Adam Velasquez

Adam Velasquez Email and Phone Number

Vice President Private Banking @ Zions Bank
Adam Velasquez's Location
Pocatello, Idaho, United States, United States
Adam Velasquez's Contact Details

Adam Velasquez personal email

n/a
About Adam Velasquez

I take great pride in helping my clients find the tools to help them become financially successful, specializing in custom loan options for my clients. I am a firm believer that if I do my job well, people live better.I am also a huge advocate of learning the right way to fail. Please take a moment and view my Tedx Talk on the subject. https://www.youtube.com/watch?v=vYn73yZF5ls

Adam Velasquez's Current Company Details
Zions Bank

Zions Bank

View
Vice President Private Banking
Adam Velasquez Work Experience Details
  • Zions Bank
    Vice President Relationship Manager Private Banking
    Zions Bank Jan 2022 - Present
    Salt Lake City, Utah, Us
  • Zions Bank
    Community Banking Vice President Zions Bank
    Zions Bank Apr 2021 - Jan 2022
    Salt Lake City, Utah, Us
  • Zions Bank
    Executive Banking Vice President Relationship Manager
    Zions Bank Jan 2013 - Apr 2021
    Salt Lake City, Utah, Us
    The Executive Banking program is a relationship management service designed to respect your time and save you money. Executive Banking is provided at no cost for those who qualify by virtue of their net worth and income.I offer personal lending services that are tailored and personally expedite Zions credit services to your needs, including revolving lines of credit, real estate loans, installment loans and more. I offer a full-banking experience; from your kids' savings accounts to the mortgage on your home or business. I am a trusted advisor making sound recommendations with financial options that specifically benefit my clients. I currently service new and existing clients in Pocatello, Blackfoot, Malad City and Soda Springs along with surrounding communities.
  • Zions Bank
    Personal Banker
    Zions Bank May 2006 - Jan 2013
    Salt Lake City, Utah, Us
    Responsible for accurately identifying and addressing clients’ needs by providing a variety of services such as opening new accounts, servicing all consumer loans, including real estate loans, maintenance on existing accounts, and conducting wire transfers. Experience in diffusing potential problems related to customer service, making outbound sales calls to clients and non-clients in efforts to increase deposits and deepen customer relationships. Supervisory duties and mentor to co-workers.
  • Idaho Central Credit Union
    Member Contact Center
    Idaho Central Credit Union Mar 2003 - Apr 2006
    Pocatello, Idaho, Us
    Receiving incoming phone calls from Credit Union members statewide. Cross-selling Credit Union products, assisting members with questions, transactions, and other inquiries on their accounts, defusing manager calls or complaints in an efficient manner.
  • Teleperformance Usa
    Customer Service Representative
    Teleperformance Usa Oct 2002 - Mar 2003
  • Fbi
    Intern
    Fbi May 2002 - Oct 2002
    Washington, Dc, Us
  • Mama Inez
    Dishwasher/Busboy, Cook, Host, Server
    Mama Inez May 1998 - May 2000

Adam Velasquez Skills

Banking Customer Service Credit Loans Sales Public Speaking Leadership Finance Mortgage Lending Financial Analysis Team Building Microsoft Office Marketing Public Relations Portfolio Management Relationship Management Microsoft Word Real Estate Microsoft Excel Event Planning Strategic Planning Cross Selling Reliability Great At Building Rapport Retail Banking Research Credit Analysis Powerpoint Dedication Risk Management Consumer Lending Financial Services True Team Player Ten Years Of Sales Experience Creativity Deposits Investments Credit Risk Budgets

Adam Velasquez Education Details

  • Idaho State University
    Idaho State University
    Mass Communications
  • Pocatello High School
    Pocatello High School
    High School Diploma

Frequently Asked Questions about Adam Velasquez

What company does Adam Velasquez work for?

Adam Velasquez works for Zions Bank

What is Adam Velasquez's role at the current company?

Adam Velasquez's current role is Vice President Private Banking.

What is Adam Velasquez's email address?

Adam Velasquez's email address is ad****@****nce.com

What schools did Adam Velasquez attend?

Adam Velasquez attended Idaho State University, Pocatello High School.

What skills is Adam Velasquez known for?

Adam Velasquez has skills like Banking, Customer Service, Credit, Loans, Sales, Public Speaking, Leadership, Finance, Mortgage Lending, Financial Analysis, Team Building, Microsoft Office.

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