jaime suralta

* developing a business plan for the branch * communicating and implementing business, marketing and sales plans * monitoring sales targets and budgets, and producing figures and reports * assessing lending risk * motivating staff to meet targets * understanding the needs of individual and business customers * staff supervision and training * ensuring staff follow rules and procedures to prevent fraud * dealing with any customer complaints * attending meetings or conferences * promoting the bank in the local community.

Responsible for overseeing all administrative functions of the business. A major part involves leading, directing, and managing employees. Overseeing project leaders assigned tasks to track performances and meeting target dates. Administers business operations, such as accounting, paperwork and payroll. Ensures administrative efficiency, proper procedure, implementation of policies and employee morale. Reports directly to CEO and COO in Tokyo, Japan to ensure wishes of the management are communicated properly. Handles business presentation to potential clients (from prospecting to deal closing) for magazine advertisements. Conducts interview to different personalities in the entrepreneurial community.

* soliciting new business, cross-sells and up-sells indentified Insular Life products to prospect clients * providing clients with advice on financial matters * making recommendations on ways to best utilize their money * advising clients on products and services available and ensuring they are aware of and understand those that best meet their needs such as savings plan, investment in mutual funds, health and life protection.