Elsa Stadthagen
Private Banking - Wealth Management
- Role
- Associate Banker at Deutsche Bank
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Associate Banker
Jun 2017 — Present · Miami, FL, US
Conduct onboarding, periodic internal reviews and audits to ensure that compliance procedures are followed.· Identify compliance issues that require follow-up or investigation.· New Client & Business Development.· Resolve any customer complaints in a prompt and professional manner.· Handle complex client inquiries and questions, working with the relevant partners until resolution.· Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to Senior Management.· Work with account opening hub and follow through on client account opening from documentation phase through funding stage.· Provide excellent service in order to maintain a positive reputation for the business.· Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports.· Work with team to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients.· Manage marketing budget for non-profits and multiple sponsorships.· Responsible for the management of executive support staff, domestic team in Miami office.
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