Daniel Barcia Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

Miami, Florida, United States

Assist Trust Services Advisory Specialist(s) with account administration, sales activities and relationship management managing a portfolio of clients with individual average assets exceeding $5 million.Provide proactive client service and addresses client inquiries.Interact frequently with clients, internal departments and/or external resources to research and resolve complex operational issues related to moderately complex to highly complex accounts.Assist in profiling and may identify client retention issues as well as potential new business opportunities across WMG product lines.Prepare preliminary client correspondence and customized professional client presentation materials to support sales/marketing efforts.Demonstrate basic to intermediate product knowledge and an ability to strategize around ways to identify new business opportunities.Assist with financial/wealth planning such as less complex spreadsheet preparation and analysis.Understand trust terminology and have the knowledge to interpret basic trust documents.Provide basic administrative support such as phone coverage, calendar maintenance, travel planning, etc.Provide work direction and training to other Trust Associates.

Miami/Fort Lauderdale Area

Provide client support to a team of Wealth Strategists, Trust advisors, Client Advisors and/or Team Leads managing a portfolio of clients with individual average assets exceeding $2 billion.Primary support activities include completing internal and external forms, account maintenance and statement analysis.Document handling and preparation of general correspondence to customers such as internal memos, financial data and asset record spreadsheets using trust application data, client presentation using Microsoft PowerPoint or other presentation software, and internal committee reports.Interface with client, typically via telephone with moderate written communication.Support Wealth Strategists, Team Leads, Trust advisors, Client Advisors with sales and client retention goals, look for cross sell opportunities and make referrals as needed.Recognize relationships as risk and notify the team.Stay abreast of product and procedural changes and the addition of new product and services.

Miami/Fort Lauderdale Area

Serve as the primary point of contact for domestic and international clients and associates with deposit and loan servicing as well as specialized services.Act as an expert generalist to navigate multiple levels of client concerns and issues for resolution.Investigate and resolve a wide variety of routine client and associate requests via telephoneAccountable for client satisfaction and maintaining responsibility for quality service and fulfillment.Identify opportunities to build client relationship by identifying new bank products and services, fulfilling or making referrals as appropriate.Work closely with business partners to ensure a high level of service and speedy resolution.Perform routine banking request such as opening new accounts, performing account maintenance as well as solving problems and handling more complex banking transactions.Implement changes to enhance efficiency.Interface with Private Client Managers and Market Executives on behalf of the client and associates to resolve customer service issues and new business development.Traveled to Boston, MA, to help set up and train the Client Separation Team Department for the International Private Bank business divestiture.

Miami/Fort Lauderdale Area

Handle request from both internal and external clients from the Premier International, Private, and International Private Bank.Ensure day-to-day operational excellence in the Center and maintain the highest level of customer service standards.Ensure that compliance and money movement requirements are met.Directly involved with the wire department in verifying and processing wire transfers. Additional responsibilities include wire transfer investigations, backing up the Premier Miami Relationship Service Managers, train new hires, and problem resolution.

Miami/Fort Lauderdale Area

Manage tellers to ensure teller line operation is efficient and effective.Ensure banking center is in compliance with federal regulations, including, but not limited to, USA Patriot Act, Anti-Money Laundering and Bank Secrecy Act.Create a positive team environment in the banking center by modeling appropriate behaviors and providing 360-degree coaching to tellers.Assist the Banking Center Manager and Customer Service Manager in leasing the sales and service process by acting as the “third in command”.Perform audits of the branch, including cash, negotiable items, and safe deposit boxes.Oversea loss prevention and control.

Miami/Fort Lauderdale Area

Responsible for processing all client transactions accurately.Provide excellent customer service, problem resolution, and making referrals to the various internal bank departments such as Mortgage and Premier Centers.Back up to the Teller Manager.