Beruflich Dokumente
Kultur Dokumente
Narrative report
Submitted by:
JERAMIE T. QUINTANO
ACT/J2X
Submitted to:
MR. OLIVER M. JUNIO
Dean
2ND sem/2011-2012
ACKNOWLEDGEMENT
Table of Contents
I.
ACKNOWLEDGEMENT
II.
COMPANY HISTORY
III.
IV.
ORGANIZATIONAL CHART
V.
VI.
LESSON LEARNED
VII.
CONCLUSION
VIII.
PHOTO GALLERY
10
IX.
SUPPORTING DOCUMENTS
X.
Referral Letter
Weekly Accomplishment Report
DTR
Midterm Appraisal
Final Appraisal
Certification
11
12
21
22
23
24
25
PHOTO GALLERY
MISSION
VISION
Customer perception
o The preferred financial services provider
o The customer-centered organization with a passion for
service excellence
COMPANY HISTORY
The Early Years
The Philippine National Bank was
established as a government-owned banking
institution on July 22, 1916 with
headquarters in the old
Masonic Temple along
Escolta, Manila. Its
primary mandate was to
provide financial services
to Philippine industry and
agriculture and support the
government's economic
development effort. World
War I, then raging in
Europe, generated huge
demand for the country's
major exports namely:
sugar, copra, coconut oil,
Manila hemp and tobacco.
However, not much was being
done to develop the
industries that produced
these sought-after crops since access to
credit facilities was limited then. To
solve this problem, Henderson Martin, Vice
Governor of the Philippines, together with
Mr. Miguel Cuaderno (who later became
Central Bank governor) drafted the charter
for a national bank.
In February 4, 1916, Public Act 2612 was
passed by the Philippine legislature
providing for the establishment of the PNB
to replace the small P1 million governmentowned Agricultural Bank. PNB's first head
office was the Masonic Temple along
Escolta, the then "Wall Street of the
Philippines" in the bustling district of
Sta. Cruz in Manila. An American, H. Parker
Willis, was its first president.
"The First Universal Bank in the country"
With PNB's establishment, Filipinos found a
bank of their own. PNB was authorized to
grant short and long-term loans to
agriculture and industry. The Filipino
farmers then could avail of loans with
interest between 8% to 10% per annum. PNB
was also authorized to receive deposits,
open foreign credits and rediscount bills.
A New Beginning
In early 2000, the Lucio Tan Group became
the single biggest private stockholder.
The group pumped in nearly P20 billion
fresh capital in less than one year. This
was done to emphasize the commitment of the
new stockholders' group to the improvement
of the Bank's financial condition, which
has been incurring losses in operations,
due to poor asset quality.
LEASSON LEARNED
Conclusion
WEEK 1
Day 1
December 01,2011
8:00am 5:00pm
My very first day at my OJT, I feel very nervous at that. There
are also other trainees from other school aside from us..And
then, Maam Cristy introduce us to the to the staff of PNB, and
then we were given the instructions on what we should do, about
the minimum balance of a passbook which is Ph.10,000 and an ATM
account which is Ph.5,000 and which form we will give to the
costumer for the opening of an account. We were instructed also
to assist costumers, answer phone calls. We also do copies of
receipts from transacting for record keeping. And we were told
that we should learn how to use the bank computer program. After
maam cristy instructed us on what we will do, I already start
assisting costumer those who open an account and answering phone
calls from client. Its a little difficult at first because
there are many costumer on that day. At 5pm I logged out from
there.
Day 2
December 02,2011
7:30am 12:00nn
Second day of my OJT. Less working hours than the first day. Me
and Amabelle arrive early at the bank, and when we came there
the bank is still closed, so we helped some stuffs for
decorating the Christmas tree. When its time to open, we went to
our designated posts,same as yesterday, I assist costumer but
only few people are there.At 11am amabelle already went out,,so
I assigned to answer some phone calls from the costumers. And
then Maam Cristy ask me to count the money on her table, which
is 100 pcs every bundle and then she told me to give it to the
teller..And after that I ask permission to go,, at exactly 12
noon I went out and need to go to school for my class.
WEEK 2
Day 3
December 07,2011
7:20am 12:00nn
Its my 3rd day of my OJT, same as yesterday I assigned to
assist new costumer,answering phone calls and maam cristy
teach me how to use the Xerox machine. Since only few clients
are there, while waiting I only cut some transaction form
needed for the costumers for opening an account because there
are only few form are left at the box..and at 12 I ask
permission to go.
Day 4
December 8, 2011
7:33am 19:00pm
Previous days we only spent few hours on the OJT, but this day
we did so many things. I kicked up the day by checking clients
forms and arrange some files at the vault. When I finish at
the vault, I transfer to the other post where my CO-OJT
assigned, and then they teach me now what to do for the other
transaction papers.. And I also try scanning the files..
Week 3
Day 5
December 14,2011
7:30am 18:00pm
When we arrive at the bank, Maam cristy introduce us a new
trainee from STI..Today, many costumers at the bank, maybe
because theyre getting pumped up for the coming Christmas
season. We did many thing again, we were taught to verify
every transactions with there signature from our record. And
Sir james assigned me to arrange the files of the BIR
transaction and check the deposit and withdrawal slip. Today I
realize that its really difficult to work at the bank
especially if they assigned you in hard work..But anyway, even
I feel so tired today but I enjoy doing this job..
Day 6
December 15,2011
7:23am 17:06pm
Our exam is already finish, so its already our Christmas
vacation but still need to go to bank for job. Today, only a
few costumers went to bank for transaction. Me and my co-ojt
from SPCBA assigned to arranged files at the vault, which i
hate because its a little dusty inside. But after an hour I
transfer to the managers table, coz maam Eldz assigned me to
used the computer to update and correct the files of the
clients.
Day 7
December 16,2011
7:00am 18:00pm
I assigned to check some files and deposit/withdrawal slip and
scan them. After I scan all the files, I continue what I am
doing yesterday, updating and correcting the accounts of
clients..because they encode some clients information
uncorrectly. Before we go home Sir james ask us if we want to
work the next day(Saturday), so, me and amabelle decided to
come to the bank. And then we ask permission to go home
already.
Day 8
December 17,2011
8:00am 17:09pm
Its rainy,windy,cold saturday. Met up with amabelle at the
Olivarez Plaza we will go to bank together. When we arrived at
the bank, other staff and trainee already there. They are
already busy at the computer for updating and correcting the
accounts(we call it CIM), they must need to complete it before
the end of this month because the auditor will visit at the
bank.
Week 4
Day 9
December 19,2011
7:00am 19:00pm
Accomplished 9 days!! Im a little busy today because there are
many costumers come to the bank. I assigned to assist new
client for opening account and some those who have withdrawal
transaction and I give it to Maam Cristy, since many clients
inside Maam Cristy and Gerlie accept deposit and withdrawal
slip. and I also answer phone calls from costumer asking for
bank transaction..
Day 10
December 20,2011
7:30am 18:00pm
I assigned using the computer today, for scanning and saving
the client form at the computer. Our manager also ask me to
scan the dollar money, because we need to save the serial
number to the computer files before we give to the costumer.
And again I do updating and editing some costumers files.
Day 11
December 21, 2011
7:31am 18:00pm
Christmas season is already past approaching,,, But today we
need to work double time because there are many people inside
the bank withdrawing money and deposit. And we helped with
payroll deposit for the incoming bonus release for some
companies. At 11:30 its my breaktime, time to eat my lunch
with my co-ojt. And after my breaktime I go back to my
designated post to continue my work..
Week 5
Day 12
December 26,2011
7:50am 19:00pm
Back to work again after enjoying the Christmas,,But literally
we dont have a lot of work to do..So me ang Jopay my cotrainee just stay at the vault cleaning and arranging the
files..I feel a little sleep, so I transfer to our table to
operate computer and do scanning new signature card and save
it in computer..
Day 13
December 27,2011
7:42am 18:00pm
While amabelle is already positioned to use the computer, I
was assigned again to answer phone calls from clients and do
assist new costumer for opening a new account and Xerox their
requirements needed at the bank. And there is one client
inquire me about the car loan, since I dont about it I ask
Ma,am Kath and shes the one who discuss to the client. I
really like Maam Kath coz shes so nice to us and she always
teach us what to do.
Day 14
December 28,2011
7:38am 18:00pm
Computer works to start the day . I updated the clients files,
and delete close accounts. And checking the withdrawal and
deposit slip before scanning and save to the computer. And
after our lunch, I help my co trainee at the vault to find the
files of the client because Sir James need it, to check the
record. Its a little difficult to find a files at the vault
because some of the files did not arrange alphabetically. So
tired today when I go home.
Day 15
December 29,2011
7:20am 22:00pm
This day is our Christmas Party, but we are very busy because
there are so many people at the bank. I am positioned to use
the computer, after amabelle checking the transaction
receipts,I scan it and save it to the computer. I like doing
this computer job..After our lunch, maam cristy told us to
prepare the balloon need in our Christmas party, and we also
prepare a little dessert, and some of the foods will bring by
a staff at night during our party. So, the party start already
at 7pm,, we enjoy that night, we are having a parlor games and
have a cash prize..and they also give a Christmas gift to all.
I already go home that night at 10.
WEEK 6
Day 16
January 4, 2012
7:30am 6:20pm
Its another day again to spend whole day at the bank,, I help
Maam Cristy assist client who want to withdraw and deposit
money..and answering some inquiries of the costumer..I feel
tired standing just to entertain the needs of the client, but I
still need to work to finish my OJT.
Day 17
January 5, 2012
7:25am 5:30pm
I was assigned to use the computer, first I check transaction
bills and fixed some errors about the details. And scan the
receipt and the bank cheque and compute the total amount if it
is correct and put it in the record, and I give it to Maam Elda
for her signature. And after that I keep all the files in the
vault for the clients record. It is just easy job for me and I
enjoy doing it. And at 5:30 I ask permission to leave already.
Day 18
January 6,2012
8:00am 6:00pm
Same as yesterday, I positioned again to use the computer.
Checking transactions and scanning.. When I complete doing it,
Maam Elda ask me to find the clients record at the filing
cabinet at the back,, suddenly I find it and give it to her.. So
went to the vault to help my co trainees to find some files.
WEEK 7
Day 19
January 11,2012
7:00am 12:00nn
Now I was assigned at managers table to use his computer, for
editing some client record..Thats only what I do until I logged
out at 12 noon and went to school for my class.
Day 20
January 12,2012
7:30am 16:00pm
Not so many things to do at the bank today, also only few
clients at the premises and its too silent today. So me and my
co trainee just arrange some documents at the file room.
Day 21
January 13,2012
7:30am 12:00nn
Today I will work only half day ,,because I have a class at 1pm.
So we just checking the withdrawal/deposit slip and BIR slip and
amabelle scan the receipt..And I help arranged files that need
to compile at file room..
WEEK 8
Day 22
January 19,2012
7:30am 14:00pm
I met up Amabelle at Olivarez Plaza, we went to the bank
together and we arrive earlier than the other employee there. We
do have a lot things to do today. We need to finish editing some
file errors on the computer data bank, so I use managers
computer to do it, while Amabelle use the other computer also.
WEEK 9
Day 23
January 25, 2012
7:30am 12:00
Today, theres new trainee from AMA that introduced to us. Maam
Cristy told me to teach the new trainee of what to do. So I used
the computer and teach her how to scan the files and save, and
check the withdrawal/deposit slip before scanning the receipt
and cheque.
Day 24
January 26,2012
7:30am 13:00pm
Time flies its last day of my OJT, Ive reached my quota
already, so my energy today is full blast. So I have to give my
all today, I was instructed to teach the new trainee how to
assist new costumer for opening an account and what form is
needed and the requirements required.. I also teach her how to
use the Xerox machine and what to say when answering the phone
calls from the client..I am a little sad today coz its my last
day I will miss my co-trainee and staff of the bank, because
theyre so kind to me. But I am happy also coz I already finish
my OJT. At 1 oclock we already ask permission to go..