Open To Work
Eliana Solis
Key Biscayne
Summary
Results-driven Private Banking Officer with expertise in client portfolio management, risk assessment, and investment strategy development. Proven ability to cultivate strong client relationships and ensure compliance with regulatory standards.
Overview
22
22
years of professional experience
Work History
AVP Private Banking Officer
Banco Sabadell
Miami
08.2016 - 01.2026
- Managed client portfolios by providing tailored financial advice and investment strategies.
- Developed strong relationships with high-net-worth clients to understand their financial goals.
- Resolved customer inquiries promptly and effectively while adhering to company policies and regulations.
- Facilitated regular client meetings to review portfolio performance and adjust strategies accordingly.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
International Personal Banking
Totalbank
Miami
03.2004 - 08.2016
- Cultivated strong relationships with clients by understanding their needs and providing tailored banking solutions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Recognized by management for providing exceptional customer service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Maintained updated knowledge through continuing education and advanced training.
Education
Bachelor of Science - Business Administration
Florida International University
Miami, FL04-2003
Skills
- Client portfolio management
- Risk assessment
- Investment strategy development
- Financial analysis
- Regulatory compliance
- Customer relationship management
Languages
English
Full Professional
Spanish
Native/ Bilingual
Portuguese
Limited
Timeline
AVP Private Banking Officer
Banco Sabadell
08.2016 - 01.2026
International Personal Banking
Totalbank
03.2004 - 08.2016
Bachelor of Science - Business Administration
Florida International University