Anna S. Email & Phone Number

Los Angeles Metropolitan Area

Los Angeles, California

Los Angeles, Ca

•Supported total fee revenue of $907K+ and generated personal fee revenue on team equating to $251K+.• Reviewed bank statements and prepared pro formas and proposals.• Implemented internal national referral system for Small Business clients in collaboration with team; streamlined sales efficiencies and played key role in elevating proactive sales approach.• Provided business justification to Senior Management to train customer service personnel on Cash Management sales, enabling Treasury Sales Associates to focus high-value opportunities.• Developed and facilitated training for Retail Business Bankers and Personal Bankers on Cash Management product and service portfolios boosting overall revenue.• Engaged Citibank partners and clients to ensure efficient and timely implementation of Cash Management product and services.

Los Angeles, California

• Created new system to effectively manage support activities for sales professionals, boosting effectiveness in gathering customer data, needs, and contact information.• Implemented joint call with sales and implementation teams to review deals, aligning up to 15 employees on common goals and increasing efficiencies.• Enhanced customer satisfaction by instituting joint call between Cash Management Enrollment Unit, Sales Officers, and Associates to align objectives for implementation timelines and enrollment process.• Provided input in development of products, forms, customer service, and implementation.• Maintained oversight of timely and efficient implementation of Cash Management products/services.

Burbank, California

Corporate Legal Intellectual Property Enforcement• Reviewed instances of possible intellectual property violations to protect Disney brand.• Prepared cease and desist letters and assisted with litigation matters.

Los Angeles, California

During these years, held two roles: Business Banking Officer and Financial Operations Manager, overseeing 7 employees while accomplishing 5-star audit.

Burbank, Ca

Corporate Legal Intellectual Property Enforcement• Reviewed instances of possible intellectual property violations to protect Disney brand.• Prepared cease and desist letters and assisted with litigation matters.

Los Angeles, California

Actively participated in core project to transition functionality from legacy system to web-based product.• Analyzed and mapped out clients’ business requirements and objectives.• Coordinated testing and end-user training, positively impacting business performance.

Los Angeles, California

During these years, held various roles: Business Banking Officer, Personal Banker, Operations Specialists and Head Teller.

Textile Branch

Consumer and Business Account Representative

Lincoln Heights Branch

Bachelor Of Science (B.S.), Business Administration And Management, General

Itmi Certificate, Tour Director

Paralegal Certification