David Beebe

David Beebe Email and Phone Number

Treasury Onboarding Consultant Team Lead at BOK Financial @ BOK Financial
tulsa, oklahoma, united states
David Beebe's Location
Greater Phoenix Area, United States
David Beebe's Contact Details

David Beebe personal email

About David Beebe

Providing various financial services since 2000. I have extensive knowledge in bank policy, procedure and regulation. I am currently in a position where I can help my team increase profitability while upholding the highest level of customer service possible.Specialties: Project Management, Treasury Management, Audit, AML, BSA, U.S. Patriot Act, Banking/Lending Regulation, NMLS

David Beebe's Current Company Details
BOK Financial

Bok Financial

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Treasury Onboarding Consultant Team Lead at BOK Financial
tulsa, oklahoma, united states
Website:
bokf.com
Employees:
5065
David Beebe Work Experience Details
  • Bok Financial
    Treasury Onboarding Consultant Team Lead
    Bok Financial Sep 2024 - Present
    Scottsdale, Arizona, United States
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  • Bok Financial
    Treasury Services Onboarding Consultant Iii
    Bok Financial Jan 2016 - Sep 2024
    Scottsdale, Az
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  • Bok Financial
    Treasury Implementation Consultant Iii
    Bok Financial Jan 2016 - Sep 2024
    Scottsdale, Arizona
    View
  • Bok Financial
    Assistant / Operations Manager Ii
    Bok Financial Feb 2010 - Jan 2016
    Phoenix, Arizona Area
    • Manage day to day branch operations • Perform monthly, quarterly & annual branch audits and present findings to management• Debrief, train and update staff on new bank policy, procedure and regulation
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  • Wells Fargo Retail Finance
    Loan Officer
    Wells Fargo Retail Finance Nov 2009 - Feb 2010
    • Solicit mortgage loans from several referral sources• Manage loan pipelines for several bank branches• Perform operational reviews and report findings
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  • Jpmorganchase
    Loan Officer
    Jpmorganchase Jun 2006 - Nov 2009
    • Solicit mortgage loans from several referral sources• Manage loan pipelines for several bank branches• Perform operational reviews and report findings
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  • Jpmorganchase
    Personal Banker
    Jpmorganchase Nov 2004 - Jun 2006
    • Customer profiling to uncover other financial needs• Identified opportunities and utilized various financial partners• Achieved top 25 ranked bankers companywide for 2005 & 2006
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  • Usbank
    Assistant Manager
    Usbank May 2004 - Nov 2004
    • Tracked monthly sales production• Coaching other staff members• Created sales plans to exceed monthly goals
    View

David Beebe Skills

Loans Finance Mortgage Lending Credit Financial Analysis Banking Customer Service Sales Loan Origination Commercial Banking Risk Management Coaching Management

Frequently Asked Questions about David Beebe

What company does David Beebe work for?

David Beebe works for Bok Financial

What is David Beebe's role at the current company?

David Beebe's current role is Treasury Onboarding Consultant Team Lead at BOK Financial.

What is David Beebe's email address?

David Beebe's email address is db****@****ona.com

What skills is David Beebe known for?

David Beebe has skills like Loans, Finance, Mortgage Lending, Credit, Financial Analysis, Banking, Customer Service, Sales, Loan Origination, Commercial Banking, Risk Management, Coaching.

Who are David Beebe's colleagues?

David Beebe's colleagues are Lenore Brown, Aap, Ryan Alden, John Blagg, Tyler Wisdom, Greg Hernandez, Susan Kahler, Andrea Clum.

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