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KZ

Kylee Zane

Regional Private Banker at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wells Fargo Bank</span>
Intro Book
Experienced banking professional with expertise in private banking, retail banking, and small business lending.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Loans
  • Small Business Lending
  • Credit
  • Consumer Lending
  • Banking
  • Show all
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Bio

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Kylee Zane is a seasoned banking professional with 13 years of experience in private banking, retail banking, and small business lending. She has expertise in financial planning, wealth management, and credit analysis. With a strong background in banking, Kylee has developed skills in cross-selling and team management. As a Regional Bank Private Banker at Wells Fargo, Kylee specializes in helping higher net worth clients with financial planning and management, leveraging her broad access to Wells Fargo's resources. She also has experience as a Store Manager at Wells Fargo, where she coached a retail team to meet customers' short and long-term financial goals. Kylee holds an Associate of Arts degree from Kirkwood Community College and Mount Mercy College.

Experience

  • Wells Fargo Bank
    • Regional Private Banker
      • May 2011 - Present

      As a Regional Bank Private Banker I specialize is helping higher net worth clients with financial planning and management. I have access to a broad spectrum of Wells Fargo's resources to help our clients succeed financially.

  • Wells Fargo
    • Store Manager
      • May 2005 - May 2011

      I managed and coached a Wells Fargo Retail Team to help meet our customers short and long term financial goals.

Education

  • 2000 - 2002
    Kirkwood Community College
  • Mount Mercy College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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