Nancy Cope
Senior Vice President, Private Banking at Green Bank- Claim this Profile
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Bio
LinkedIn User
Nancy is a very professional dedicated individual. She is highly ethical in all client dealings and is truely an asset to clients and the company she represents.
Bill Leonard, CTFA, CISP
Nancy is fantastic. She has wealth management experience as well as private banking and retail banking. She and I worked at Wells Fargo but in different areas. She managed our Regional Bank Private Bankers and facilitated some of the most effective referral networks - to better serve our clients. She epitomizes teamwork and professionalism. She is honest, trustworthy and one of the most responsive people with whom I've ever worked. Her clients and colleagues still rave about her.
LinkedIn User
Nancy is a very professional dedicated individual. She is highly ethical in all client dealings and is truely an asset to clients and the company she represents.
Bill Leonard, CTFA, CISP
Nancy is fantastic. She has wealth management experience as well as private banking and retail banking. She and I worked at Wells Fargo but in different areas. She managed our Regional Bank Private Bankers and facilitated some of the most effective referral networks - to better serve our clients. She epitomizes teamwork and professionalism. She is honest, trustworthy and one of the most responsive people with whom I've ever worked. Her clients and colleagues still rave about her.
LinkedIn User
Nancy is a very professional dedicated individual. She is highly ethical in all client dealings and is truely an asset to clients and the company she represents.
Bill Leonard, CTFA, CISP
Nancy is fantastic. She has wealth management experience as well as private banking and retail banking. She and I worked at Wells Fargo but in different areas. She managed our Regional Bank Private Bankers and facilitated some of the most effective referral networks - to better serve our clients. She epitomizes teamwork and professionalism. She is honest, trustworthy and one of the most responsive people with whom I've ever worked. Her clients and colleagues still rave about her.
LinkedIn User
Nancy is a very professional dedicated individual. She is highly ethical in all client dealings and is truely an asset to clients and the company she represents.
Bill Leonard, CTFA, CISP
Nancy is fantastic. She has wealth management experience as well as private banking and retail banking. She and I worked at Wells Fargo but in different areas. She managed our Regional Bank Private Bankers and facilitated some of the most effective referral networks - to better serve our clients. She epitomizes teamwork and professionalism. She is honest, trustworthy and one of the most responsive people with whom I've ever worked. Her clients and colleagues still rave about her.
Experience
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Green Bank
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United States
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Banking
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1 - 100 Employee
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Senior Vice President, Private Banking
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Sep 2011 - Present
Proud to be a part of Veritex Community Bank as of January 1, 2019. 25 years experience in the financial services industry with extensive experience building and developing long term affluent relationships. Responsibilities include working with clients to understand their financial needs and providing solutions that result by connecting clients with the resources they need to be financially successful. Proud to be a part of Veritex Community Bank as of January 1, 2019. 25 years experience in the financial services industry with extensive experience building and developing long term affluent relationships. Responsibilities include working with clients to understand their financial needs and providing solutions that result by connecting clients with the resources they need to be financially successful.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Regional Private Banking Manager, VP
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2008 - 2011
Recruited, hired and trained a sales team of 11 Regional Private Bankers within Dallas Community Banking branches focused on client relationships with assets of $250K to $3M. Developed a wealth management training protocol that improved banker productivity and fostered continued professional growth.
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Wealth Management Private Banker, VP
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2002 - 2008
Managed full-service banking relationships with high net worth clients and oversaw a portfolio of moderately complex banking relationships. Enhanced client base through cross-selling wealth managment products and services, developed new business through interaction with external and internal Bank Partners.Dual responsibilities included coaching a team of branch based Regional Private Bankers in the North Dallas/Denton community banking market from June 2006.
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Premier Banking District Manager, VP
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2000 - 2002
Hired, developed and managed the Dallas Premier Banking sales team with a primary focus to grow the Dallas market share of branch based high value clients with relationship assets of $100K to $500K. Coached the team to maximize cross-sell opportunities through in depth profiling and relationship focused activities. Exceeded sales group targets.
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Branch Manager, VP
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1988 - 2000
Managed all sales activities in a full service retail/commercial branch including: core deposit production, investment fee income and expense management; and consumer, commercial and small business development.
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Community
