Spencer Morgan

Vice President Business Banking Relationship Manager @Bank of America

Bend, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2012 — Present

Vice President Business Banking Relationship Manager @Bank of America

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Bend, OR, US

Providing comprehensive financial solutions to business owners with annual revenues from $1 Million to $15 Million, and serve as a primary point of contact for clients, recommending financial solutions to best meet the client’s business and personal needs. With more than 29 million small businesses in the U.S, entrepreneurs drive the American economy. Beyond being their trusted adviser, Bank of America helps small business clients gain a competitive advantage, with a continued focus on ensuring we’re well equipped to meet any type of needs our small business clients have. Small business owners serve as CEO, CFO, and COO, which requires dedicating much of their time to running their business. We provide industry leading guidance, connections, tools and solutions, along with the dedicated support that address small business owners unique needs to bank how, where, and when they want.

EDUCATION

2000 — 2001

Western Oregon University

Bachelor of Science, Social Science

1998 — 2000

Oregon State University

Higher Education/Higher Education Administration

1996 — 1998

Linn-Benton Community College

Associate of Science (A.S.), General Studies

1992 — 1994

Dana Hills High School

General Studies

1994 — 1995

Henley High School

Bachelor of Science (B.S.)

SKILLS

LoansConsumer LendingCustomer SatisfactionNew Business DevelopmentMicrosoft OfficeSalesMerchandisingFinanceManagementCredit AnalysisSmall Business LendingLeadershipRelationship ManagementBankingCreditMortgage LendingBranch ManagementCommercial BankingCommercial MortgagesRetail BankingBusiness DevelopmentLoan OriginationCustomer RetentionCommercial LendingCustomer Service

ABOUT SPENCER MORGAN

As a Business Banking Relationship Manager at WaFd Bank, I specialize in partnering with…

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Spencer Morgan — Vice President Business Banking Relationship Manager at Bank of America in Bend, OR, US | Unifers