Elizabeth Willis
About Elizabeth Willis
Elizabeth Willis is a Relationship Manager at City National Bank, where she has worked since 2019. She has extensive experience in banking, having held various positions at BB&T Capital Markets, City National Bank, and Union Bank over her career.
Current Role at City National Bank
Elizabeth Willis serves as a Relationship Manager at City National Bank, a position she has held since 2019. Based in San Jose, she focuses on building and maintaining client relationships, ensuring customer satisfaction, and delivering tailored financial solutions. Her experience in the banking sector equips her to address diverse client needs effectively.
Previous Experience at City National Bank
Prior to her current role, Elizabeth Willis worked at City National Bank as a Senior Credit Officer from 2017 to 2019 in Los Angeles. In this capacity, she was responsible for assessing credit risk and making informed lending decisions. Her tenure contributed to her understanding of credit management and risk assessment within the banking industry.
Experience at BB&T Capital Markets
Elizabeth Willis held the position of Vice President, Capital Markets Corporate Banking Portfolio Manager at BB&T Capital Markets from 2010 to 2015 in Irvine, California. During her five years in this role, she managed corporate banking portfolios, focusing on client engagement and financial strategy, which enhanced her expertise in capital markets.
Educational Background
Elizabeth Willis earned her Bachelor's degree in Finance from Florida State University - College of Business, where she studied from 2002 to 2006. She later pursued a Master's degree in Management Engineering at the University of North Carolina at Charlotte, completing her studies from 2009 to 2012. Her educational background provides a solid foundation for her career in finance and banking.
Career Progression at BB&T
Elizabeth Willis began her career at BB&T as a Leadership Development Associate in 2007, followed by roles as an Operations Analyst in Special Assets and a Credit Analyst. She worked at BB&T for a total of approximately three years before transitioning to other banking institutions. This early experience laid the groundwork for her future roles in corporate banking and credit management.