RODRIGO JABAR MORALDE JR.
PERSONAL STATEMENT
SOCIAL MEDIA
FB: ROD MORALDE
IG: @laagnirodrei
ADDRESS
PUROK MAHOGANY, NONOK
NORTE, MAASIN CITY,
SOUTHERN LEYTE, 6600
PHONE
+(63)918-300-7089
EMAIL ADDRESS
rodrigojr.moralde@gmail.com
COMPETENCIES
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I am multi-skilled, adaptable, and highly motivated individual with
years of experience in various facets of work industry, seeks a
challenging and varied position that will enable me to capitalize on
my professional experience, with opportunities for personal and
professional growth.
PERSONAL INFORMATION
Date of Birth
Age
Place of Birth
Gender
Status
Height
Weight
: June 7, 1992
: 28 years old
: Maasin City, Southern Leyte
: Male
: Single
: 174 cm.
: 63 kls.
EDUCATIONAL BACKGROUND
BACHELOR OF SCIENCE IN ACCOUNTANCY
Saint Joseph College, Maasin, Leyte
Maasin City, Southern Leyte
A.Y. 2010 – 2014
Nonok Norte National High School
S.Y. 2005 – 2010
Honors: Valedictorian, Best in Mathematics
& Science, Full Academic Scholar Awardee
Nonok Norte, Maasin City, Southern Leyte
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Proactive Team Player 
Ability to work in a fast
paced environment to set
deadlines and
enthusiastic employee
who contributes well to
The management
Keen to details
Multi- tasking capabilities
Sales Experience
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KEY SKILLS
Nonok Norte Elementary School
Honors: First Honorable Mention
Nonok Norte, Maasin City, Southern Leyte
S.Y. 1998 – 2005
EMPLOYMENT HISTORY (Please refer to page 2 for reference)
BANCASSURANCE SALES EXECUTIVE
BPI-Philam Life Assurance Corporation
Makati City, Metro Manila
MARCH 7, 2018 - Present
BRANCH OPERATIONS OFFICER – RELIEVER
MAY 08, 2017 – March 6, 2018
Philippine Bank of Communication – Rural Bank
Dipolog City, Zamboanga del Norte
 Experienced in forging
positive client
relationships 
INTERNAL AUDIT SPECIALIST
OCTOBER 8, 2014 – MAY 8, 2017
 Excellent critical thinking
Philippine Bank of Communication – Rural Bank
and problem solving skills
Dipolog City, Zamboanga del Norte
 Audits
 Highly-driven and goalAWARDS AND RECOGNITION
oriented 
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PERSONAL REFERENCES
1. JAYPAUL L. SALVALEON
Area Manager
BPI-Philam Life
+639178369059
 Million Dollar Round Table (MDRT) Qualifier 2018
 ALPHA AWARDEE 2018
o President Circle – Case Count (CC) Category
o Elite Circle – Annualized Net Premium (ANP) Category
 Sales Learning Convention (SLC) Qualifier 2018 – South Korea
RELEVANT TRAININGS AND WORKSHOPS
2. ANLIZA B. REFUGIO, CPA
Internal Audit Group Head
PBCom - RB
+639177083544
INTERNAL AUDIT TRAINING (A Practical Approach)
Rural Bankers Association of the Philippines (RBAP)
Gov. Licaros Hall, RBAP Bldg., Intramuros, Manila
July 8-9, 2016
3. ROTSEN MAE R.DELA CRUZ
Bancassurance Sales Exe.
BPI-Philam Life
+639178481175
AUDIT MANAGEMENT SEMINAR
Global Business Standard Philippines
Cebu Grand Hotel, N. Escario St., Cebu City
May 29-30, 2016
4. LORNA C. DEBERTO
Branch Manager
BPI Surigao City Branch
+639479979426
RISK MANAGEMENT SEMINAR
Philippine Bank of Communications (PBCOM) – Rural Bank
Dipolog City
July 3-4, 2015
Employment History (details on job decription)
March 8, 2018 - Present
BANCASSSURANCE SALES EXECUTIVE
BPI-Philam Life Assurance Corporation
• Cross-sell and upsell BPI -Philam products to BPI customers
• Establish, maintain and grow good relations with bank partners in the branch, and
prospective and existing clients of BPI
• Provide excellent customer service and after sales service to clients of BPI
• Prepare, submit, and analyze sales reports on a regular basis
• Attend weekly meetings with bank partners and Bancassurance Area Managers for
production updates and marketing campaigns
May 8, 2018 – March 7, 2018
BRANCH OPERATIONS OFFICER – RELIEVER
Philippine Bank of Communications Incorporated – Rural Bank
• Establish an exciting and welcoming affair for prospective clients on entering the bank
• Supervise debit, credit or cash transactions, as well as other forms of payments within the bank
• Review cash accounts on a daily basis
• Supply clients with relevant information on products and services available in the bank
• List all promotions and relay them to customers
• Resolve customer issues pertaining to products and services
• Manage exchanges and returns, taking into account the bank’s procedures on such matters
• Maintain an extensive report on daily, weekly, and monthly transactions
• Sufficient clerical, bookkeeping, and administrative cash handling experience
• Ability to execute assigned duties effectively by proper understanding of both verbal and written
directives
• Adequate customer service orientation and experience.
October 8, 2014 – May 7, 2017
INTERNAL AUDIT SPECIALIST
Philippine Bank of Communications Incorporated – Rural Bank
• Identify and assess areas of significant business risks and reviewing operations internal control
• Implement best audit and business practices in line with applicable internal audit statements.
• Manage resources and audit assignments.
• Identify and reduce all business and financial risks through effective implementation and monitoring
of controls.
• Develop, implement and maintain internal audit policies and procedures in accordance with
company’s policies and procedures and all external regulating bodies.
• Compile and implement the annual Internal Audit plan.
• Conduct ad hoc investigations into identified or reported risks.
• Oversee risk-based audits covering operational and financial processes.
• Ensure complete, accurate and timely audit information is reported to Management and/or Risk
Committees.
• Overall supervision of planned annual audits.
Scope:
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Branch Operations Audit
Fraud/Special Audit.
Departmental Operations and Controls Audit.
Inventory Audit and Validation of Receivables
Client Account Reconciliation/validation Audit.
Financial Audit – Selective Financial Accounts