Ita Ekasari
Kav POLRI Ciputat Tangerang Selatan,Banten
Summary
- Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills.
- Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
- Confident Relationship Manager with hands-on approach to implementing strategies to cultivate positive customer experiences. Bilingual in English and with background advising, educating and engaging clients on various tools to improve financial health.
- Smart professional with talents in planning, budgeting and forecasting. Reliable Finance Manager focused on KPI oversight and mentoring employees in data processes.
- Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
19
19
years of professional experience
6
6
years of post-secondary education
5
5
Certifications
1
1
Language
Work History
Relationship Manager
Permata Bank
Tangerang Selatan, Banten
03.2022 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with opening accounts and signing up for new services.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Educated customers about Product or Service options and processed purchases.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
Relationship Manager
DBS Bank
Tangerang Selatan, Banten
06.2021 - 03.2022
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with opening accounts and signing up for new services.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Educated customers about Product or Service options and processed purchases.
Service Officer
Dbs Indonesia
Jakarta Selatan, DKI Jakarta
01.2008 - 05.2021
- Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.
- Counted cash drawers and deposits, checked supplies and completed any other required opening or closing task to facilitate smooth team operations.
- Designed individualized service plans that took into account clients' goals and preferences.
- Developed enhanced solutions for Area and Area to significantly improve customer feedback.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Promoted company brand and unique offerings through personalized customer service.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
Customer Service Representative
Lippo Bank
Tangerang Selatan, Banten
07.2007 - 12.2007
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Recommended products to customers, thoroughly explaining details.
- Recorded account information to open new customer accounts.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Processed customer adjustments to maintain financial accounts.
- Updated account information to maintain customer records.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Secretary Manager
Lippo Bank
Tangerang Selatan, Banten
07.2005 - 07.2007
- Managed Number employees with continuous coaching and mentoring.
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Type software.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Used Microsoft Word and other software tools to create documents and other communications.
Secretary
PT GSI
Tangerang Selatan, Banten
01.2004 - 08.2005
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Screened visitors and issued badges to maintain safety and security.
- Reviewed and balanced daily bank deposits and deposit report.
- Booked airfare, hotel and ground transportation to coordinate office travel.
- Organized envelopes, postage and mail correspondence for staff and leadership.
- Drafted agendas, recorded minutes and generated documents to facilitate meetings.
- Maintained daily report documents, memos and invoices.
Education
Bachelor Of Economics - Economics
06.2005 - 08.2010
Secretary - Secretarial Studies And Office Administration
04.2004 - 06.2005
Skills
Investment and Wealth Planning
Service support
Banking
Business relationship cultivation
Equity and Fixed Income Markets
Wealth management offerings
Customer portfolio management
Relationship building and management
Financial planning processes
Cash Handling
Financial Advising
Client Relationships
Written and verbal communication
Wealth Management
Strategic selling
Product knowledge
Business correspondence
Report writing
Meeting support
Appointment Scheduling
Verbal and written communication
Cross-functional communication
Certification
Waperd
Timeline
Relationship Manager - Permata Bank
03.2022 - Current
Asosiasi Jiwa Syariah
03-2022
Waperd
09-2021
WPPE Pemasaran
08-2021
Asosiasi Asuransi Jiwa Indonesia
07-2021
Relationship Manager - DBS Bank
06.2021 - 03.2022
Service Officer - Dbs Indonesia
01.2008 - 05.2021
Customer Service Representative - Lippo Bank
07.2007 - 12.2007
English For Secretary
03-2006
Secretary Manager - Lippo Bank
07.2005 - 07.2007
Universitas Indonusa Esa Unggul - Bachelor Of Economics, Economics
06.2005 - 08.2010
LPK Saint Mary - Secretary, Secretarial Studies And Office Administration
04.2004 - 06.2005
Secretary - PT GSI
01.2004 - 08.2005