Anna M.
Mid-Level Banking Sales Officer
Open to offersNew to PlatformAbout
Anna Marie S. is an experienced banking and business development professional with a background in financial services, customer support, and administrative functions. As a Business Development Sales Officer – Assistant Manager at East West Banking Corporation, she solicited bank products, developed client solutions, analyzed processes, and ensured regulatory compliance through tasks such as K.Y.C. and A.M.L. screening. Previously, at Security Bank Corporation, Anna Marie S. managed client relationships, handled account documentation, and ensured legal adherence in consumer lending. Her tenure at Alorica Teleservices Inc. included roles supporting Barclays Bank US, where she utilized database applications, managed real-time analytics, generated operational reports, and processed customer inquiries with proficiency in Microsoft Office and Google applications. She holds an AB in Political Science and has passed the Civil Service Examination (Professional). Anna Marie S. demonstrates proven abilities in client onboarding, compliance checks, and financial process optimization within the banking and BPO industries.
Experience
Business Development Sales Officer – Assistant Manager
East West Banking Corporation · 2024 — 2024Promoted bank products including low cost and high cost accounts, consumer loans, and bancassurance while supporting clients in making banking decisions. Evaluated branch procedures and introduced new processes for greater productivity and efficiency. Managed operational risk and ensured compliance by verifying client identification and income documents, completing Know Your Customer (K.Y.C.) procedures, and conducting Anti Money Laundering (A.M.L.) screening. Ensured all Politically Exposed Persons (P.E.P.), close associates, and family members underwent risk assessment. Maintained audit requirements by enforcing documentation standards and legal regulations. Sent proposals aligned with client banking needs, attended client meetings to present offerings, and addressed client complaints by analyzing and resolving concerns.Sales Associate – Junior Assistant Manager
Security Bank Corporation · 2022 — 2024Solicited a variety of bank products such as low cost and high cost accounts, consumer loans, and bancassurance. Fostered client relationships and managed documentation for account opening and lending. Handled operational risk management by validating client identification and compliance with Know Your Customer (K.Y.C.) and Anti Money Laundering (A.M.L.) standards. Screened Politically Exposed Persons (P.E.P.), associates, and family for risk levels. Facilitated information flow between organizations to enhance new system implementation. Engaged clients with product offerings, responded to inquiries, and analyzed issues to recommend appropriate solutions.Real Time Analyst (Barclays Bank U.S. & Affirm)
Alorica Teleservices Inc. · 2021 — 2022Coordinated responses to client and operational requests, answered email inquiries, and managed onboarding and termination processes for agents. Handled agent scheduling and monitored real-time productivity, utilizing custom trackers and formulas to generate and dispatch interval reports. Escalated system difficulties and outages as the primary contact, while participating in meetings and maintaining communication with business teams to enhance account efficiency.Customer Service Representative (Barclays Bank U.S.)
Alorica Teleservices Inc. · 2019 — 2021Applied Know Your Customer (K.Y.C.) standards to all calls and adhered to disclosure protocols for account information. Provided payment processing, addressed account and fraud-related concerns, blocked credit cards, and initiated credits for unauthorized charges. Supported clients by responding to inquiries, assisting with general questions, transaction reviews, updating information, and managing disputes. Created and followed up on complaint cases and performed troubleshooting for mobile application errors.Intern
Commission on Elections (COMELEC) · 2018 — 2018Assisted administrative personnel by scheduling meetings and coordinating appointments, supporting general office tasks and projects. Prepared administrative documents such as expense requests, invoices, and memos, maintained meticulous records, and oversaw stock room inventory. Handled basic bookkeeping tasks and composed correspondence for administrative staff, ensuring sensitive information remained confidential.
Skills & Expertise
Education
- AB Political ScienceColegio De San Juan de Letran