Daniel Wright Email & Phone Number

Manage and execute client requests for private banking services, including global transaction services, wire transfers and foreign currency related transactions while providing personalized financial solutions.Open new accounts for customers, including checking, savings, certificate of deposit as well as negotiating rates for money market accounts.Assisted clients with mobile application and online banking inquiries, as well as troubleshooting mobile banking applications.Work closely with compliance department to ensure BSA standards are met and responsible for quarterly training on BSA curriculum.Assist in operations functions such as processing deposits, withdrawals, wire transfers and attend to customer inquiries.

Initiated and led targeted media relations initiatives to drive customer acquisitions and engagement, contributing to increased brand visibility.Provided in-depth nutrition guidance to customers, communicating the benefits of health food offerings and promoting customer engagement.Led in-store marketing campaigns to further the company’s footprint on social media by interacting with clients and educating them about the brand.

Demonstrated adept risk management skills, effectively navigating market volatility and optimizing investment outcomes. Experience in trading primarily options & derivatives, stocks & cryptocurrency.

Cultivated brand engagement and customer loyalty through dynamic social media interaction, fostering a vibrant and engaged community.Spearheaded social media campaigns, curating compelling content to amplify brand visibility and drive customer acquisitions, solidifying the brand's digital presence.Provided personalized customer service experiences, enhancing brand trust and elevating customer satisfaction levels to bolster long-term brand affinity.

Bachelor'S Degree, Political Science And Government

Bachelor, Political Science

Education record