Travis J. A.
Private Wealth Banker III at BOK Financial Private Wealth - NMLS 1862202
- Role
- Vice President Private Wealth Private Wealth Banker Iii at BOK Financial
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Travis J. A.
Experienced Financial Services Professional with a proven history of assisting clients…
Experience
Vice President Private Wealth Private Wealth Banker Iii
May 2019 — Present · Scottsdale, AZ, US
Trusted advisor who manages a large book of business within Private Wealth, consisting of affluent personal and business relationships. Accountable for individual sales, comprised of jumbo mortgages, home equity lines of credit, market secured lines of credit, aircraft financing, financial planning and deposits.
Education
Arizona State University
BS
Skills
- Banking
- Home Equity Lines of Credit
- Deposits
- Treasury Management
- Mortgage Banking
- Lines of Credit
- Small Business Lending
- Investments
- Consumer Lending
- Finance
- Commercial Banking
- Commercial Lending
- Wealth Management
- Cash Management
- Credit Analysis
- Equipment Finance
- Private Wealth Management
- Credit Cards
- Salesforce.com
- Portfolio Management
- Loans
- Credit
- Mortgage Lending
- Commercial Credit
- Treasury Services
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