Dane Margetts Email & Phone Number

Salt Lake City Metropolitan Area

Building and leading a team of honest and solution oriented Bankers who focus on small and mid market business needs including lending, treasury, and deposits on both the commercial and consumer sides.

Greater Salt Lake City Area

• Engages in business development activities with current and prospecting clients to understand and solve current challenges and needs of their businesses.
• Provides an array of solutions to clients in different forms of banking products and services specifically related to commercial credit facilities, deposit accounts, and treasury management products and services.
• Seeking to be a trusted adviser to current and prospective clients through consistent, concise, and solution providing interaction.

Downtown And South Davis County

I had the opportunity to lead a group of dedicated business banking professionals. Our team members are dedicated, trusted professionals who desire to help grow business and the economy where they work. This is done by listening and learning from those who we partner with and then offering recommendations as a trusted financial partner. As the manager, my.

Downtown And The Wasatch Front

• Focused on providing specialized and direct commercial relationship management to small and mid sized businesses.
• Provides an array of banking products and services specifically related to commercial credit facilities (both SBA and Conventional), deposit accounts, and treasury management products and services.
• Determined to learn about, understand, and continual increase the understanding of both the clients business and the clients understanding of banking regulations and requirements to therefore improve efficiencies.

Downtown Salt Lake City

• Prospects new clients through networking, cold calling, and relationship development.
• Provides an array of banking products and services specifically related to Small Business Administration credit facilities (SBA), commercial loans, deposit accounts, and treasury management.
• Manages a significant commercial loan portfolio consisting of over 30 business relationships.
• Recieved the award for Zions Bank's 2014 Business Banker of then Year.

Downtown Salt Lake

• Prospects new clients and provides products and services related to small business and commercial loans, deposit accounts, and treasury management.
• Facilitates performance feedback and improvement for three direct reports and develops promotions.
• Manages a significant commercial loan portfolio consisting of over 45 business relationships.
• For 2013, provided more commercial loans then any other manager in the Salt Lake Valley for al of Zions First National Bank.

Downtown Salt Lake

• Managed two commercial loan portfolios with combined commitments of over $200MM
• Analyzed monthly and quarterly business financial statements of current and prospective clients to calculate loan covenant compliance of over 80 clients and determine credit worthiness of prospects
• Evaluated individuals’ personal cash flow of over 150 individuals through tax returns
• Performed underwriting on large commercial loan deals to submit to loan communities for approval.

Originated, processed and closed home and personal loan requests for clientsFacilitated $2MM in new money deposits and $600M in new money loans within one year

Generated monthly profit/loss reports and recorded/processed transactions for three entitiesIncreased efficiency and decision making capabilities of the company via weekly reports

Master Of Business Administration (Mba), Accounting

Bachelor Of Arts (B.A.), Accounting

Activities and Societies: Sigma Gamma Chi

High School Diploma