Daniel Beck Email & Phone Number

Ephrata, Pennsylvania, United States

Lancaster County, Pennsylvania, United States

• Provides commercial loans and technical assistance to existing clients and develops new business with an emphasis on community impact. Aggressively markets the mission of Community First Fund to economic leaders of the.
• Consistently awarded the Presidents Club for excellence in sales
• Provides superior customer service and expands existing and prospective customer relationships
• Consistently maintains one of the largest loan portfolios with negligible delinquency and loan charge offs
• Successfully orchestrated and negotiated financial economic packages, combining federal, state, and local agencies loan funds to create community impactful development projects
• Developed a strong referral base with customers and centers of influence that provide a steady stream of referrals

Lancaster County

• Aggressively developed new commercial clients while managing customers in a multi-million dollar portfolio in various industries. Provided valuable consulting service to clients in achieving long-term business.
• Recommended and re-structured corporate financial structure of clients to maximize profits and cash flow while reducing bank’s risk
• Effectively cross sold bank’s corporate services and retail products to prospects and customers
• Saved clients significant cost and tax savings by recommending financial service products as well as tax driven investment options such as tax free exchanges and trust products

Lancaster Pa

• Developed and expanded commercial loan portfolio of commercial clients in a wide variety of industries. Evaluated, recommended, and negotiated loan structures. Provided superior customer service while actively cross.
• Increased commercial loan outstanding over 31%.
• Effectively cross sold financial services to customers and prospects

Honors Graduate

Master Of Business Administration - Mba, Finance

Bachelor Of Business Administration - Bba

High School Diploma