Ivy Miguel Email & Phone Number

Ivy Miguel is a Treasury Management Support and Operations Officer at CalPrivate Bank. She possess expertise in credit, customer service, mortgage lending, banking, loans and 19 more skills. Colleagues describe her as "I have known Ivy for the past few years, she has worked as CSR with Bank of America. I have been consistently impressed by both Ivy’s attitude toward her work and her performance on the job. She always had the “ Can Do” attitude while taking on all tasks with a positive energy and smile. Her upbeat personality and engaging personal style enabled her to interact effectively with clients and staff. Please feel free to contact me if you have any questions about Ivy. Sincerely, Razmig Zanian "

Listed skills include Credit, Customer Service, Mortgage Lending, Banking, and 20 others.

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  Treasury Management Support And Operations Officer

  Calprivate Bank

  Jan 2023 - Present - United States

  Responsible for managing and providing primary servicing support for clients of high value, complex Treasury Management relationships.Responsible for maintaining a high level of client satisfaction by managing and servicing the treasury needs of clients.Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.Escalate issues as necessary with bankers, management, and product/vendor management teams.Partnership with the Treasury Management Officer for onboarding of major client relationships or complex industry types.

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  Duarte High School

  High School Diploma