ARIANNE FANEL
Miami Lakes,FL
Summary
Experienced Fiduciary Support Specialist with over 15 years of banking experience. Assisting consumer and business clients achieve an impeccable and efficient experience by utilizing the skills and strategies gained throughout my career.
Currently specialized in supporting the delivery of personal trust administration to an international and domestic portfolio of ultra-high net-worth clients within the wealth management sector
Overview
15
15
years of professional experience
Work History
Fiduciary Support Specialist II
Truist Bank
Coral Gables, FL
11.2022 - Current
- Supporting assigned Trust advisors with management and maintenance of investment accounts
- Lead with special projects for Trust advisors and wealth team
- Arrange meetings between clients and advisors for a smooth and effective interaction
- Maintaining appropriate record of client's Investment, Trust and Custody accounts by monitoring and executing daily transactions, such as internal transfers, wires, ACATs, discretionary distributions among others.
- Respond to client’s requests for information within proper authority
- Record keeping of all managed accounts documentation for compliance and regulation purposes
- Proactively facilitate the opening of client's investment accounts by working with the onboarding and account opening team
- Revise and interpret various Trust documents and foreign entities documentation
- Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
- Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
Senior Personal Banker
Truist Bank
Miami , FL
08.2015 - 11.2022
- Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
- Follows established policies in accordance with the bank and the supervisor’s direction.
- Meets monthly new account production goals as assigned by upper management.
- Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day’s operations.
- Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
- Cross-sells bank services and products.
- Provides bank services to a diverse customer base.
- Performs other tasks as requested by supervisors as they relate to the bank and its functions
- Refer leads to the different partner in the Wealth and Commercial team.
- Complete monthly operational tasks adhering to the banks rules and regulations.
Personal Banker
Citibank, NA
Miami, FL
08.2009 - 08.2015
- Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
- Follows established policies in accordance with the bank and the supervisor’s direction.
- Meets monthly new account production goals as assigned by upper management.
- Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day’s operations.
- Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
- Cross-sells bank services and products.
- Provides bank services to a diverse customer base.
- Performs other tasks as requested by supervisors as they relate to the bank and its functions
- Refer leads to the different partner in the Wealth and Commercial team.
- Complete monthly operational tasks adhering to the banks rules and regulations.
Education
Trust Graduate -
American Bankers Association
04-2024
Associate of Arts - Business Administration
Miami Dade College
Miami, FL06-2010
Skills
- Call Management
- Goal Setting
- Problem-solving aptitude
- Operating System Knowledge
- Recordkeeping skills
- Support Services
- Customer Needs Assessment
- Self Motivation
- Time Management
- Reliability
- Professionalism
- Problem-Solving
- Account Administration
- Customer Relationship Management
Timeline
Fiduciary Support Specialist II
Truist Bank
11.2022 - Current
Senior Personal Banker
Truist Bank
08.2015 - 11.2022
Personal Banker
Citibank, NA
08.2009 - 08.2015
Trust Graduate -
American Bankers Association
Associate of Arts - Business Administration
Miami Dade College