Kathy Chavez Email and Phone Number

Open new accounts, assists customers with inquires and reloution of problems and all general Customer Service Duties. Responsible for aquiring new business clients, and for deeping business/personal relationships.

Responsible for managing a portfolio of middle market clients who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the client, accountable for prospecting new business and enhancing existing relationships. Have the ability to engage in dialogue with CEO and CFO levels regarding the client's industry and alternative capital structures. Assess the risks and impacts from both the client's and the bank's perspective for development and implementation of an overall client strategy.Responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. Well versed in a broad range of banking products and services for proper identification of cross-selling opportunities.