Treasury Portfolio Specialist @ (November 2022 - December 2023)
Senior Treasury Advisor @ (November 2017 - November 2022)
Senior Sales Relationship Manager @ (May 2014 - October 2017)
Relationship Banker @ (August 2012 - May 2014)
Sales Supervisor @ (October 2000 - July 2012)
Rachit Patel Skills
Customer Service
Treasury and Payment Solutions
Banking
Sales
Relationship Management
Consumer Lending
Retail
Finance
Loans
Retail Banking
Strategic Planning
Team Leadership
Microsoft Excel
Credit Cards
Loan Origination
Lines Of Credit
Deposits
Cash Flow Management
Corporate cards
Leadship
Management
Portfolio Management
Team Building
Leadership
Salesforce.com
Business Relationship Management
Cross Selling
Communication
Sales Management
Microsoft Office
Credit
Business To Business B2B
Small Business Lending
Business to Business
Rachit Patel Summary
Rachit Patel, based in Phoenix, AZ, US, is currently a Vice President, Treasury Management Officer at Tradition Capital Bank. Rachit Patel brings experience from previous roles at BMO Commercial Bank and JPMorgan Chase & Co.. With a robust skill set that includes Customer Service, Treasury and Payment Solutions, Banking, Sales, Relationship Management and more. Rachit Patel has 4 emails and 2 mobile phone numbers on RocketReach.
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