Jane Pate

Jane Pate Email and Phone Number

Client Solutions Specialist Sr at PNC Bank, National Association @
Jane Pate's Location
Raleigh-Durham-Chapel Hill Area, United States
Jane Pate's Contact Details

Jane Pate personal email

n/a
About Jane Pate

I have over fifteen years of financial experience in loan and deposit analysis for major banking institutions. Each position I have held involved customer service that highlighted my attention to detail and organizational skills. I'm a self-starter that is capable of working independently or within a team.

Jane Pate's Current Company Details
PNC BANK, N.A

Pnc Bank, N.A

Client Solutions Specialist Sr at PNC Bank, National Association
Jane Pate Work Experience Details
  • Pnc Bank, N.A
    Client Solutions Specialist Sr
    Pnc Bank, N.A Jan 2020 - Present
    Raleigh-Durham, North Carolina Area
    Provides sales, service and execution support for new and ongoing client relationshipsGathers required documentation. Prepares, reviews and verifies document and relevant information for accuracyActs as a point of contact for clients, client teams and service partners and may act as an escalation point for complex client implementation and servicing issuesInitiates, updates and verifies client, account or transaction details in relevant systems/applications
  • First Citizens Bank
    Business And Commercial Support Specialist Ii
    First Citizens Bank Jan 2017 - Dec 2019
    Raleigh, North Carolina
    Support Business Commercial Banking teams in the sales, servicing and management of business clients and commercial loan portfoliosManage post-closing loan management; origination, funding disbursements, loan modification, pay offs and other loan maintenanceAssist Lenders and clients with various loan and deposit inquiresProvide documentation Support and Accuracy and ongoing Credit Servicing Support & Accuracy
  • Pnc
    Business Banking Loan Support Analyst
    Pnc Jan 2012 - Dec 2016
    Support multiple business bankers for the Eastern Carolina business banking team and their clients recognizing unique routines, tendencies and areas that I can make the biggest impact to overall success•Contribute my administrative and organizational talents to handle the team’s day-to-day items allowing the team more time to focus on client growth and satisfaction•Monitor key reports and loan management systems to maintain focus on top priorities/goals/objectives both individually and for the team•Advise clients and bankers in providing the most positive experience possible in the completion of financial transactions
  • Rbc
    Private Banking Sales Assistant
    Rbc Jan 2009 - Jan 2012
    Accountable for maintenance on deposit and credit accounts for a portfolio of high net-worth individual and corporate clients up to a million dollars•Developed and implemented a consistent and methodical follow-up process with clients which allowed for valuable feedback from the client’s perspective of how the bank delivered its services•Analyzed and reviewed banking maturities, overdrafts, past dues and other portfolio segments providing the information necessary to place clients in the best products
  • Rbc
    Private And Business Banking Service Assistant
    Rbc Jan 2007 - Jan 2009
    Functioned as first point of contact in fulfilling client requests regarding account maintenance, account opening, loan closing and collection and verification of account documentation•Directed daily operations including branch sales, business development, customer service and credit analysis
  • Rbc
    Senior Teller
    Rbc Jan 2001 - Jan 2007
    Served as an ambassador for the bank processing teller line transactions and resolved client inquiries •Analyzed and reviewed compliance audits, training, staff evaluations and branch security procedures; 2011 Bronze Award recipient for RBC Bank, Sales Assistant of the year for Private Banking

Frequently Asked Questions about Jane Pate

What company does Jane Pate work for?

Jane Pate works for Pnc Bank, N.a

What is Jane Pate's role at the current company?

Jane Pate's current role is Client Solutions Specialist Sr at PNC Bank, National Association.

What is Jane Pate's email address?

Jane Pate's email address is ja****@****pnc.com

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