Diana Salazar
PALM BEACH GARDENS,FL
Summary
Self-motivated consulting professional with superior attention to detail, quick thinking skills and highly ethical nature. Great ability to adapt to changes and collaborate with others effectively.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Account Manager, Wealth Management Advisory
Northern Trust
05.2025 - Current
- Developed and maintained strong client relationships through regular communication and strategic engagement.
- Collaborated with cross-functional teams to ensure timely delivery of services and solutions.
- Trained junior account managers on best practices for client management and support strategies.
- Coordinate and submit legal reviews and discretionary requests, providing clear and accurate information for prompt and effective resolution.
Account Manager, Wealth Management Advisory
Northern Trust
09.2023 - 05.2025
- Supports a $800 MM portfolio by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
- Assists with client requests, meetings, business development and presentations.
- Oversees development of appropriate action plans and reports, ensuring execution and follow-up.
- Identifies service efficiency enhancements, and process improvements using creative and proactive measures
Preferred Banker
First Republic Bank (Bought By J.P. Morgan 06/23)
02.2022 - 08.2023
- Prospected for new business through networking, community outreach and customer referral generation.
- Opened, managed and monitored accounts.
- Developed and maintained strong knowledge of multiple products.
- Served as part of the bank's regional leadership council; involved in new initiatives to help employees develop new skills and support the company's culture.
- Developed strong cooperative relationships with coworkers and managers.
Relationship Manager & Lending Specialist
Bank Of America
09.2018 - 02.2022
- Uncovered financial needs and recommended solutions.
- Originated home equity lines of credit.
- Monitored pipelines to track and log status of loans
- Effectively managed time and capacity.
- Exceeded sales goals each quarter, by more than 50%
Supervisor
Angry Moon Cafe
11.2015 - 09.2018
- Used communication and problem-solving skills to promote long-term loyalty.
- Delivered exceptional and friendly service.
- Set overall vision and provided team leadership.
- Trained new staff on operations and policies.
Education
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
Skills
- Relationship Building
- Risk Management
- Analytical Thinking
- Effective Communication
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
- Notary Public
- Currently pursuing CFP® certification.
Timeline
Senior Account Manager, Wealth Management Advisory
Northern Trust
05.2025 - Current
Account Manager, Wealth Management Advisory
Northern Trust
09.2023 - 05.2025
Preferred Banker
First Republic Bank (Bought By J.P. Morgan 06/23)
02.2022 - 08.2023
Relationship Manager & Lending Specialist
Bank Of America
09.2018 - 02.2022
Supervisor
Angry Moon Cafe
11.2015 - 09.2018
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
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