Tim Lee
Branch Manager
- Role
- Branch Manager at Citizens
- Location
- Queens, NY, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Tim Lee
One of the Top national achievers for CitiStar in multiple years. Particular strength in growing business and expanding customer base. Ranked in top five of the Small Business Specialist team nationwide at Bank of America. Looking to leverage strong business development expertise into another leadership role in a financial institution.
Experience
Branch Manager
Jun 2020 — Present · NY, US
Education
University of East London
Executive MBA
Skills
- Financial Advisory
- Kyc
- Aml
- Mortgage Banking
- Capital Markets
- Retirement Planning
- Deposits
- Treasury Management
- Banking
- Mutual Funds
- Investments
- Home Equity Lines of Credit
- Retail Banking
- Lines of Credit
- Series 63
- Securities
- Private Banking
- Cross Selling
- Financial Services
- Branch Management
- Credit Cards
- Finance
- Core Banking
- Branch Banking
- Mortgage Lending
- Cash Management
- Wealth Management
- Loan Origination
- Home Equity Loans
- Financial Analysis
- Consumer Lending
- Series 6
- Credit Analysis
- Treasury Services
- Relationship Management
- Loans
- Loan Servicing
- Commercial Lending
- Merchant Services
- Operational Risk
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