Dhaval Sheth
Private Client Manager Ii @Silvergate
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WORK HISTORY
Private Client Manager Ii @Silvergate
Provide ongoing relationship management and service to high profile clientsMaintain goodwill and seek opportunities to deepen the business relationshipApply strong critical thinking and problem-solving skills to meet client needsProvide superior service to internal and external clientsResponsible for assisting in the retention and expansion of existing customer relationships through the provision of excellent customer service and communication with the Account ManagerFollow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.Maintain knowledge of all documentation required to open a business account for high profile customers, including auxiliary products that customers may require such as ACH origination, Silvergate Exchange Network (SEN), FX services, etc.Maintain knowledge of technology offerings and act as a subject matter expertMaintain knowledge of wire transfer processes and procedures, both domestic and foreign, including foreign exchange conversion processesEnsure appropriate operating policies and procedures are executedEnsure prompt and appropriate error resolutionResolve client complaints promptly and appropriatelyMaintain comprehensive knowledge of the Bank’s products and servicesDelegate when appropriate, and exercises effective follow-up Meet company and client deadlinesManage workload in a productive mannerMaintain current knowledge of all federal and state laws and regulations, along with the Bank’s policies and proceduresProvide support and insight when escalating a client to Management and/ or BSA during the onboarding process or when a decision to exit a relationship is made.Effectively communicate to Management the options and solutions to rectify urgent customer support issues and avoid significant customer impactRate negotiations (if applicable), waiving fees or charges, NSF, overdraft and general risk management
EDUCATION
UC San Diego
Bachelor of Arts - BA, Communication, General
Carden School
General Studies
La Jolla Country Day School
High School Diploma, General Studies
Syracuse University
MS, Broadcast Journalism
MiraCosta College
General Studies
San Diego City College
Radio and Television Broadcasting Technology/Technician
UC San Diego
Bachelor of Arts - BA, Communication, General
SKILLS
ABOUT DHAVAL SHETH
Experienced Assistant Vice President with a demonstrated history of working in the banking industry. Strong real estate professional skilled in Securities, Trading, Business Relationship Management, Risk Management, and Business Development. Hobbies and interests include sports, travel, travel vlogging, food/cooking,reading, spinning, working out, hiking, and radio.Dhaval Sheth is a new, exciting, dynamic, intelligent, witty and perceptive speaker with a great voice and a passion for radio and travel. Beginning with an educational foundation in communications and journalism, Dhaval first tasted national media in public relations with the NFL San Diego Chargers. From this inspirational experience which planted the seeds of his desire to create his own national voice, his path would begin broadcasting in FM sports radio and news updates. Exposure to television broadcasting showed him the power, reach and ability to deliver positive messages to millions of audience members. Public radio was the next stop in Dhaval\'s evolution, rounding out his initial stint in the industry. As a result of this foundation, Dhaval has spent his recent years in preparation to begin his career as a local and national media personality. Dhaval is able to analyze, dissect and relay complex and complicated issues in a way that your average listener and viewer can enjoy, understand and relate to in an engaging manner. Dhaval is undergoing an evolution as he begins to establish his foundation on which he will launch his program intended to establish him as a radio personality travel vlogger aiming to attract millions of listeners who will support him and the media outlets that provide him the platform to speak and share his experiences and viewpoints.
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