Elvia Soukup
Senior Vice President, Director of Specialty Banking Group at CalPrivate Bank
- Role
- Senior Vice President, Director of Specialty Banking Group Calprivate Bank at CalPrivate Bank
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Elvia Soukup
Experienced professional in the business and private banking industry with proven ability to build strong client relationships with a high retention and loyalty rate.• Focused on Specialty Deposits to offer customized banking solutions to Probate, Trust & Estate Attorneys, Family Law Attorneys, Elder Law Attorneys, Private & Professional Fiduciaries, Nonprofit Organizations and Foundations. • Highly organized individual with the ability to quickly assess needs and provide tools to resolve difficulties, enhance learning, and improve performance.
Experience
Senior Vice President, Director of Specialty Banking Group Calprivate Bank
Dec 2023 — Present · Newport Beach, CA, US
Partner up with Probate and Trust & Estate Planning Attorneys, Family Law Attorneys, and Private and Professional Fiduciaries to support the complex depository banking needs of their clients.•Work closely with Non-profit organizations and Foundations to provide them support through volunteering and by offering them tailored banking solutions that immediately improve their bottom line.•Generate new business through existing client referrals, prospecting, outside calling, community involvement, referral networks and centers of influence.
Education
California State University, Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management
UCLA Extension
Credit Analysis & Business Management, Accounting and Business/Management
Business Industry School
Finance, Banking and Finances
Los Angeles High School
General Studies -Diploma, General Studies
Academy of Finance
Finance and Banking, Finance
Skills
- Sales
- Commercial Banking
- Real Estate License
- Sales Management
- Lines of Credit
- Commercial Lending
- Business Relationship Management
- Business Development
- Cross Selling
- Financial Services
- Merchant Services
- Team Building
- Portfolio Management
- Loans
- Banking
- Loss Prevention
- Budget Monitoring
- Finance
- New Business Development
- Mortgage Lending
- Notary Public
- Staff Development
- Relationship Management
- Small Business Lending
- Strategic Planning
- Financial Analysis
- Customer Service
- Retail Banking
- Credit Analysis
- Consumer Lending
- Building Relationships
- Credit
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