Daniel Theiss Email & Phone Number

Springfield, VA, US

Fairfax, Virginia, United States

Greater Pittsburgh Area

• Prepare and onboard clients, open and close accounts, and analyze, reconcile, and review incoming or outgoing data
• Assign operational and data analysis activities related to client onboarding
• Work closely with and provide support for Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences for a seamless client experience
• Determine the best set-up for client accounts and establish updates to client accounts
• Collaborate with different departments to complete tasks and documentation in time
• Communicate progress to team and escalate issues or potential project delays

Greater Pittsburgh Area

• Monitor compliance, debt service payments, cash and trade processing
• Coordinate with all internal shared service partners, business managers, and external parties
• Demonstrate strong attention to detail, decision making and organizational skills in banking
• Identify and settle problems quickly, communicate effectively, and take initiatives
• Facilitate training of new team members on systems, processing, and procedures

Edgewood, PA

• Supervise classroom of children in the age group of 3-5 years old
• Lead children in group activities, promote team-building, and assist with individual tasks
• Communicate one-on-one with children during structured and educational activities
• Report back to staff and families on status and progress of children on a daily basis