Jessica Ross
Wealth Management | Financial and Retirement Planning | 401k Strategies | Tax Efficiencies | Investment Portfolio Strategy and Management
- Role
- Director- Wealth Management Business Development at Security National Bank
- Location
- Sioux City, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director- Wealth Management Business Development
Oct 2022 — Present · Sioux City, IA, US
Education
Wichita State University
Bachelor of Business Administration (BBA), Economics, Finance
2010 — 2014
Baker University
Master of Business Administration (M.B.A.)
2016
Skills
- Deposits
- Customer Service
- Customer Satisfaction
- Banking Relationships
- Consumer Lending
- Team Building
- Telephone Skills
- Cash Handling Experience
- Remote Deposit Capture
- Loans
- Cross Selling
- Financial Services
- Marketing
- Lines of Credit
- Small Business Lending
- Commercial Banking
- Commercial Lending
- Refinance
- Microsoft Office
- Sales
- Retail
- Relationship Management
- Powerpoint
- Microsoft Excel
- Cash Management
- Credit Analysis
- Microsoft Word
- Home Equity Loans
- Time Management
- Branch Banking
- Mortgage Lending
- Outlook
- Microsoft Outlook
- Teller Operations
- Leadership
- Finance
- Credit
- Retail Banking
- Personal Banking
- Teamwork
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