Leo Ramos

I’m a detail-oriented banking and accounting professional with over 6 years of experience supporting clients through non-voice channels, managing complex disputes, and driving digital transaction accuracy. I combine strong written communication with structured case handling to keep customer requests moving from intake to resolution.

In my Junior Officer role, I managed high volumes of email inquiries with clear, professional written English. I used Salesforce to document, categorize, and track the lifecycle of customer requests, while leveraging Finacle and Tsys to investigate account discrepancies, transaction errors, and status updates requested through digital channels.

I also specialize in formal dispute management—reviewing internal data and providing written explanations or resolutions. Through cross-functional coordination via email (including Sales and Compliance), I helped resolve multi-level customer issues and improved service quality by supporting updates to SOPs for email handling.

As a Sales Officer (Credit Card Field Sales), I proactively identify and engage applicants through field prospecting and corporate site visits, consistently exceeding monthly acquisition KPIs and earning Top Sales Officer rankings (Top 2 in 2024, Top 1 in 2025). I conduct credit assessments and document collection, deliver persuasive product presentations, and maintain compliance and data privacy standards throughout the process.