Nancy Cope
Senior Vice President, Private Banking Green Bank
- Role
- Senior Vice President, Private Banking at Green Bank
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Nancy Cope
Wells Fargo Regional Private Banking Sales Manager for the Dallas Community Bank affluent…
Experience
Senior Vice President, Private Banking
Sep 2011 — Present · Dallas, TX, US
Proud to be a part of Veritex Community Bank as of January 1, 2019. 25 years experience in the financial services industry with extensive experience building and developing long term affluent relationships. Responsibilities include working with clients to understand their financial needs and providing solutions that result by connecting clients with the resources they need to be financially successful.
Skills
- Lines of Credit
- Retail Banking
- Finance
- Credit Analysis
- Relationship Management
- Credit
- Underwriting
- Financial Risk
- Recruiting
- Asset Management
- Strategy
- Series 7
- Commercial Lending
- Consumer Lending
- Cash Management
- Management
- Private Banking
- Commercial Banking
- Coaching
- New Business Development
- Business Development
- Wealth Management
- Loan Origination
- Credit Risk
- High Net Worth Individuals
- Strategic Financial Planning
- Portfolio Management
- Loans
- Cross Selling
- Financial Services
- Crm
- Investments
- Mortgage Lending
- Mortgage Banking
- Financial Analysis
- Commercial Mortgages
- Banking
- Risk Management
- Asset Based Lending
- Wealth Management Services
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