Cash Management Sales Officer (North Luzon)

▪ Exceeded the 2023 Sales Target▪ Rated Very Good in the 2020-2022 RBank KRA Performance Appraisal▪ In-charge in handling the Top 1,000 corporations, companies with customized cash management requirements, and other priority accounts▪ Handles the comprehensive cash management requirements of select Business Units under the Gokongwei Group of Companies▪ Responsible in tailor-fitting the best cash management solution based on clients’ requirements▪ Collaborates with the Retail Banking Segment, and the Asset Management Group to achieve sales target▪ Provides weekly status to the Sales Head through the sales pipeline to track progress against individual targets and plan▪ Coordinates with partners to deliver the best solution to clients while ensuring compliance to the bank’s policies and audit▪ Provides assistance to clients on other banking needs

▪ Rated 4.5 (5 = Outstanding) in the 2019 BDO KRA Performance Appraisal▪ Handled Middle Market Provincial accounts▪ With outstanding implementation rate on assigned implementation deals▪ Flexible in conducting on-site and remote assistance to clients▪ Provides weekly status to the Implementation Head through the implementation pipeline to track progressagainst on-going deals and individual targets▪ Coordinates with the internal and external partners to deliver the solution to the clients while ensuringcompliance to the bank’s policies and audit▪ Provides assistance to clients on other banking needs

▪ Exceeded 2017 Merchant Management target with accomplishment rate of 112%▪ Point person for BPI CMS collection facilities and merchant-integration▪ Created the end-to-end work instructions for the implementation of all Cash Management Products/Facilities▪ Collaborated with internal counterparts to deliver special projects/requirements (i.e. API, FTP, etc.) by Corporate Clients▪ Managed the schedule of Expresslink training and deployment of trainers to different corporate clients▪ Conducted training to corporate clients for the use of ExpressLink/Bizlink Channel and other bank platforms ▪ Performed additional project/admin related functions (i.e Job Function System Access Summary, Vendor Management, etc.)▪ Concurrently functioned as Deployment Officer for Corporate clients (2016-2017)▪ Rated Satisfactory for 2016 and 2017 Key Risk Areas (KRAs)▪ Mentored Management Trainees for their Group-wide implementation of process improvement with an over-all passing rate of 94%

▪ Concurrently functioned as Administrative Officer supporting the requirements of BPI Cash Centers nationwide and other units within the Centralized Cash Operations Department▪ Member of the team that conceptualized and authored the Operating Manuals, Business Impact Analysis (BIA) & Risk Assessment and Business Continuity (RABCon) for Cash Operations▪ Lead Officer in managing projects related to Cash Operations including the comprehensive Risk Assessment Design▪ Managed 3rd Party Vendors that provide services in the projects implemented

▪ Managed the Cash Center’s day-to-day operations that serve 33 branches, 75 deposit pick-up clients and 96Automated Teller Machines (ATMs) & Cash Acceptance Machines (CAM) within Pampanga-Tarlac Cluster▪ Applied people handling techniques by acting as Immediate Supervisor for 15 Rank & File employees▪ Provided secure, accurate and manageable levels of Cash in Vault (CIV) asset of the Unit▪ Rated Satisfactory for 2015 Key Risk Areas (KRAs)

▪ Included in the team that conceptualized and presented a project related to monitoring and profiling of Bank’s Safety Deposit Boxes▪ The only trainee from the Operations Group that took the Branch Track resulting to an enhanced exposure to customer service and client interfacing activities▪ OTP 160 Batch Vice President

▪ Exposed in branch operation activities requiring knowledge on bank products and services, and customerservice in preparation for the Management Training Program (Cabanatuan – Maharlika Highway Branch - August 2014 to October 2014)

▪ Cross-posting / preparation for the management training▪ Assisted in setting up the pilot operations of Tacloban Cash Center (May 2014 to August 2014)▪ Provided assistance to supervising Officers in performing/reviewing functions within authority limits on topof regular function

▪ WOW Employee - Cash Operations Department▪ Exposed in all Cash Operation’s functions such as field tellering, online tellering, ATM servicing, distributing,accounting and vault custodianship▪ BSP Representative - provides secure and efficient transfer of cash from the Unit to BSP and vice versa▪ Field Teller - provides secure, efficient and fast Cash pick-up, delivery and verification services to Bank Clientsand Branches▪ Control Clerk - provides efficient and effective performance of pre-processing and post review of on linetransactions of the Unit▪ Administrative Staff - provides efficient and fast processing of reports for management and client perusal

▪ WOW Employee - Reliability Category (Cash Operations Department)▪ WOW Employee (Beeper Team - ATM Operations)▪ Trustworthy Category (Cash Operations Department)▪ Team Player - WOW Cash Center of the Quarter▪ Exposed in all Cash Operation’s functions such as field tellering, online tellering, ATM servicing, distributing,accounting and vault custodianship▪ BSP Representative - provides secure and efficient transfer of cash from the Unit to BSP and vice versa▪ Field Teller - provides secure, efficient and fast Cash pick-up, delivery and verification services to Bank Clientsand Branches▪ Control Clerk - provides efficient and effective performance of pre-processing and post review of on linetransactions of the Unit▪ Administrative Staff - provides efficient and fast processing of reports for management and client perusal