Lyn E.

• Responsible for offering financial planning services through BPI-Philam's wide range of products to BPI clients • Provide training with our bank staff with regards to our products and how to properly introduce it with our qualified bank clients. • Formulates recommendation and provide feedback to management regarding operational policies and procedures. • Schedules, supervises, and motivates branch staff in an effort to maintain optimal member service satisfaction levels.

• Manages the overall branch operations. • Provides training to staff in regard to operations and policies. • Schedules, supervises, and motivates branch staff in an effort to maintain optimal member service satisfaction levels. • Coaches staff to fulfill business plan goals. • Assists in evaluating staff’s work performance by helping to prepare and deliver annual reviews and performing coaching sessions.

Solid experience in talking to decision makers of different industries (i.e. managers, admin officers, supply officers, entrepreneurs, school principals, etc.) and discussing with them business and office solutions.