Donna Szustak
Assistant Vice President Wealth Management Banking at Bank of America
- Role
- Assistant Vice President, Wealth Management Banking at Merrill Lynch
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Donna Szustak
Goal-focused and results-driven Six Sigma Green Belt Certified professional seeking a…
Experience
Assistant Vice President, Wealth Management Banking
Jun 2020 — Present · Buffalo, NY, US
Proactively provide comprehensive banking solutions to individual Wealth Management clients with assets in excess of $250K. Partner with Financial Advisors teams to connect clients to checking, savings and credit card solutions as well as leverage Bank of America’s industry-leading online and mobile technologies.
Education
SUNY Erie College
Associate of Arts and Sciences (AAS)
Skills
- Financial Services
- Crm
- Financial Analysis
- Mortgage Servicing
- Customer Service
- Credit
- Sales
- Residential Mortgages
- Project Management
- Underwriting
- Consumer Lending
- Credit Analysis
- Real Estate
- Commercial Banking
- Refinance
- Mortgage Banking
- Loan Origination
- Small Business Lending
- Investment Properties
- Public Relations
- Retail Banking
- Loss Mitigation
- Banking
- Risk Management
- Management
- Relationship Management
- First Time Home Buyers
- Direct Marketing
- Leadership
- Process Improvement
- U.s. Federal Housing Authority (Fha)
- Sales Management
- Mortgage Lending
- Credit Risk
- Fha
- Finance
- Awesomeness
- Customer Relationship Management (Crm)
- Marketing
- Portfolio Management
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