Jacqueline Jimenez

About Jacqueline Jimenez

My Trust and Estate career started with SunTrust Bank. After 7 years decided to pursue a job that was in the same field with another company. I started working with First Union Bank now Wells Fargo. Supervised trust associates, mentored fiduciary specialists working on trust accounts and estate settlement procedures, and delegated administrative tasks.• Coordinated with trust officers, tax officers, attorneys representing the estate account, financial advisors, beneficiaries, appraisers, moving companies, facilitated new registrations for distribution of cars, scheduled sale and/or liquidation of assets, inventory of safe deposit boxes, and booking new assets and removal of assets from the system.• Led and provided strategic direction and management for the distribution of the tangible personal assets per the terms of the Trust Agreement and Last Will and Testament. Served as a dual control Specialist for other Estate Specialists.• I am a Certified Financial Trust Advisor (CTFA) from the American Bankers Association.Highly adept in building and enhancing strong work relationships with key internal and external stakeholders. I bring a solid commitment to excellence, proven organization, and time management skills to handle multiple responsibilities simultaneously along with being discreet and good-natured. I promote a culture that values ethics, delights clients, and fosters teamwork.As a Certified Business Coach for the past couple of years, I have coached clients on finding their purpose, goals, relationships, strengths, and skills. My experience has served me well in this capacity.Aside from work, I enjoy reading, movies, and dancing.FOCUS: Account Management, Estate Management, Wealth Management, Investments, Risk Management, Relationship Building, Communication, Client Relations, Investment & Asset Management, Business Development, Estate and Trust Administration, Relationship Building, Client Services, Relationship Management, Certified Business Coach, Certified Trust Financial Advisor, CTFA.

Experience

1. Assistant Vice President, Relationship Manager

   Coral Gables Trust

   Nov 2023 — Present · Fort Lauderdale, FL, US

Education

• University of Puerto Rico, Río Piedras

  Bachelor of Arts - BA, Business Administration and Management, General

• Columbia Institute of Coaching, New York, NY

  Executive Business Coach

• AMERICAN BANKERS ASSOCIATION

  TRUST SCHOOL AND GRADUATE TRUST SCHOOL, Trust School

• Landmark

  TEAM, Management, Leadership Program - Team North America, Florida, Caribbean, Life Coaching

  2020

• Landmark

  Life Coaching/Leadership Coachin, Life Coach

  2019