Ferlyn

CLIENT RELATIONSHIP MANAGER | LOAN & BANKING SPECIALIST | SALES SUPPORT PROFESSI

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Overview

Looking for full-time work (8 hours/day)

at $5.83/hour ($1,120.00/month)

Bachelors degree

Last Active

June 26th, 2026 (3 days ago)

Member Since

May 27th, 2026

Profile Description

Results-driven sales and client support professional with 9 years of experience in banking, customer service, and administrative operations. I enjoy building relationships, helping clients find the right solutions, and delivering great service from the first conversation to after-sales support.
Throughout my career at BPI, I consistently exceeded sales targets through consultative selling, proactive client outreach, and personalized service. I’m experienced in lead generation, client communication, CRM management, document processing, and handling multiple tasks while maintaining accuracy and professionalism.
I’m now looking to bring my sales experience, strong communication skills, and client-focused approach to a remote team where I can continue helping clients while contributing to business growth.

Top Skills

Marketing » CRM » Salesforce

Experience: 2 - 5 years

Pipeline & Lead Management: Expertly navigated Salesforce to track, segment, and nurture high-value banking client leads from initial contact to closing. Data-Driven Sales Analysis: Utilized Salesforce customer profiles and interaction histories to identify cross-selling opportunities for business loans, personal loans, and wealth products. Cross-Platform Integration: Syncing Talkdesk and core financial data inside Salesforce to log real-time client communication, manage tasks, and maintain a seamless, organized sales pipeline.

Marketing » Sales

Experience: 5 - 10 years

Elite High-Ticket Sales Execution: Proven track record of managing and closing high-value pipelines, including a peak performance of ₱147M in Business Loans and ₱26.6M in Special Installment Plan (SIP) Loans in a single year. Consultative & Needs-Based Selling: Expert at evaluating complex corporate client profiles, reading financial needs, and matching them with strategic lending, asset financing, and wealth management portfolios. Virtual Pipeline & Lead Nurturing: Mastered the use of cloud-based technology (Salesforce CRM and Talkdesk) to safely source, track, and convert remote financial leads while maintaining a 100% compliance record. National Top Performer: Consistently ranked as the Top 1 and Top 2 Sales Producer Nationwide out of BPI’s massive network of over 1,200 branches.

Office and Administration » Client Relationship Management

Experience: 10+ years

Other Skills

Accounting » Financial Accounting

Experience: 5 - 10 years

Office and Administration » Microsoft Excel

Experience: 10+ years

Financial Data Analysis: Expert at utilizing Excel to audit complex accounts, reconcile daily General Ledger (GL) discrepancies, and consolidate multi-million data streams for corporate reporting. Advanced Functions & Formulas: Fluent in high-leverage data operations, including VLOOKUP, XLOOKUP, IF statements and Pivot Tables for rapid data sorting and cleanup. Pipeline & Portfolio Tracking: Engineered custom spreadsheets to track massive sales pipelines, monitor loan fulfillment stages, and evaluate Accounts Receivable (AR) Aging Reports. Data Integrity & Management: Experienced in handling bulk data migrations, identifying data anomalies, and formatting enterprise-level financial summaries with zero errors.

Basic Information

Age: 34

Gender: Female

Website: Sign Up with Pro Account to View

Address

Tests Taken: DISC
Dominance: 16%
Influence: 20%
Steadiness: 41%
Compliance: 23%: English
C2(Advanced/Mastery)