Scott Wakefield

Private Banking Relationship Manager @Zions Bank

Salt Lake City, UT, US
EMAILS
s••••••••@zionsbank.com
MOBILE NUMBERS
+19•••••••59

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WORK HISTORY

Feb 2025 — Present

Private Banking Relationship Manager @Zions Bank

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Provo, UT, US

Leading the development and implementation of client strategy and vision, Relationship Managers coordinate the Key Private Bank relationship team to identify and prioritize critical client financial issues and advocate solutions that lead to the attainment of the clients\' financial aspirations and life goals.

EDUCATION

2000 — 2004

Brigham Young University

Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

2016 — 2018

Pacific Coast Banking School

Executive Banking School of Managem, Business Administration, Management and Operations

SKILLS

Marketing StrategyFinancial AnalysisManagementMicrosoft ExcelTrainingBankingCreditSales OperationsCustomer ServiceRetailCustomer RelationsSmall BusinessComplianceCredit AnalysisFinanceSalesSales Management

ABOUT SCOTT WAKEFIELD

Experienced Business Systems Analyst, Regional Manager, and Private Banker with a demonstrated history of working in the financial services industry. Skilled in Microsoft Office, Customer Service, Banking, Retail, and Marketing Strategy. Strong sales and analytics professional.Graduated from Brigham Young University with a degree in Business Management. Graduated from the Pacific Coast Graduate School of Banking, along with a certificate from the Fosters School of Business.

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