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Private Banking Specialist

Becky Poe, a Private Banking Specialist in the Phoenix office, is responsible for assisting in meeting new business goals by helping to generate leads, follow-up on prospective clients, and assist in developing a network of referral sources.


Getting to Know Becky

What do you like most about what you do?

My favorite reward at the end of the day is knowing that I have helped someone achieve what they’ve needed to be accomplished in their banking world. If I happen to help solve some other issues that they may be having at the same time, or if I can offer helpful suggestions- well, then that’s the “icing on the cake”.

What do you believe is your best quality? 

I love listening to different people and their life stories. I’ve been told that I have great empathy for those that I am lucky enough to meet and share these stories with.

What is your motto?

Everything always seems to work out sooner or later, so relax, stay calm and be kind.