Julio Suarez Email & Phone Number

Miami/Fort Lauderdale Area

Miami/Fort Lauderdale Area

• Assisted 100+ clients achieve their unique financial goals: building wealth, managing debt and credit, retirement planning and growing their business with bank tailored solutions while creating, and deepening trust.
• Partnered with business specialist (Mortgage Loan Officers, Financial Advisors, and Business Bankers) to connect clients to experts who can assist them with specialized financial solutions based around client’s.
• Raised over $50MM in deposits and 175% above goal in overall performance in 2018/19.
• Elected onto Relationship Manager Leadership Council.
• Lead banker for employee financial services, responsible for assisting BofA employees with their financial needs and banking benefits for the southeast region.
• Trainer/mentor for bankers new to role.

Miami/Fort Lauderdale Area

• Managed multiple accounts, averaging $10MM in daily funds movement and individual collateral pools, using Mark-To-Market (MTM) pricing exceeding a combined sum of $100MM in credit against collateral.
• Minimized market risk exposure through effective hedging strategies using futures and options.
• Conducted daily, weekly, and monthly account, inventory and data reconciliations and analysis.
• Coordinated directly with customers to ensure a unique pleasing experience succesfully driving futures sales.
• Collaborated and assisted brokers/traders on daily futures position review, buy/sell price executions, risk exposure, trade sheet corrections and analysis.
• Created lasting relationships with team, bankers, brokers, and clients through respect and integrity ensuring success in diverse environments with heavy LATAM business exposure.