Diana S.

Associate Private Banker @Popular Bank

Miami-Fort Lauderdale, FL, US

Deliver personalized wealth management and banking solutions to high-net-worth clients, managing deposit and loan portfolios, with a focus on trust and long-term financial success- Collaborate with senior bankers to streamline client onboarding and ensure compliance with KYC/AML regulations, enhancing client satisfaction through proactive service and tailored offerings- Drive sales of mortgage, credit, and investment products, by identifying client needs and fostering enduring relationships- Leverage advanced banking software and financial analysis to provide actionable insights, supporting clients in achieving their financial goals while contributing to branch deposit growth- Passionate about empowering clients and colleagues, reflecting Popular Bank’s commitment to community and innovation, built on 13 years of dedicated service and 21 years in financial services.