Daniel Alejandro Oneto
Miami,FL
Summary
Private banking professional with three years of expertise, driven by a relentless commitment to daily learning and growth. My experience through different situations has taught me to communicate in a special way with clients and create great bonds of trust. I bring quick-thinking capabilities to thrive in dynamic environments, consistently prioritizing world-class customer service while meeting stringent bank security standards.
Overview
4
4
years of professional experience
Work History
Financial Advisor Assistant
Safra National Bank of New York
Aventura, FL
10.2021 - Current
- Facilitated seamless account opening processes for diverse entity structures including trusts, corporations, and limited partnerships, by liaising with prospects and diligently preparing requisite documentation.
- Provided direct client support by addressing operational inquiries and facilitating financial transactions such as loan applications, Letters of Credit requests, wire transfers, and daily reporting, ensuring prompt resolution and optimal client satisfaction.
- Collaborated closely with prospects to assess their financial needs and objectives, offering tailored solutions and expert guidance to optimize their banking experience and achieve their goals.
- Upheld compliance standards and regulatory requirements by meticulously reviewing and verifying documentation, maintaining accurate records, and adhering to internal policies and procedures, ensuring the integrity and security of client transactions and information.
Retail Banking Teller
Santander Bank
Miami, FL
09.2020 - Current
- Maintain optimal financial controls by securing funds and making accurate transactions.
- Recommend bank products and services to current and prospective customers.
- Responsible for the acquisition of new clients in order to magnify their business & personal monetary ambitions towards the future
- Shadow bankers to assist in their transactions and improve customer relations
- Participated in the Paycheck Protection Program, an SBA-Backed loan for small businesses during Covid-19 crisis. First, by creating applications for our customers. Then, by reviewing applications that were rejected by the SBA and contacting our customers to fix their applications and verifying the documentation provided.
Investment & Derivative Program
IvyLine Capital Group
06.2020 - 09.2020
- Security Analysis & Portfolio Construction, Fundamentals of Technical Analysis, Advanced Technical Analysis: Market Breadth, Advanced Technical Analysis: Market Profile and Derivatives (Options and Futures)
- Researched market trends and developed strategies to capitalize on emerging opportunities.
- Evaluated risk, gauged relative valuations and identified threats.
Education
Bachelor of Science - Business Administration in Finance
Florida International University
Miami, FL07.2021
Associate of Arts - Business Administration
Santa Fe College
Gainesville, FL05.2019
Skills
- Spanish & English - Fluent
- Microsoft Office proficient
- Customer service
- Quickbooks
- Bloomberg
- Strong sense of banking ethics
- Reliable
- Strong interpersonal skills
Recognitions & Certifications
SIE exam
Top Performer 2021 Q2 - Santander Bank
Dean's List Summer 2020 - Florida International University - College of Business
Seminary on Cryptocurrencies and Forex (2018)
Timeline
Financial Advisor Assistant
Safra National Bank of New York
10.2021 - Current
Retail Banking Teller
Santander Bank
09.2020 - Current
Investment & Derivative Program
IvyLine Capital Group
06.2020 - 09.2020
Bachelor of Science - Business Administration in Finance
Florida International University
Associate of Arts - Business Administration
Santa Fe College
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