Allan Saracho
Singapore
Summary
Developed strong client management and problem-solving skills in fast-paced environment. Skilled in effective communication and strategic planning, looking to transition into new field. Seeking to leverage transferrable skills to drive success and growth in new role.
Overview
12
12
years of professional experience
Work History
Conversational Banking Agent
HSBC Bank Singapore Ltd
09.2022 - Current
- Received recognition for best sales chat and rising star award for exemplary performance.
- Cultivated strong relationships, leveraging connections to generate referrals and sales opportunities.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations
- Managed complex cases involving high-risk clientele or unique circumstances, successfully mitigating potential challenges through diligent research and collaboration with colleagues.
Customer Service Associate
HSBC Bank Singapore Ltd
09.2015 - 11.2022
- Branch Safe Deposit box administrator.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Maintained up-to-date knowledge of product and service changes.
- Liaised and worked closely with Wealth managers and Relationship managers on account opening and investment documents, assigning client cases appropriately for timely resolution
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Collaborated effectively with the Wealth sales team on client requests, lead generation and referrals. Prepared wealth managers' and relationship managers' roster for quarterly, monthly, daily duty assignments.
- Maintained a high level of product knowledge, providing accurate information to customers.
- Promptly responded to inquiries and requests from prospective customers.
- Resolved client concerns via email, call and face to face.
- Conducted due diligence & KYC for on-boarding customers.
- Trained new associates in company policies and procedures, fostering a supportive work environment.
- Performed client account maintenance, account tools monitoring
Customer Acquisition Executive
HSBC Bank Singapore Ltd
09.2013 - 09.2015
- Achieved consistently monthly sales target
- Engaged in customer conversation to promote Banking Products suitable to customer's need but not limited to credit card products, Loans, personal line of credit and balance transfer.
- Maintained customer database and leads, performing, conducting lead generation calls and completing the application process until fulfillment stage.
Service Ambassador (Interim)
HSBC Bank Singapore Ltd
07.2014 - 09.2014
- Managed the banking hall , welcomed walk-in customers and directed to the proper channel.
Provided assistance on customer requests, promoted digital engagement on bank transactions - Identified opportunities to upsell products or services, contributing to company revenue growth.
- Provided exceptional service for improved guest experiences and increased repeat business.
- Handled customer complaints with professionalism, working towards satisfactory resolutions while maintaining the company's reputation.
Sales & Service Associate
COURTS Pte Ltd. –Courts Connect
11.2012 - 07.2013
- Promoted sales of telco services and products on 3 major Telco players. Singtel, M1 & Starhub
- Engaged in the assessment of customers for new sign up and re-contract.
- Participated in trade shows and networking events to expand professional network and generate leads.
- Implemented effective time management strategies, maximizing daily productivity and client outreach efforts.
- Negotiated contracts with new clients, securing long-term partnerships and business growth.
- Conducted product presentations to educate potential clients on features and benefits, leading to informed decision making. Mobile, fiber and internet services
- Demonstrated effective communication skills and ensured professionalism and a high standard of service is accorded to customers at all times
Delivered promo updates and sales reports
Education
Bachelor of Science - Information Technology
Polytechnic University of The Philippines
Philippines04.2007
Skills
- Problem-solving skills
- Lead prospecting
- Documenting information
- Excellent Customer Service & Probing Skills
- Computer Applications and software proficiency
Affiliations
- Youth with Noble Intent (KADIWA) President (Church organization)
2005-2010 & 2012 - 2015
- Youth with Noble Intent (KADIWA) District Leadership Enhancement Committee Chairperson 2020 - Present
Personal Information
Title: Conversational Banking Agent
Contact
Singapore 410647
Education
Philippines
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
- First Aid Certification
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 10 in the development of Project Orchid.
Timeline
Conversational Banking Agent
HSBC Bank Singapore Ltd
09.2022 - Current
Customer Service Associate
HSBC Bank Singapore Ltd
09.2015 - 11.2022
Service Ambassador (Interim)
HSBC Bank Singapore Ltd
07.2014 - 09.2014
Customer Acquisition Executive
HSBC Bank Singapore Ltd
09.2013 - 09.2015
Sales & Service Associate
COURTS Pte Ltd. –Courts Connect
11.2012 - 07.2013
Bachelor of Science - Information Technology
Polytechnic University of The Philippines
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