Ana Espinoza

Ana Espinoza

Private Banker @ TowneBank

About Ana Espinoza

Ana Espinoza is a Private Banker at TowneBank in Charlotte, NC, where she has worked since 2021. With a background in leadership and client development, she focuses on expanding the branch's client base and enhancing service quality.

Work at TowneBank

Ana Espinoza has been employed at TowneBank as a Private Banker since 2021. In her role, she provides leadership and guidance to branch personnel, ensuring a high standard of client service quality. She actively participates in developing retail and small business client relationships, contributing to the expansion of the branch's client base. Her focus on prospecting new consumer and small business households is aimed at driving branch growth.

Previous Experience at Truist

Before joining TowneBank, Ana Espinoza worked at Truist for 16 years, serving as a Branch Leader from 2005 to 2021. During her tenure, she was responsible for overseeing branch operations and enhancing customer service. Her experience at Truist provided her with a solid foundation in banking and client management, which she has carried into her current role.

Education and Expertise

Ana Espinoza studied at Miami Dade College, where she pursued a degree in Business Administration and Management. She completed her Associate's degree from 2004 to 2009. This educational background has equipped her with the necessary skills and knowledge to excel in her banking career, particularly in client service and branch management.

Client Development Initiatives

In her current position, Ana Espinoza initiates and directs in-house marketing programs aimed at enhancing client engagement and service quality. Her efforts are focused on building relationships with new and existing clients, which is essential for the growth and success of the branch.

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