With work experience over 14 years, this professional is nowadays working at Citizens Business Bank which is based in 264 as a Vice President Product Analyst. Ryan received his education to 2000 at the Ruben S Ayala High School. This professional is located in Newport Beach, California. To contact directly with Ryan, you can look for their phone number or e-mail or find full information by requesting access to this person's additional details on this website.
Name variants:
Ryan Lefevers
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ry**@umpquabank.com, rl**@cbank.com
Location
Newport Beach, CA
Company
Workplace
Vice President Product Analyst
Ontario, CA
Industry
Banking, State Commercial Bank, State Commercial Bank Accounting/Auditing/Bookkeeping, National Commercial Bank, Commercial Printing, NEC
Colleagues
Work History
Vice President Product Analyst
701 north Haven Ave, Ontario, CA 91764
from Jul 2019
Vice President Treasury Management Sales Consultant
10 south 1St Ave, Walla Walla, WA 99362
from Apr 2018
Vice President Treasury Management Officer
701 north Haven Ave, Ontario, CA 91764
● Conducted prospect and client sales calls with Commercial Bankers to uncover Treasury Management service needs, and better enhance the prospect and client’s banking experience. ● Oversee T...
Apr 1, 2016 — Apr 2018
Vice President Cash Management Sales Officer
2050 Main St, Irvine, CA 92614
● Conducted prospect and client sales calls with Commercial Bankers to uncover Cash Management service needs, and better enhance the prospect and client’s banking experience.
● Oversee Cas...
Aug 2015 — Apr 2016
Treasury Management Assistant
445 southeast Main St, Roseburg, OR 97470
● Assist with Treasury Management setup by participating in client calls, and creating the proper documentation to ensure each client is placed in the appropriate Treasury Management product...
Apr 1, 2014 — Aug 2015
Treasury Management Sales Assistant
● Assist with Treasury Management setup by participating in client calls, and creating the proper documentation to ensure each client is placed in the appropriate Treasury Management product...
Nov 2013 — Apr 2014
Operations Support Analyst
4040 Macarthur Blvd SUITE 100, Newport Beach, CA 92660
Assisted Treasury Management Department with client online banking, remote deposit capture, and treasury management product set up.
Provided reports for Bank Secrecy Act, Financial Service...
2011 — 2013
Customer Service Representative Iii
1717 Main St, Dallas, TX 75201
Basic teller functions.
Balanced vault.
Opened new accounts.
Used tag ons to generate cross sells.
Completed monthly merchandising report.
Performed audits.
Provided excellent custome...
2004 — 2011
Education
Occupations
Executive
Vice President
Analyst
Sales Specialist
Sales Person
Chief Executive
Analysts
Sales Representative
Skills
Microsoft Excel
Microsoft Word
Fiserv Director
Fiserv Navigator
Fiserv Access Manager
Fiserv Anti Money Laundering
Bank Secrecy Act
Fincen
New Account Opening
Treasury Management
Proformas
Financial Reporting
Customer Service
Customer Support
Teller Operations
Remote Deposit Capture
High Risk Client Reporting
Currency Transaction Reporting
Suspicious Activity Reporting
Cash Handling Experience
Banking
Commercial Banking
Retail Banking
Commercial Lending
Credit Analysis
FAQs about Ryan Lefevers
What is the main profession of Ryan Lefevers?
Ryan Lefevers is a Vice President Product Analyst.
What jobs is Ryan Lefevers proficient at at?
The expert is proficient at such jobs as Executive and Vice President.
Where does Ryan Lefevers live?
Newport Beach, California is the place where Ryan Lefevers currently lives
What is the professional's email?
Ryan's email is ry**@umpquabank.com and rl**@cbank.com.
Where did Ryan Lefevers work?
This expert worked at Citizens Business Bank, Banner Bank.
What education does Ryan Lefevers have?
Ryan studied at the Ruben S Ayala High School to 2000.
Are there any special industries Ryan Lefevers works in?
Ryan Lefevers works in Banking industry.
Are there any skills, that Ryan Lefevers has?
Ryan Lefevers has skills in the following areas: Microsoft Excel, Microsoft Word, Fiserv Director, Fiserv Navigator, Fiserv Access Manager, Fiserv Anti Money Laundering, Bank Secrecy Act, and Fincen.