Michele Katz
About Michele Katz
Michele Katz serves as Vice President and Manager at City National Bank, where she has worked for 28 years. She has a strong background in wealth management custody and business escrow services, along with expertise in customer service and various Microsoft Office applications.
Work at City National Bank
Michele Katz has served as Vice President/Manager at City National Bank since 1996. With 28 years of experience in this role, she operates in the Greater Los Angeles Area. Her responsibilities include overseeing wealth management custody and business escrow services, ensuring that clients receive comprehensive financial solutions tailored to their needs.
Education and Expertise
Michele Katz earned a Bachelor of Science degree in Financial Planning and Advising from Purdue University. Her educational background equips her with the necessary skills and knowledge to excel in the banking industry, particularly in wealth management and customer service.
Background
Michele Katz has a robust background in the banking sector, specifically focusing on wealth management custody and business escrow services. Her extensive experience in these areas contributes to her effectiveness in managing client relationships and providing tailored financial services.
Customer Service Commitment
Michele Katz demonstrates a strong commitment to customer service in her professional role. Her focus on client satisfaction is evident in her approach to wealth management and business escrow services, where she prioritizes understanding and meeting the needs of her clients.
Technical Skills
Michele Katz possesses expertise in various Microsoft Office applications, including Excel, Word, and PowerPoint, as well as proficiency in the Windows operating system. These technical skills enhance her ability to perform professional tasks efficiently and effectively in her role at City National Bank.