jeff cates

Commercial real estate lender for the NE FL region providing support for a wide range of small to mid-size businesses, VyStar members and future VyStar members.

Xerox executive responsible for sales, operations and consultative management delivering sophisticated solutions to major accounts in North Florida. This includes contacting and consulting C-Level officials to implement a document solution that will improve their processes and reduce their document costs. Responsible for managing and helping clients improve efficiency and provide effective solutions that will grow with new customer initiatives that can show measurable results. Interact with a wide diversity of clients to include CEOs, CFOs, COOs, IT Directors and Purchasing Directors Enhancing customer relationships by providing follow up services, updated hardware and software solutions and customer care meetings.

Enhancing customer relationships by meeting their banking and lending requirements through personal interest, customer care, follow up and product knowledge. Consulted with customers on the various products Bank of America offers for investments, debt consolidation and mortgages. Coaching tellers and other associates on how to prospect for sales opportunities through product knowledge, and understanding how to uncover client requirements.

Business Banker for BBVA Compass helping business owners with revenues of up to 10 million dollars grow their business through comprehensive customized banking solutions. BBVA specializes in commercial lending, SBA lending, deposit services, merchant services, wealth and treasury management.