Jose Torres Email & Phone Number

Plano, Texas, United States

Dallas, Tx

Dallas, Texas

Worked as a voluntary Corporate actions specialist for the Global desk. I'd process any foreign voluntary events as well as investigate any potential risk involved with client instructions. I worked with tenders, dividend reinvestment plans, conversion etc.This past year we were in the middle of a major migration from Dallas, TX, to Brooklyn, New York. I acted as the main point of contact for my desk while traveling back and forth between Dallas and Brooklyn to train / supervise all new hires for this move. Under this role I trained, evaluated, and supervised while maintaining BAU.

Dallas/Fort Worth Area

I worked closely with clients to ensure that their financial needs were exceeded with our products and services. While in this position I was able to strengthen my rapport with my clientele and build a endless pipeline of opportunities. Aa a banker I was able to work with clients on a personal level to ensure that goals were met and relationships were strengthened. I was recognized many times as a top tier banker. While accomplishing my goals in a competitive market I never lost sight to my clients needs.

College Station, Texas

Commercial senior tellerLarge cash limitsTCD custodian Helped train new hiresTop Referrer

Dallas

Supervised the sort aisle, also known as the primaries. Managed over 15 employees and made sure down times were met. Assisted other departments when work levels were low.