Ralph Ramirez Email and Phone Number
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With over 14 years of experience in the financial industry, I am a seasoned corporate trust manager at Computershare, a global leader in financial services and technology. As an A.V.P. credential holder, I demonstrate a high level of professionalism and expertise in managing a diverse and complex trust portfolio for corporate clients.My core competencies include reading and interpreting trust and legal documents, coordinating with business negotiations consultants and account associates, ensuring compliance to policies and regulations, and processing account updates, transfers, payments, and terminations. I also have a strong background in wealth management, brokerage services, and customer relationship management, having worked with high net worth clients at Wells Fargo Bank for over three years. I thrive with multi-tasking, meeting deadlines, and leveraging my business partners to accomplish goals. I enjoy taking on new and challenging roles to grow and develop my professional knowledge and applying it to help the company grow and improve its productivity.
Computershare
View- Website:
- computershare.com
- Employees:
- 5252
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Corperate Trust ManagerComputershare May 2022 - PresentSalt Lake City Metropolitan AreaAct as account manager and point of contact for a corporate trust book of business working with the account associates to ensure correct fee billing and collection. Partner with the lease setup team and middle office to process account updates, transfers of interest, processing of funds, new account set up and account terminations.• Manage daily activities for a trust portfolio by ensuring the accurate establishment, administration and operation of the accounts.• Read and interpret trust and other legal documents in order to identify administrative requirements and responsibilities related to new and ongoing business.• Coordinate with business negotiations consultants and account associates to ensure the accurate establishment, administration and operation of accounts.• Balance policies and procedures while considering and responding to the customer's needs• Ensure compliance with regulatory and risk policies
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Corporate Trust Account Manager (A.V.P)Wells Fargo May 2019 - May 2022Salt LakeAct as account manager and point of contact for a corporate trust book of business working with the account associates to ensure correct fee billing and collection. Partner with the lease setup team and middle office to process account updates, transfers of interest, processing of funds, new account set up and account terminations.• Manage daily activities for a trust portfolio by ensuring the accurate establishment, administration and operation of the accounts.• Read and interpret trust and other legal documents in order to identify administrative requirements and responsibilities related to new and ongoing business.• Coordinate with business negotiations consultants and account associates to ensure the accurate establishment, administration and operation of accounts.• Balance policies and procedures while considering and responding to the customer's needs.• Ensure compliance with regulatory and risk policies. -
Wealth Manager/Private Bank Client ServicesWells Fargo Jul 2017 - May 2019Salt Lake City, UtahPerform duties as full-service banker; assist internal and external clients with all requests for banking and brokerage products. Utilize all bank resources to strengthen client relationships and display sound judgment in policy exceptions when appropriate. Analyze clients’ needs, resolve requests, and refer to the correct departments. Provide assistance with all client transactions including loans, credit cards, checking/savings accounts, brokerage needs, and online access.
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Senior Financial RepresentativeE*Trade Feb 2016 - May 2017Sandy, UtahProvided financial counseling and solutions after assessing clients’ needs based on their current financial situation. Educated clients on available products and services as well as the trading process utilizing the E*Trade platform. Developed processes and procedure for marketing and face-to-face client interactions.• Displayed extensive knowledge of financial markets and investments and applied key principles appropriately to individual clients.• Proactively solved problems regarding customer accounts and exhibited total confidentiality with sensitive financial information. -
Online Business Banking Team LeadWells Fargo Jul 2014 - Feb 2016Salt Lake City, UtahManaged business clients and implemented strategic plans to meet clients’ needs based around their short and long term business goals. Analyzed information from various sources to develop unique and accommodating solutions to solve complex business challenges. Enhanced existing client relationships by offering solutions to improve cash flow, reduce risk, and finance growth. Supervised online banking team and performed monthly evaluations to track performance and set goals. • Formulated action plans with subordinates to optimize overall production resulting in a 4.1% increase in referral rates and a 1.12% increase in warm transfer rates. • Supported business bankers in complicated client concerns through education and training leading to increased client satisfaction. • Identified Consumer product opportunities among businesses and referred products to effectively capture prospect
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Universal Service & Sales Banker CoachWells Fargo Jul 2012 - Jul 2014Salt Lake City, UtahPerformed various bank operations and assisted customers with all consumer-based needs such as account openings and teller transactions. Offered customers advice on daily banking activities by assessing their needs and matching them with products to help them reach their financial goals. Identified lending and sales prospects for lending, new accounts, and cross-selling opportunities. • Maintained detailed knowledge on all aspects of retail banking including teller activities, personal banking, and customer service.• Conducted nine month training program for new team members on how to effectively utilize banking systems and P.A.C.T. model to achieve sales and referral goals. • Provided client consultation on proper account management tools and resources to help ensure their financial success.
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InfantrymanU.S. Army 2003 - 2005
Ralph Ramirez Skills
Ralph Ramirez Education Details
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Cottonwood High School
Frequently Asked Questions about Ralph Ramirez
What company does Ralph Ramirez work for?
Ralph Ramirez works for Computershare
What is Ralph Ramirez's role at the current company?
Ralph Ramirez's current role is Corporate Trust Manager @ Computershare | Trust Management.
What is Ralph Ramirez's email address?
Ralph Ramirez's email address is r.****@****ail.com
What schools did Ralph Ramirez attend?
Ralph Ramirez attended Cottonwood High School.
What skills is Ralph Ramirez known for?
Ralph Ramirez has skills like Banking, Leadership, Customer Service, Credit, Microsoft Office, Sales, Team Building, Training, Finance, Microsoft Excel, Project Management, Staff Development.
Who are Ralph Ramirez's colleagues?
Ralph Ramirez's colleagues are David Stibbins, Laura Tipping, Sheila Tennyson, Alex Taylor, Nicolas Lautieri Farrell, Gemma Parry, Jordan Gilmore.
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Ralph Ramirez
Spacex It | Graduate Electrical Engineering Student At San Diego StateWest Covina, Ca -
2qomo.com, gmail.com3 +124896XXXXX
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Ralph Ramirez
New York City Metropolitan Area2standardandpoors.com, jpmorganchase.com1 +121243XXXXX
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4aol.com, gmail.com, alltel.net, tekni-plex.com5 +171841XXXXX
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