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Jermy Tabuzo

@jermytabuzo

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Customer experience and operations leader at BPI who digitized Buena Mano and cut annual costs by ₱553K.

Philippines

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At Bank of the Philippine Islands – Strategic Asset Management & Sales (ROPA), I helped transform Buena Mano’s digital customer experience. I launched its Viber Channel, which grew to 4,000+ subscribers, and implemented an Online Forms system that reduced annual operating costs by Php553K.

As a Manager | Marketing/Channels Engagement Officer & Customer Care Officer, I handled and escalated client concerns, created a client satisfaction survey, and built a shared database to track issues. I also introduced sales process improvements that saved ₱1.3M annually and reduced turnaround time from 12 hours to 1.5 hours.

At Teach for the Philippines, Inc., I co-designed Project GABAY for guardians and led the Tara Kaya functional literacy program. I’m a licensed Real Estate Broker and a cum laude BA Public Administration graduate of the University of the Philippines, Diliman.

Experience

Work history, roles, and key accomplishments

Teacher Fellow

Teach for the Philippines, Inc.

Jul 2024 - Sep 2026 (2 years 2 months)

Co-designed and facilitated socio-emotional skills workshops for guardians, achieving a Net Promoter Score of +76 and improved student attendance. Led the initiation, budgeting, monitoring, and impact assessment of the Tara Kaya Program, resulting in a 100% improvement in reading skills.

Project Management Budgeting Stakeholder Coordination Survey Design Data Analysis Facilitation Monitoring and Evaluation

Team Head | Business Support

Bank of the Philippine Islands

Mar 2024 - Jul 2024 (4 months)

Directed Marketing, Data Management, Systems & Project Management, and Risk & Compliance units, aligning KPIs with growth objectives. Led digital transformation of Buena Mano, launched Viber Channel with 4,000+ subscribers, and implemented paperless Online Forms reducing costs by Php553K annually.

Digital Transformation Stakeholder Analysis Social Media Management Process Improvement Mentorship KPI Alignment Project Management

Manager | Projects Officer

Bank of the Philippine Islands

Apr 2022 - Mar 2024 (1 year 11 months)

Spearheaded digitization projects that brought 95% of documentary safekeeping into digital form, reducing risk and improving efficiency. Recognized as Finalist in BPI Sustainability and Innovation Awards and BPI Excellence Awards.

Digitization Project Management Risk Mitigation Process Efficiency

Manager | Marketing/Channels Engagement Officer & Customer Care Officer

Bank of the Philippine Islands

Jan 2021 - Mar 2022 (1 year 2 months)

Handled client concerns and escalated them to concerned bank units, resolving difficult issues and avoiding legal action. Designed and implemented a comprehensive client satisfaction survey, and managed integrated marketing budget and CRM systems.

Client Relations Customer Service CRM SharePoint Kissflow Property Management Systems Budget Management Survey Design Process Improvement

Assistant Manager - ROPA Sales Officer

Bank of the Philippine Islands

Jul 2018 - Dec 2020 (2 years 5 months)

Conducted regular property inspections and escalated issues to concerned bank units, preventing complaints and legal issues. Designed and implemented multi-channel engagement programs for brokers, employees, and digital platforms, and executed direct sales of foreclosed properties.

Property Inspections Sales Engagement Programs Stakeholder Coordination People Management

Team Lead – Capital Markets & Fund Accounting

Wells Fargo Enterprise Global Services Philippines, LLC

Jul 2015 - Jul 2018 (3 years)

Supervised a team in financial reporting, reconciliations, and daily client deliverables for hedge fund clients in Singapore and the UK. Proposed and implemented efficiency projects that reduced turnaround time and delivered man-hour savings.

Financial Reporting Reconciliations Team Supervision Process Improvement Client Deliverables

Team Leader – Corporate & Investment Banking

JP Morgan Chase & Co.

Jan 2013 - Jul 2015 (2 years 6 months)

Served as the first escalation point for client, audit, and team queries, supervising trade processing teams to ensure accuracy and compliance across EMEA markets. Led efficiency initiatives that reduced trade capture exceptions and strengthened operational reliability.

Trade Processing Compliance Team Leadership Escalation Management Efficiency Improvement

Sales Officer Assistant Manager

Bank of the Philippine Islands

Jan 2009 - Nov 2011 (2 years 10 months)

Achieved annual sales targets in 2009 and 2010 while selling a hard-to-sell portfolio, maintained sales relationships with real estate brokers, and conducted property site visits. Received the BPI Excellence Award – Best Sales Unit of the Year (2009).

Sales Real Estate Relationship Management Site visits