Anna Terizza Mari Reyes

Experience

• 

  BDO Life Assurance Company, Inc.

  Jun 2014 - Dec 2017

  Financial Advisor

  Responsible for providing financial planning services to a cluster of BDO branches armed with BDO Life's competitive line of insurance products and services. Conducts sales activities to ensure achieving individual monthly and net annualized commissions. Presents BDO Life products to prospective clients according to pre-determined standards.

• 

  Bank of the Philippine Islands (BPI)

  Jan 2018 - Jul 2024

  Relationship Officer acts as a financial solution provider for both existing and potential new accounts with the goal of growing revenue as directed. Develops or enriches business with an existing client by providing financial solutions. This includes cross-selling products and services such as foreign exchange (Treasury & BPI Forex), insurance (BPI MS & Bancassurance), cash management products, investments, credit card, personal loan, auto and housing loans, etc. according to the needs of the clients. Manages overall profitability of each relationship. Show less

  • Corporate Sales Officer

    Jul 2023 - Jul 2024

  • Retail Sales Officer

    Nov 2022 - Jul 2023

  • Branch Sales Officer

    Jan 2022 - Nov 2022

  • Relationship Officer

    Jan 2021 - Dec 2021

  • Field Sales Officer

    Jul 2018 - Dec 2020

  • Sales Officership Training Program

    Jan 2018 - Jul 2018
• 

  Security Bank Corporation

  Aug 2024 - now

  Manager/Sales Officer