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 built relationships.• 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 financial needs.• 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.• Built network of centers of influences, such as attorneys, and CPAs to drive sales goals.

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.