BDO MALASIQUI BRANCH
ACTION PLAN
Goals
 To identify usual
causes of errors in all
transactions
 To improve client
assessment in all
transactions
Prepared by:
ANJANETTE F. DE LA PEÑA
Client Service Associate II
Tasks
(What you need to do to achieves
your goals)
Always double check the
monetary amount to be
withdrawn or deposited by
clients, by using the bill counter if
it is a huge amount and by
personal piece count.
Check every details of the client’s
data such as signature, date of
transaction, account name and
number, amount written by
client and amount to be
rendered.
Noted by:
MAGGIE S. GACETA
Supervising Officer
Success Criteria
(How you can identify your success)
Review transactions at mid-day
balancing and final balancing
after all transactions were done.
Perform Self vouching before the
customer leaves the counter
Approved by:
MARIA CRISTINA G. CATERA
Branch Head
Professional
Growth
(What will happen if you pursue your
goal)
I will be more effective and
efficient in work.
With this practice, I will be more
professional in doing my tasks
and use it further to any
workloads I have to handle