pasig City 1600, Philippines E-mail: wils_bernardo@yahoo.com Mobile No.: 0928-5045873 Tels. (02) 626-8880 OBJECTIVE: To play a major role to achieve, develop and enhance sales and account administration of the company. SUMMARY OF QUALIFICATIONS: 14-years of accumulated professional experience in account administration, sales and marketing. Trustworthy and flexible. Can work with synergy with other departments of the company. Capable of adapting to any work assignment resulting from exposure to various areas of banking/marketing. Goal driven with excellent interpersonal and motivational skills. Dedicated and focused. Able to prioritize and complete task and delivers output with efficiency. Achiever, 2003 and 2004 Bank Customer Service Awardee Acheiver, 2007 Champion Team Leader – Business Development Officer Licensed life insurance agent with the Insurance Commission. PROFESSIONAL EXPERIENCE: CITIFINANCIAL CORPORATION Team Leader – Business Development Salary Loans Group January 2007 – Present Responsible for the continuous growth of the business by providing marketing strategy and creating individual goal targets. Specific responsibilities involves leading the group in the evaluation of existing company, preparation of marketing plans and sales promotion, maintaining and improving business relationships, daily monitoring of individual performance, conduct individual and joint calls with business development officers, generate sales blitz for newly opened account, assist in collection and account reconciliation and, performs system check and other audit related activities to ensure service quality. CITIFINANCIAL CORPORATION Team Leader - Acquisition Salary Loans Group July 2005 – December 2006 Directly responsible in capturing the top corporation of the Philippines in offering the Corporate Employee Loan Program of CitiFinancial Corporation and place the same as the major provider in corporate salary loan industry. Specific responsibilities involves leading the group in the evaluation of prospective company, preparation of marketing plans, memorandum of agreement, sales presentation, conduct individual and joint calls with junior acquisition officers, negotiate on possible portfolio transfer/buy-out from other banks and maintain high level of professional relationship with the clientele. PRAMERICA FINANCIAL INC. Life Planner Makati Agency September 2004 – June 2005 Direct selling of individual life insurance policy of Pramerica Financial Inc. The task include prospecting and profiling of client, getting an appointment, meeting and educating client of different type of life insurance, recommending appropriate policy based on individual needs, collection of premium payment, periodic evaluation of personal insurance coverage for necessary upgrade and procure the issuance of insurance policy to client. SECURITY BANK CORPORATION Assistant Manager Trust Marketing Division October 1996 - August 2004 Acted as Customer Service Officer of Security Bank-Trust Division. The responsibility involved the effective delivery of Non-Traditional Trust services of the bank. Performed multi-tasking to achieve continuous growth of Trust Portfolio by offering different product and services. Acted as liaison to client and counter party investment. Specialized in handling Investment Management Account, Directed Trust Account, Common/Unitized Investment Trust Fund, Escrow Account and Employee Loan Program. Directly involved in the development of Customer Service Standardization and Peso and Dollar Unitized Investment Trust Fund (UITF) System which resulted to a more efficient transactions. Conducted training with new hires of the company. Cash Department Time Deposit & ISA Bookkeeper October 1992 – August 1996 Processed daily transaction of Peso/Dollar Time Deposits and Investment Savings Account of Cash Department. Assisted in the investment requirement of clients and prepared reportorial requirements. Participated in other assignment delegated by Senior Officer. Cash Management Unit Pick-up Teller October 1992 Trainee in Cash Management Unit as roving/pick-up teller. Responsible in safe and efficient deliver/pick-up of cash inventory of assigned branches. PERSONAL BACKGROUND EDUCATION (College) 1988 – 1992 SAN BEDA COLLEGE Mendiola,Manila Course Bachelor of Science in Business Administration Major in Management EXAMS TAKEN National College Entrance Examination 89% Insurance Commission 78% SEMINARS & TRAININGS Coaching/Product Knowledge, CitiFinancial Corporation, Feb 2007 Life Insurance, Pramerica Financial, September 2004 Trust Operations and Investment Management, Trust Institute Foundation of the Philippines-Asian Institute of Management, July 2003 to April 2004. Basic of Trust-Essentials, Organization & Products/Services-Bankers Institute of the Philippines, Inc., November 2001 Trust Operation: Risk & Control Seminar- SBC, 2000 Basics of Trust-Essentials, Organization & Products/Services-SBC,2000 Trust Operation: Risk & Control Seminar-SBC, 2000 Treasury Operation: Risk & Control Seminar-SBC, 2000 Trust Investment Program-SBC, 1998 MS Office-Informatics Computer Institute, 1997 Understanding Trust & Its Products-SBC, 1996 Signature Verification & Forgery Detection-SBC/NBI, 1994 PERSONAL DATA: Date of Birth : 11 June 1971 Age : 35 years old Civil Status : Married to Mrs. Cita V. Bernardo with five children |