Keval Patel
Banker
678-373-9806
Financial Sales Manager in commercial banking.
First Citizens Bank
404-365-4664
79 West Paces Ferry Rd NW
Atlanta, GA 30189
I spend the time to have a needs-based consultative conversation with business owners to identify and define processes to add value to their banking needs, anticipate and remedy any financial concerns and make value-based recommendations.
Company
InfoMinute Seminar 07/17/2023
Orientation Essentials 07/17/2023
Development
Peachtree Team
Introduced by:
Neeli Shah
Joined on 05/12/2023
Leadership
MentorCoOrdinator 04/04/2024
Team
The most useful tool I use is Vertical IQ. It allows me to research industries and become more knowledgeable when talking to clients who are in these industries. It provides me with information on market trends within the industry and how are banking services and products can help them. It's a benefit to my clients because it allows me to have more educated conversations with them in regards to their business.
Referral Trigger Response