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