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Kristine Hernandez

Kristine Hernandez

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Skills: Administrative Assistant

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Experience: Virtual Bookkeeper Customer Service Associate Credit Officer

My name is Kristine and I have worked as a Customer Sales and Service Associate for the last 11 years at Bank of the Philippine Islands or BPI. I excel at customer service, organizational skills, and attention to detail. I am highly skilled in managing customer interactions, ensuring their needs are met, and streamlining processes to make daily operations more efficient. My attention to detail helps me maintain accuracy in all my tasks, especially in administrative and financial management.
$/hr

Work History

Virtual Bookkeeper
Kajea Keepers Keeping
07/08/2024 - 08/06/2024

Daily Bookkeeping tasks: - Recording all financial and bank transactions, including sales, purchases, receipts, and payments - Review and categorize bank transactions to ensure accurate financial reporting - Perform bank reconciliations to ensure all transactions are recorded and match bank statements Setup and/or Maintenance of Xero and Quickbooks file including: - Build and customize company details - Create and organize chart of accounts according to business needs - Adding bank accounts in financial software Monthly financial reporting including: - Balance Sheet - Profit and Loss

Customer Sales and Service Associate
Bank of the Philippine Islands
01/16/2013 - 06/16/2024

Customer Service tasks including: - Providing competent, caring, fast and accurate service to client's banking needs - Effectively managed client portfolios and offered financial advice regarding investments and savings - Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance - Assigned as custodian in balancing cash and accountable forms daily - Handling cash/check deposits, withdrawals, payments, and auxiliary transactions - Performs cross-selling to a defined list of customers and leads from CRM - Contributed to achieving branch financial targets in deposits, loans, and revenue