Anna

Banking Operations Specialist | Fraud & Disputes Analyst | Customer Support Spec

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Overview

Looking for part-time work (4 hours/day)

at $4.98/hour ($480.00/month)

Bachelors degree

Last Active

July 6th, 2026 (7 days ago)

Member Since

November 22nd, 2020

Profile Description

Seeking part-time employment during graveyard hours in the Philippines.
I bring extensive experience in banking and customer service, specializing in account management, dispute resolution, and customer support across diverse financial institutions. My current role at JPMorgan Chase & Co. as an Account Specialist focuses on banking operations and customer complaint resolution.
Previously, as a Chatbot Manager at HSBC for two years, I successfully implemented solutions that enhanced customer engagement and streamlined operations. I have a proven track record of improving customer experience through effective process optimization, proactive engagement, and strategic problem-solving.
Equipped with strong analytical skills, a comprehensive understanding of financial products and services, and exceptional communication abilities, I am committed to delivering results and fostering long-term client relationships in dynamic environments.
I hold a B.S. in Psychology and have completed a TESDA-accredited call center training course.
Core Service Areas:
• Customer Service & Support:
- Direct customer assistance (via phone, chat, email, or other channels).
- Handling inquiries, providing information, and guiding customers.
- Proactive customer engagement.
• Account Management:
- Managing client accounts, including record keeping and status updates.
- Assisting customers with account-related issues or requests.
- Fostering long-term client relationships.
• Dispute Resolution & Complaints Handling:
- Investigating and resolving customer complaints.
- Mediating disputes and finding satisfactory solutions.
- Escalating complex issues when necessary.
• Banking Operations Support:
- Performing back-office banking tasks (e.g., transaction processing, data entry and management, reporting and documentation, account closures).
- Ensuring compliance with banking procedures.
- Assisting with operational aspects of financial services.
• Digital Customer Engagement & Optimization:
- Managing and optimizing chatbot interactions.
- Implementing solutions to enhance digital customer experience.
- Streamlining online customer service processes.
Digital Toolset:
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
• Customer Relationship Management System (Salesforce)
• Amazon Connect
• LiveChat
• Confluence
• Zoom
• Slack
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• Google Drive
• Canva

Top Skills

Experience: 1 - 2 years

Responded to UK customer inquiries via email, proactively identifying complaints and vulnerabilities to ensure timely and appropriate action and resolution. Oversaw Manila Mailbox servicing, emphasizing controls and providing evidence of critical Service Level Agreement (SLA) adherence. Enhanced servicing flows to align with existing internal guidelines. Collaborated with stakeholders for continuous process improvement. Managed data reporting for the Mailbox function, ensuring accuracy in productivity and data trend tracking.

Experience: 10+ years

Contributed to building a top tier banking experience, aiming for number one in customer service and fostering an exceptional workplace environment. Possesses expertise in managing UK and US credit and debit card inquiries, initiating dispute and indemnity claims, processing payments, reporting lost and stolen cards, and providing support for online banking access. This role also involves diligently monitoring and recording artificial intelligence errors to reduce inaccuracies in the customer chat system, thereby enhancing the overall customer journey and satisfaction.

Experience: 2 - 5 years

Trained in managing cases involving Relationship Closures, Legal Name Change, Cancellation of Recurring Payments, Negative Balance, Credit Payment Recovery, and Customer Complaints in a UK bank. Specialized in handling Relationship Closures, with minor contribution in Cancellation of Recurring Payments and Customer Complaints.

Other Skills

Experience: 1 - 2 years

Specialized in US credit card dispute processing. Assisted customers in resolving disputes with merchants, handling concerns related to disputed transactions including filing dispute cases, explaining chargeback representment processes (following Visa and Mastercard guidelines).

Experience: 1 - 2 years

Specialized in US credit card. Investigating claims of unauthorized or fraudulent transactions.

Basic Information

Age
35
Gender
Female
Website
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Address
Parañaque City
Tests Taken
IQ
Score:  136
DISC
Dominance: 33
Influence: 40
Steadiness: 16
Compliance: 11
English
C2(Advanced/Mastery)
Government ID
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