Elizabeth Almanzar

•Manage and deepen high net worth client relationships by developing sales opportunities and handling client inquiries.
•Ensure client accounts are serviced at the highest level through high touch and extensive product knowledge.
•Team up with internal partners such as Wealth Strategists, Trust Officers, and Portfolio Managers to meet client needs.
•Execute client service activities such as initiating and monitoring account opening and asset transfers; and coordinating with specialists and service centers to deliver an integrated service to the client.
•Work with appropriate credit channels to set up credit facilities/mortgages/loans to effectively balance high net worth clients, corporate and personal obligations as seamless as possible.
•Effectively monitor and regulate workflow of assigned team’s Know Your Customer (KYC) project by mastering the KYC process and leveraging resources for client information.

• Process client transactions such as deposits, withdrawals, internal transfers, wire transfers, loan funding, advances and payments
• Issue certified checks, place stop payments as requested.
• Order ATM cards as requested and submit travel declarations.
• Research issues and take appropriate actions to ensure speedy resolutions.
• Work with internal departments to confirm and update client information.
• Ensure that clients receive outstanding service to not only maintain but extend their relationship for future opportunities.
• Help mentor new hires and assist with their acclimation of their new roles.

• Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
• Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
• Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
• Enter all transactions into bank's database and make sure that accuracy is maintained.
• Establish new client relationships and handle outbound outreach.

• Greeted customers warmly and direct them to appropriate bank personnel.
• Processed routine account transactions.
• Informed clients about bank products that could meet their needs and referred them to financial specialists.