Ricardo G. Lerma
Wealth Management | VeraBank, N.A. | Downtown Austin, Tx
- Role
- Wealth Management Administrative Assistant Verabank, N a Downtown Austin, Tx at Verabank
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Ricardo G. Lerma
With almost 20 years in Banking/Finance & 15+ as a Business Owner and Freelance Media…
Experience
Wealth Management Administrative Assistant Verabank, N a Downtown Austin, Tx
Aug 2023 — Present · Austin, TX, US
INVESTMENT MANAGEMENT | TRUST SERVICES | ESTATE SERVICES | BUSINESS & PERSONAL INSURANCEAt VeraBank, we’re committed to the people of Texas and beyond. We offer financial services to hardworking, everyday people with honesty and integrity.We take a genuine approach to community banking, have an independent spirit, and offer outstanding service to our customers.We believe in authenticity, diversity, and transparency, offering relevant products and efficient channels to use, delivered by the best and brightest bankers in our communities.We’re …Over 90 Years Old$4 Billion in Assets$2 Billion in LoansRecognized as the Best Company to Work for in Texas for 7 Years (2015, 2016, 2018, 2019, 2020, 2021, 2022)A Dedicated Team of 500+ Employees (And growing)Our bankers are empowered to make fast, local decisions that serve your best interests in a way some banks cannot.We recognize the power of DIY and technology – you\'ll bank the way you want.Our commitment to cultural diversity is real, and important. Embracing our uniqueness and leveraging our different perspectives is what keeps us moving forward.#GenuineBankingVERABANK, N.A.Wealth Management
Skills
- Team Building
- Event Planning
- Sales
- Business
- Social Media
- Online Marketing
- Online Advertising
- Sales Management
- Account Management
- Project Management
- Networking
- Social Media Marketing
- Social Networking
- Public Relations
- Strategic Planning
- Start-Ups
- Public Speaking
- Marketing
- Advertising
- Event Management
- Editing
- Customer Service
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