LEONARD ALFRED C.
MATAGA
Mobile Number: +639088965681
Address: Sta. Ana, Pampanga
Email Address: [email protected]
LinkedIn: https://www/linkedin.com/in/leonard-alfred-mataga-16793b13a
Branch Service Specialist (Reserve / Reliever Officer) · October 2017 to present
Member of Service Culture Council · February 2018 to present
RCBC Savings Bank
Well-rounded Reserve Officer of RCBC Savings Bank who ensures sound banking operations and
compliance among his assignment branches under North and Central Luzon – specifically, branches of
Cabanatuan, Baler, and Pampanga. Possesses strong knowledge on branch banking service operations.
Conducts compliance testing, inter-regional compliance, and auditing on operations of the branches.
Tasked to business process review, compliance, and due diligence. Can perform roles of Tellers, New
Accounts, Service Officers, and Branch Head, as required of being a reliever during mandatory leaves.
Has the fortune to work with different people across the organization, from the tellers up to the National
Service Head. As a member of the Service Culture Council, oversees three areas for delivering superb
customer service – mainly, employee interactions with clients, Professional Grooming (Prep, Preen and
Proper), and Branch Premises.
As an extra mile, competently assisted clients on loan availment, services on cash management availment,
and trust investment placements.
Core Competencies
Compliance Testing
Branch Banking Operations across all roles
People Management
Time and Schedule Management
Interpersonal Skills
Oral Communication Skills
PROFESSIONAL AND WORK EXPERIENCE
RCBC Savings Bank
A wholly-owned subsidiary of Rizal Commercial Bank Corporation, providing banking services for
retail and corporate clientele
Service Operations Officers October 2016 to September 2017
• Managed cash movement and financial transactions of the branch, which include, but not limited
to, efficient management of CIV, check processing and transmission, numerous payroll
processing, and cash and currency client requests.
• Specifically, supervised tellers of the branch and their operations, making sure of efficiency and
that over-the-counter transactions were delivered within turn-around-time, and that client
concerns were dwelt with sense of urgency and resolved successfully.
• Managed Cash-in-Vault (CIV), ensuring that no shortage nor overage was incurred at the end of
the day, and that cash was below the ceiling limit.
• Worked with the Branch Operations Head in ensuring smooth branch operations and adherence
to bank's policies and internal controls, procedural guidelines and regulatory requirements of
Bangko Sentral ng Pilipinas (BSP), and Anti-Money Laundering (AML) guidelines.
• Supported the Branch Manager in cross-selling products of the banks (loans, deposits, insurance,
trust investments, etc.)
Achievement: Attained a “SAT” rating from audit; “No attributable findings accounted”
Senior Customer Relations Officers (Sales) · June 2015 to October 2016
• Worked hand-in-hand with the Branch Manager on deposit acquisition, marketing strategy,
selling of bank products, and marketing scanning.
• Deepened clients' relationship by assisting them on their financial transactions, providing
customized customer service, and offering them bank products that will suit their needs, demands,
and risk tolerance, which included core loans, trust and treasury products, bancassurance, and
referrals of non-life insurance and credit cards.
• Offered and processed documentary requirements of products suited for cash management of
corporate clients which included, but not limited to, enrollment to corporate online-banking
facility, payroll system, and deposit pick-up.
• Supervised the new accounts associates on account opening, handling clients, and product
marketing
• Performed Know-Your-Client and due diligence based on risk, bank internal policies, and BSP &
AMLA requisites.
Achievement: Closed deals with clients on availment of Trust Investments (Preferred Stocks, Bonds,
Tiers, UITF)
Management Trainee under Officers Development Program (Batch 4) · July 2014 to May 2015
Underwent the 10-month intensive training program that covers exposure and on-the-job training in the
different aspects of the bank, namely,
Retail Banking · Consumer Lending · Credit Management · Operations and Technology · Asset
Management and Remedial · Treasury · Corporate Planning · Trust · Legal · and Human Resource.
Gathered a holistic view on the bank's business model, deposit acquisition strategies, and the loan-credit
cycle, from loan booking up to ROPA
Achievement: Graduated as Salutatorian of Officers Development Program Batch 4
Topped the Phase 1 – Revalida (Elimination Round)
TECHNICAL SKILLS
Knowledgeable in Finacle Banking System and EDGE · Proficient on Microsoft Word, Excel, and
Powerpoint · Knowledgeable on ATM Loading for NCR and Wincor model
EDUCATION
Bachelor of Arts in Business Economics (Cum Laude)
University of the Philippines
OTHER INFORMATION
With interpersonal skills · Flexible · Willing to learn new things · Willing to travel
PERSONAL INFORMATION
Single · Filipino · Church organist
