Maria Castilblanco Miller has been working as a Assistant Vice President Relationship Manager at Coral Gables Trust since 2018. Moreover, the professional has on-the-job experience at more than six companies in the related field. Maria has a total work experience of 13+ years. Maria Castilblanco Miller studied at the Florida School of Banking from 2017 to 2019. This professional learned Spanish and English. Maria Castilblanco Miller has the following certificates: Licensed Real Estate Agent. Today Maria Castilblanco Miller lives in Palm Beach, Florida region. Find this person's current contacts through our search.
Name variants:
Mary Miller
Last updated Jun 06, 2024
Contact Information
Workplace
Assistant Vice President Relationship Manager
West Palm Beach, FL
Industry
Trust Management
Colleagues
Work History
Wealth Management Trust Administrator
800 Nicollet Mall, Minneapolis, MN 55402
Acted as the Relationship Manager for high net worth accounts by partnering with the advisory team allowing to build personal relationship with clients and families to meet their needs
Ove...
2013 — 2018
Officer and Personal Banker
270 Park Ave, New York, NY 10010
Primary goal was to acquire, retain and strengthen customer relationships
Met with customers to discover their financial needs and provided products and service recommendations
Partnered ...
2012 — Feb 2013
Wealth Management Trust Administrator
Chicago, IL
Supported high net worth client’s relationship accounts managed by senior level Trust Officer. Served as the Relationship manager to assigned accounts.
Managed Clients requests and effecti...
2007 — 2012
Lydian Bank - Junior Processor
783 south Orange Ave SUITE 100, Sarasota, FL 34236
Reviewed liabilities based on credit report before submitting loan file to underwriting
Verification of insurance, verification of deposit and mortgage, and CPA Licenses
Completed verbal ...
2005 — 2007
Receptionist Iii at Palm Beach County Board of County Commissioners
Florida
Education
Occupations
Executive
Assistant Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Banking
Wealth Management
Trust Services
Commercial Banking
Public Relations
Management
Loans
Investments
Strategy
Finance
Strategic Financial Planning
Customer Service
Mortgage Lending
Customer Retention
Credit
Portfolio Management
Financial Planning
Private Banking
Consumer and Business Banking
Client Retention
Microsoft Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Outlook
Microsoft Word
Customer Service Management
FAQs about Maria Castilblanco Miller
What is the main profession of Maria Castilblanco Miller?
This professional's job is Assistant Vice President Relationship Manager
What jobs is Maria a professional at?
The expert is a professional such jobs as Executive and Assistant Vice President.
Where does Maria Castilblanco Miller currently live?
Maria Castilblanco Miller lives in Palm Beach, Florida.
How many companies did Maria Castilblanco Miller work at?
The professional worked at six jobs.
What education does Maria Castilblanco Miller have?
Maria studied at the Florida School of Banking from 2017 to 2019.
Are there any professional certifications Maria Castilblanco Miller has?
Maria received the following certifications: Licensed Real Estate Agent.
What languages does Maria Castilblanco Miller speak?
Maria Castilblanco Miller speaks Spanish and English.
What is the industry that Maria Castilblanco Miller is connected to?
Maria Castilblanco Miller works in Financial Services industry.