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<pre>Array ( [var] => cut_url ) </pre> Resume for Miguel I. for Banker / Bank Teller / Financial Services in New York, New York. Search More Resumes for Banker / Bank Teller on Resumark.com #TCRVH69WV
 

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Resume for Miguel I. for Banker / Bank Teller / Financial Services in New York, New York




Occupation: Banker / Bank Teller Industry: Financial Services
Country: United States City: New York
State: New York ZIP: 10027



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MIGUEL V. I.
New York, NY Cell
EDUCATION & SKILLS
UNIVERSITY OF SOUTHERN CALIFORNIA
Bachelor of Arts in Economics and International Relations
Major GPA: .; Cumulative GPA: ., Honors & Dean’s List
• Fluent in Spanish; Conversational Proficiency in French
• Certified Series , Series and in Progress
• Certified California Notary
PROFESSIONAL EXPERIENCE
BANK OF MANHATTAN, El Segundo, CA Apr
Aug
A boutique bank specialized in lending and private banking for highnetworth individuals HNWI and
small/ mediumsized businesses.
Relationship Banker
• Interacted with management to create client presentations and participate in due diligence reviews of
client financials.
• Created pitch and client materials with quantitative and qualitative analysis for potential/ active
transactions.
• Engaged with relationship managers in expanding client deposits and seeking out new banking
relationships.
• Handled all new account applications, including all necessary regulatory documentation.
• Served as liaison for clients. Regularly assisted the business development officers in answering all
types of financial and banking questions and with the completion of all banking transactions.
• Managed business and personal online banking relationships for the bank.
• Served as an intermediary to other divisions of the bank—tracking portfolios and responding to client
needs.
• Completed daily regulatory reports, as well as monthly and quarterly audit functions for the bank.
FIRST REPUBLIC BANK, Private Banking Division Sept
Nov
A leading provider of private banking, wealth management, trust and brokerage services for businesses
and highnetworth individuals HNWI.
Preferred Private Banker, Los Angeles, CA
• Established new highnetworth private banking relationships through referrals and cold calls % to
goal ratio. Clients included: doctors and their private practices, real estate groups, and highnet
worth individuals.
• Serviced accounts and loans, and processed new loan applications.
• Conducted quarterly audits and maintained branch compliance logs; balanced the branch and vault.
Client Services Associate, Newport Beach, CA
• Serviced individual, small business and corporate accounts.
• Engaged with relationship managers and preferred bankers in order to expand existing client
relationships.
• Processed deposits, withdrawals, wires, ACH payments and credits, account transfers, TMATICs, as
well as loan payments and advances.
• Completed daily regulatory reports and quarterly audits for the Client Services group.
INTERNSHIPS
YUPII MUNDO INFANTIL, Valencia, Venezuela
Part of a research group that refined the concept for the first childlike minicity in Venezuela. A madeto
scale city, developed in strict agreement with the most modern principles, criteria, and recommendations of
important specialists both national and foreign. Also assisted in finding of sponsorship for the finance of
the park.
AEROPOSTAL ALAS DE VENEZUELA, Caracas,Venezuela
Executive Assistant to President/ CEO, Nelson Ramirez
Provided highlevel administrative support by conducting research, preparing statistical reports and
handling information requests. Performed clerical functions, such as preparing correspondence, receiving
visitors, arranging conference calls, and scheduling meetings.

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