August 8th, 2018 • Press
Marquis Bank has promoted Daniel Peña to Vice President, Professional & Executive Banking. In this position, he will be responsible for developing new business and managing existing customer relationships.
“This promotion recognizes Danny’s talent and deep knowledge of Marquis’ business model,” said Philip Gassman, Executive Vice President, Professional & Executive Banking. “His experience combined with his strong ties to the community will be extremely valuable in the continued growth of our client portfolio.
Mr. Peña joined Marquis in November of 2014 as a Credit Analyst and was promoted to Assistant Vice President and Senior Credit Analyst in December of 2015. He earned a Master’s Degree in Business Administration from Nova Southeastern University.
About Marquis Bank Marquis Bank, with over $600 million in assets, is a full-service community bank dedicated to serving business owners, professionals and investors. Marquis has successfully blended convenient state-of-the-art technology with personal attention to create an exceptional banking experience for its clients. For more information, please call 305.443.2922 or visit www.MarquisBank.com.
July 9th, 2018 • Blog
Hurricane season is upon us, and while we hope for the best, we must always be prepared for the potential threat of a storm. We encourage our customers to adequately prepare for the season by engaging in storm preparedness efforts and developing emergency plans to ensure their safety, and that of their families and their properties.
While the safety and security of you and your family should always be your priority, it is also important to educate yourself about the tools and services that we provide in the event of a natural disaster.
To better prepare, we suggest the following:
Keep Cash on Hand If a storm is coming, visit your nearest branch or ATM as soon as possible and withdraw enough money to cover expenses for at least 3-5 days. With your MasterCard Debit Card, you can make free withdrawals or access your account balance 24 hours a day, 7 days a week at any ATM displaying the Presto, Money Pass and/or Pulse Select* logos. Remember, if the power goes out, ATMs will not be working.
Sign Up for Online and Mobile Banking With MB Online and Mobile Banking, you will have access to your accounts anywhere you have an internet connection. Services like electronic bill payments, fund transfers, direct deposits and account alerts can help you stay on top of your finances and ahead of late fees no matter where you are.
To enroll for online banking, visit www.marquisbank.com. Our mobile banking app is available for iPhone (App Store) and Android (Google Play) users. You must be enrolled in online banking to access the app.
Protect Financial Documents In the event of a disaster, you will need identification and financial documents to begin the recovery process. Safeguard important documents in a waterproof storage container or on a computer storage device. Important document include:
- Personal identification (driver’s licenses, birth certificates, military IDs, passports, etc.)
- Financial account information (checking, savings, retirement and investment accounts, credit/debit cards)
- Insurance policies on all personal property, including appraisals and lists and photos of valuable items.
- Ownership or leasing documentation for homes and vehicles (deeds, titles, registrations, rental agreements, etc.) All health and medical insurance documentation
Know the Details of Your Insurance Coverage Check your insurance to make sure your coverage adequately addresses your needs for both your home and commercial properties. This is especially important if your property’s flood map has changed.
Follow Marquis Bank on Social Media Status updates are available via Facebook, Twitter and Instagram, which serve as real-time communication tools. You can also visit our website for important information and updates. In the event of a storm, we will continuously communicate updates before, during and after the storm until South Florida is no longer under any threat.
Again, we encourage you to develop your personal emergency plan now, not when the threat of a storm is imminent, and be ready to implement that plan in case South Florida is threatened by a storm.
If you have any questions, please contact your Personal Banker at (305) 443-2922.
May 30th, 2018 • Press
BAUERFINANCIAL, the Nation’s Premier Bank Rating Firm, is proud to announce that Marquis Bank, Coral Gables, Florida has once again secured its highest, 5-Star rating. (A five-star rating indicates the bank excels in areas of capital adequacy, profitability, asset quality and much more.) In fact, Marquis Bank has earned and maintained this top 5-Star rating for 21 consecutive quarters.
Like Bauer, regulators agree that smaller institutions “are often better positioned than larger institutions to understand and quantify local real estate market values since they serve a smaller, more defined market area.” – Federal Register, April 9, 2018. “It makes perfect sense; local people who know the area are making local decisions based on that knowledge”, agrees Karen L. Dorway, president of BauerFinancial. “Community banks, like Marquis Bank, are banking on a better future together with their community.”
Established in 2007, Marquis Bank has been investing in the future of its community for 11 years. Today it operates through two conveniently located offices in Aventura and Coral Gables and can also be found online at marquisbank.com.
BAUERFINANCIAL, Inc., Coral Gables, Florida, the nation’s leading independent bank and credit union rating and research firm, has been reporting on and analyzing the performance of U.S. banks and credit unions since 1983. No institution can pay for or opt out of a BauerFinancial rating. Star-ratings are all available for free at bauerfinancial.com.
May 25th, 2018 • Press
Coral Gables-based Marquis Bank, with more than $580 million in assets, announced that Elsa C. Soler was named Senior Vice president and Controller.
“Elsa brings extensive banking experience to the Marquis team and we are pleased to welcome her. Her abilities will complement our business as we continue to grow,” said Filip Feller, Executive Vice President and Chief Financial Officer.
Soler, a CPA with 30 years of banking experience in the local market, will supervise all stages of the accounting process, including budgeting, compliance and financial reporting. Prior to joining Marquis, she served as Senior Vice President and Controller at Gibralter
Private Bank & Trust. She has also held the controller position at Total Bank and BankUnited Financial Corp. Earlier in her career, she was Regional Finance Officer at Regions Financial Corp.
She received a graduate degree in banking from the Graduate School of Banking at Louisiana State University and a Master of Professional Accounting from the University of Miami. Soler earned a Certificate of Accounting from the University of Miami and a Bachelor of Business Administration at Florida International University with a degree in finance and international business.
May 23rd, 2018 • Blog