Caroline Basalious Email & Phone Number
@wellsfargo.com
2 phones found area 818
LinkedIn matched
Who is Caroline Basalious? Overview
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Caroline Basalious is listed as Assistant Vice President, Senior Account Officer Commercial Real Estate Banking at City National Bank, a company with 84 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 818, and a matched LinkedIn profile for Caroline Basalious.
Caroline Basalious previously worked as Wealth Management Client Associate at Retirement Planners Of America and Wealth Management Associate (supported 5 FAs) at Citi Personal Wealth Management.
Email format at City National Bank
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AeroLeads found 2 current-domain work email signals for Caroline Basalious. Compare company email patterns before reaching out.
About Caroline Basalious
Experienced in handling all areas of banking, such as building and maintaining a strong team member coaching and development and motivating to achieve the best that they can possibly become.Strong organizational, operational and sales and service for the customers best interest.
Caroline Basalious's current company
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Caroline Basalious work experience
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Wealth Management Client Associate
CurrentWealth Management Associate (Supported 5 Fas)
I supported 5 top performing financial advisors. I managed client portfolios, kept client plans up-to-date. I also guided clients in gathering information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills. In addition I reviewed clients' accounts and plans regularly to determine whether life.
Wealth Manangement Associate
I supported 5 Finacial Advisors
Client Relations Consultant 3
Build relationships with customers, engaging them via multiple channels including in person, by appointment, and virtually to provide the best possible counsel while adapting a digital mindset. I Identified solutions for new and existing clients based on their needs by effectively engaging and communicating with them. I maintained a working knowledge of.
Assistant Manager
Deliver client services and acquire new relationships through financial assessments. Actively calling on my book of business to ensure my clients are taking advantage of our services and promotions that are available to them and helping my clients to achieve financial wellness. Recognize transaction needs to clients and educate clients on services and.
Lead Teller
Knowledgeable of bank products and services. Brinks procedures and delivery and pick up of bank cash and funds, and secured funds with careful detail.Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.Coached tellers on bank products and customer service techniques to meet established referral goals.
Colleagues at City National Bank
Other employees you can reach at retirementplannersofamerica.com. View company contacts for 84 employees →
Dee Browning
Colleague at City National BankWeatherford, Texas, United States, United States
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YZ
Yelena Zvezdina
Colleague at City National BankDallas-Fort Worth Metroplex, United States
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CR
Carolyn Rhodes-Luke
Colleague at City National BankFrisco, Texas, United States, United States
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AG
Audrey Guzman
Colleague at City National BankDallas-Fort Worth Metroplex, United States
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HS
Harold Sandberg
Colleague at City National BankDallas, Texas, United States, United States
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SP
Sarah P.
Colleague at City National BankCarrollton, Texas, United States, United States
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CF
Candace Fisher
Colleague at City National BankDallas-Fort Worth Metroplex, United States
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PM
Pat Masterson
Colleague at City National BankGreater Houston, United States
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JC
Julianne Cruz, Cfp®, Crpc®
Colleague at City National BankLos Angeles, California, United States, United States
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RK
Ross Kaspar
Colleague at City National BankFrisco, Texas, United States, United States
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Frequently asked questions about Caroline Basalious
Quick answers generated from the profile data available on this page.
What company does Caroline Basalious work for?
Caroline Basalious works for City National Bank.
What is Caroline Basalious's role at City National Bank?
Caroline Basalious is listed as Assistant Vice President, Senior Account Officer Commercial Real Estate Banking at City National Bank.
What is Caroline Basalious's email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Caroline Basalious at City National Bank.
What is Caroline Basalious's phone number?
AeroLeads has found 2 phone signal(s) with area code 818 for Caroline Basalious at City National Bank.
Where is Caroline Basalious based?
Caroline Basalious is based in Los Angeles Metropolitan Area, United States, United States while working with City National Bank.
What companies has Caroline Basalious worked for?
Caroline Basalious has worked for City National Bank, Retirement Planners Of America, Citi Personal Wealth Management, U.S. Bank, and Wells Fargo.
Who are Caroline Basalious's colleagues at City National Bank?
Caroline Basalious's colleagues at City National Bank include Dee Browning, Yelena Zvezdina, Carolyn Rhodes-Luke, Audrey Guzman, and Harold Sandberg.
How can I contact Caroline Basalious?
You can use AeroLeads to view verified contact signals for Caroline Basalious at City National Bank, including work email, phone, and LinkedIn data when available.
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