Pictured L-R: Teri Grubb, Joy LeFlore, Brandey Wimberley-Orsag
As a full-service financial institution, Jefferson Bank offers a variety of career paths with advancement opportunities. These leaders in their respective lines of business share insights into the financial services industry.
Betsy Baker, Private Banking Manager, offers advice for women considering a career in financial services. “Explore various opportunities in the industry. This can be incredibly motivating, allowing you to discover new interests and talents. Ultimately, financial services are about serving others. Prioritizing exceptional service sets individuals apart – building trust and relationships through communication – in an industry typically based on numbers and transactions.”
Reiterating the importance of relationships over transactions, Joy LeFlore, Mortgage Operations, talks about her career facilitating homeownership opportunities. “I’m passionate about helping people achieve their homeownership dreams! When I started, I was intrigued by the fast pace and complexity of the mortgage industry. I embraced the challenge of making this process smooth and stress-free by building relationships with borrowers, not focusing solely on the transaction.”
Teri Grubb, Trust Operations, describes the Trust Department’s investment philosophy, which is tailored to each client’s needs. “We build customized, diversified portfolios to minimize risk, generate income and preserve capital. We integrate estate, tax, and retirement planning to provide a holistic approach to wealth management. Adhering to these principles ensures prudent investment management – meeting fiduciary standards and helping clients achieve financial goals while preserving wealth for future generations.”
Chief Lending Officer Brandey Wimberley-Orsag offers customers these two pieces of advice. “First, relationships matter. Regardless of what banking services you use, the stage of your life or your business, or the economic environment, know your banker by name and lean on them as a trusted advisor. Secondly, maintain open lines of communication. Often, we receive calls only after significant occurrences, such as a company experiencing rapid, capital-intensive growth or an unexpected family death. With regular communication, we can work together to proactively prepare solutions to guide you through any situation.”
Jefferson Bank
1900 Broadway, Suite 900, San Antonio, TX 78215
(210) 736-7600 | jeffersonbank.com
Member FDIC. Equal Housing Lender.
Wealth Management and Insurance products are not FDIC insured, not a deposit, not insured by any federal government agency, not bank guaranteed. May lose value.
