Bernadeth Francisco

Background

About Bernadeth Francisco

I was a Banker that does- Customer Servicing via telephone and face-to-face - Cross-selling bank products - Bookkeeping and Financial reporting - Handling Email and Appointment Setting - Supervising personnel - Loan Processing I am a Licensed Financial Advisor that does- Insurance Selling - Help client to assess their Financial Needs - Secure Lives I was a Virtual Bookkeeper that does- Bill Entry using Quickbooks, Appfolio and Buildium - Bank Reconciliation - Invoice Preparation I was a Virtual Assistant that does- Process and organize documents for registration and submission - Appointment Setting with the CEO -Handles inbound calls and address their inquiries -Minimal task on Social Media handling I am an E-commerce Specialist that does- Create and Publish Facebook Ads - Maintain its profitability and optimization I am on the process of learning the process and duties of an AMAZON VA via paid courses from the most credible Coach and Mentor. I've been to Banking industry for almost a decade. Exposed to loan processing, cross selling bank products, customer service (fulfilling customer satisfaction and complaints), cashiering and keeping books, verifying bank transactions, email handling. During my banking career I am once awarded a certificate of recognition for attaining sales quota in bank products. I am also certified UITF Seller. I have attended to many customer service seminars to boost my customer service standards. At present I am Licensed Financial Advisor of Manulife Philippines- a Global Insurance Brand, fostering to the community a another way of saving and keeping them financially secured by introducing Insurance with Investment features to everyone. I was a Virtual Bookkeeper in a Bookkeeping firm based in Idaho, USA using Quickbooks, Appfolio and Buildium. Rendering bookkeeping services to Real Property Managers. Organizing and keeping their invoices and billings into their proper accounting entries and procedures. I became also a Virtual Assistant in an Investment firm based in New York and Hongkong. I am using Dropbox, Bitrix24, Microsoft 365, Docusign for processing documents for registration and submission to US Market. I've been to assisting clients to their inquiries and setting appointments to our CEO. I am also an E-commerce Specialist creating Facebook and Instagram Ads, maintaining its profitability and optimization.