Jason W. Pfeffer
Vice President, Senior Business Banker
- Role
- Vice President, Sr Business Banker at First Citizens Bank
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Jason W. Pfeffer
I am a Business & Commercial Banker based here in SouthWest Florida whose teams…
Experience
Vice President, Sr Business Banker
Dec 2024 — Present
Forever Strong. What sets First Citizens apart?Strong leadership, enduring values and a commitment to helping people and businesses prosper.As a Sr. Business Banker at First Citizens Bank I help carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. As a Sr. Business Banker, I am responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support-Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives.ResponsibilitiesIn this role, I get to- Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income- Exercise your creativity and entrepreneurial spirit to engage with business owners in the community- Work in a supportive environment encouraging community and business development activities- Work within a streamlined, timely and efficient credit approval process- Be a part of a collaborative team with various business services partners to support the full client relationship-Identify opportunities and refer them to my teammates, such as Wealth Management, Estate Planning, Retirement Planning, Personal Financial Planning, Merchant Services, Insurance, etc.
Skills
- Wealth Management
- Long-Term Care
- Sba 504
- Portfolio Management
- Estate Planning
- Financial Services
- Series 6
- Insurance
- Banking
- Mutual Funds
- Life Insurance
- Finance
- Commercial Lending
- Private Banking
- Term Life Insurance
- Sba
- Series 65
- Iras
- Lines of Credit
- Fixed Annuities
- Investment Banking
- Variable Products
- Asset Based Lending
- Executive Benefit Strategies
- Long Term Care Insurance
- Wealth Accumulation
- Series 63
- Retirement Planning
- Disability Insurance
- Commercial Insurance
- Securities Lending
- 401k Rollovers
- Retirement
- Mortgage Lending
- Commercial Real Estate
- Treasury Management
- Commercial Banking
- Variable Annuities
- Uniform Combined State Law
- Roth Ira
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