Lance Wilson

Lance Wilson Email and Phone Number

AVP, Private Client Relationship Manager at Citizens @ Citizens
Lance Wilson's Location
Brooklyn, New York, United States, United States
Lance Wilson's Contact Details

Lance Wilson personal email

About Lance Wilson

A banking professional with over 13 years of experience in customer service, 10 years of experience in retail & small business banking, and wealth management.

Lance Wilson's Current Company Details
Citizens

Citizens

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AVP, Private Client Relationship Manager at Citizens
Lance Wilson Work Experience Details
  • Citizens
    Private Client Relationship Manager
    Citizens Oct 2024 - Present
    Providence, Rhode Island, Us
  • Citizens
    Private Client Relationship Manager
    Citizens Oct 2024 - Oct 2024
    Providence, Rhode Island, Us
  • Santander Bank, N.A.
    Senior Relationship Banker
    Santander Bank, N.A. Dec 2022 - Oct 2024
    Boston, Ma, Us
  • Santander Bank, N.A.
    Relationship Banker
    Santander Bank, N.A. Feb 2021 - Oct 2024
    Boston, Ma, Us
  • Valley Bank
    Personal Banker
    Valley Bank Mar 2020 - Jan 2021
    Morristown, New Jersey, Us
  • Hsbc
    Personal Banker
    Hsbc Apr 2017 - Feb 2020
    London, Gb
  • Hsbc
    Senior Customer Service Rep
    Hsbc Jul 2014 - Feb 2020
    London, Gb
    -Selling banking product & services based on client needs.-Review and access customer account services and products.-Increase and identify sales opportunities in various positions. -Profile and successfully refer clients to proper banking channels based on their needs.-Deepen relationships with clients.-Conduct outbound sale activities.
  • Jpmorgan Chase & Co.
    Senior Teller
    Jpmorgan Chase & Co. Aug 2011 - Jun 2014
    New York, Ny, Us
    -Greeting customers, listening and assessing requested desires & needs -Deepen relationships with current clients as well as building with potential new clients-Deliver proper bank product knowledge & services to clients based on their specific needs.-Identify sale referral opportunities.
  • Sears, Roebuck And Co.
    Sales & Customer Service Consultant
    Sears, Roebuck And Co. May 2008 - Dec 2010
    Chicago,, Il, Us
    -Selling product & warranty services based on client needs.-Confront dissatisfied customers, settle them, and provide resolutions.-Increase & identify customer sales in various positions.-Deliver proper product knowledge and services to clients.-Conducted outbound sale activities.-Prepared sales reports & emails, along with marketing presentations.

Lance Wilson Skills

Leadership Powerpoint Banking Lines Of Credit Credit Cards Sales Financial Risk English Unsecured Loans Finance Wealth Management Microsoft Office Microsoft Word Microsoft Excel Risk Management Training Customer Service Cash Handling Management Credit Analysis Research Retail Banking Kyc

Lance Wilson Education Details

  • James Madison High School
    James Madison High School
    Hs Diploma

Frequently Asked Questions about Lance Wilson

What company does Lance Wilson work for?

Lance Wilson works for Citizens

What is Lance Wilson's role at the current company?

Lance Wilson's current role is AVP, Private Client Relationship Manager at Citizens.

What is Lance Wilson's email address?

Lance Wilson's email address is la****@****ail.com

What schools did Lance Wilson attend?

Lance Wilson attended James Madison High School.

What are some of Lance Wilson's interests?

Lance Wilson has interest in Civil Rights And Social Action.

What skills is Lance Wilson known for?

Lance Wilson has skills like Leadership, Powerpoint, Banking, Lines Of Credit, Credit Cards, Sales, Financial Risk, English, Unsecured Loans, Finance, Wealth Management, Microsoft Office.

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