Kay Levis

Preferred Banking Team Lead, Senior Managing Director @First Republic

Portland, OR, US

Experienced private banker who takes the time to understand each client\'s business and personal banking needs and customizes solutions to meet those needs by leveraging the services, products and resources offered by our organization-Experienced in all banking aspects, products and related complimentary services such as trust services and investment and private wealth management. Specialize in providing superior customer service, risk management, and solutions in areas ranging from routine personal and business checking to complex business banking situations. Areas of expertise include banking and treasury management solutions for complex industries ranging from professional services firms, property management companies, and non-profit organizations/foundations to family offices, hedge funds and private equity-Team Lead dedicated to fostering my team’s professional growth through active mentorship and training so that they can be fully empowered to build complete relationships with their clients, provide industry leading customer service and grow deposits-Managed team of Preferred Bankers who had a bank and industry leading NPS score of >75. Significantly grow Portland market’s deposits year over year through continually deepening client relationships and working closely with internal partners for strategic development to create full relationships and referrals-Work on various task forces focused on increasing process improvement efficiencies and product development and enhancement.