James Bernal

James Bernal Email and Phone Number

Account Manager at Truist @ Truist
charlotte, north carolina, united states
James Bernal's Location
Woodstock, Georgia, United States, United States
James Bernal's Contact Details
About James Bernal

Experienced Manager and Client Service Specialist with a demonstrated history of work in the financial services and retail industries. Skilled in Customer Service, Transaction Processing, Research and Reconciliation and Audit and Compliance issues.

James Bernal's Current Company Details
Truist

Truist

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Account Manager at Truist
charlotte, north carolina, united states
Website:
truist.com
Employees:
8972
James Bernal Work Experience Details
  • Truist
    Account Manager-Foundations And Endowments
    Truist Oct 2015 - Present
    Greater Atlanta Area
    • Client service • Transaction processing• Fund accounting• Account opening and closing• Wire and check processing
    View
  • Suntrust Bank
    Corporate Actions Vendor Liaison
    Suntrust Bank Jul 2013 - Oct 2015
    Greater Atlanta Area
    • Review and reconcile outsourced corporate action functions• Answer corporate action client inquiries• Report and escalate issues• Research worthless securities• Manage proxy process• Shadow post transactions• Assist with audit and risk and compliance issues
    View
  • Suntrust Bank
    Mandatory And Voluntary Reorg Supervisor
    Suntrust Bank Nov 2005 - Jun 2013
    Greater Atlanta Area
    • Verify corporate action events• Review corporate action folders• Review corporate action transactions• Manage proxy process• Hire and manage teammates• Conduct performance reviews• Participate in audits• Report issues to senior management
    View
  • Progressive Insurance
    Claims Adjuster
    Progressive Insurance Mar 2005 - Nov 2005
    Greater Nashville Area, Tn
    • Review auto claims• Research accident scenes• Conduct interviews with involved parties and witnesses• Complete estimates on damaged vehicles• Negotiate settlements with claimants and auto repair facilities
    View
  • State Street
    Manager
    State Street Jan 1999 - 2004
    Greater Nashville Area, Tn
    • Managed a team processing principal and income payments• Researched incorrect factors and other payment issues• Researched and reported on position and cash discrepancies• Conducted performance reviews• Managed personnel issues • Involved in internal and external audit processes
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  • Deutsche Bank
    Mandatory Reorg Administrator
    Deutsche Bank Feb 1998 - Jan 2000
    Greater Nashville Area, Tn
    • Processed mandatory corporate actions• Researched and cleared aged balances• Produced reports for management• Answered client inquiries
    View
  • Dillard'S Inc.
    Area Sales Manager
    Dillard'S Inc. Jun 1995 - Feb 1998
    Greater Nashville Area, Tn
    Managed Men’s, Women’s and Children’s shoe departments • Provided customer service• Scheduled sales associates• Hired and trained associates• Merchandised departments• Managed inventory and processed damaged merchandise
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  • Reebok International Ltd.
    Field Service Representative
    Reebok International Ltd. Apr 1994 - Apr 1995
    Greater Nashville Area, Tn
  • Stride Rite Bootery
    Store Manager
    Stride Rite Bootery Jun 1989 - Apr 1994
    Greater Nashville Area, Tn
    • Managed sales• Merchandised store• Ordered merchandise• Responsible for personnel decisions• Inventory control

James Bernal Skills

Risk Management Banking Portfolio Management Financial Analysis Asset Management Business Analysis Leadership Mutual Funds Customer Service Equities

James Bernal Education Details

Frequently Asked Questions about James Bernal

What company does James Bernal work for?

James Bernal works for Truist

What is James Bernal's role at the current company?

James Bernal's current role is Account Manager at Truist.

What is James Bernal's email address?

James Bernal's email address is lo****@****ail.com

What is James Bernal's direct phone number?

James Bernal's direct phone number is +140472*****

What schools did James Bernal attend?

James Bernal attended Unversity Of Georgia, University Of Missouri-Columbia.

What are some of James Bernal's interests?

James Bernal has interest in Health, Children, Education, Economic Empowerment.

What skills is James Bernal known for?

James Bernal has skills like Risk Management, Banking, Portfolio Management, Financial Analysis, Asset Management, Business Analysis, Leadership, Mutual Funds, Customer Service, Equities.

Who are James Bernal's colleagues?

James Bernal's colleagues are Ben Barber Cfp ®, Yili Vincent, Nicholas Lowman, Alicia Amos, Garrett O'malley, Cfa, Mildred (Mindy) Germain, Gasser Elsayed.

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