Jeannie Carter
Managing Partner at High Yield Consulting, LLC
- Role
- Private Banking Relationship Manager at Crossfirst Bank
- Location
- Edmond, OK, US
- LinkedIn followers
- 500 followers
Experience
Private Banking Relationship Manager
Mar 2016 — Present · Oklahoma City, OK, US
As Private Banking Relationship Manager at CrossFirst Bank, I manage a portfolio primarily focusing on Medical, Professional and Executive, and Commercial Real Estate. Providing concierge customer service exceeding expectation and services and products to meet my clients’ needs, while building trusted relationships is my mission. I review and analyze loan request packages, prepare Loan Proposal Reports and present same to Loan Committee for review and approval. In addition to being the primary point of contact for my clients, I am also accountable for acquiring new business, as well as retaining and strengthening existing relationships.I serve as a Member of the Putnam City Schools Foundation Board of Trustees, and also as a Member of the Board of Directors of the Commercial Real Estate Council of OKC.
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