Heather Castleman

Client Centric Private Banker & Relationship Builder

Role
Sr Private Banker at Simmons Bank
Location
Jackson, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Heather Castleman

Do you ever wonder who you should contact at your bank? Or do you call your bank and no…

Experience

  1. Sr Private Banker

    Simmons Bank

    May 2024 — Present · Jackson, TN, US

    Do you ever wonder who you should contact at your bank? Or do you call your bank and no returned phone call or text back. Do you need help crafting a plan to hit your dream and goals? Give me a call. I\'ve been in banking for 25 years. I\'ve recently joined Simmons Bank as a Sr. Private Banker. I can help guide and lead you to success. I love being able to help you be successful! Please give me a call directly at 73••••••78 mobile.

Skills

  • Private Banking
  • Commercial Lending
  • Loans
  • Small Business Lending
  • Credit Analysis
  • Credit
  • Commercial Banking
  • Banking
  • Treasury Management
  • Credit Risk
  • Mortgage Lending
  • Underwriting
  • Portfolio Management
  • Risk Management
  • Asset Based Lending
  • Auditing
  • Cash Flow Lending
  • Accounting
  • Series 7
  • Financial Analysis
  • General Ledger
  • Lines of Credit
  • Consumer Lending
  • Financial Services
  • Relationship Management

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Heather Castleman — Sr Private Banker at Simmons Bank in Jackson, TN, US | Unifers