Profile
First Name
Samir
Last Name
Patel
Professions
Banking & Commercial Lending
Industry
Finance
Chapter
B2B Fredericksburg Area, VA
Member Role
B2B Vice President
Member Bio
With 20 years of experience in the financial services industry, Sam brings knowledge, professionalism and an understanding of the financial landscape to his customers, prospects and referral sources. He believes in building long term relationships closely held family owned and multi-generational businesses. His primary focus is small to medium size businesses primary throughout the DMV area. He has been First Citizens team since 2021, he’s known as a trusted banker, helping customers achieve their short- and long-term financial goals to maximize their day to day cash position and/or return on their funds.
Contact Details
Website
www.firstcitizens.comLinkedIn
n/aCompany Details
Company Name
First Citizens Bank
Job Title
Vice President Business Banker
Street:
1575 Emancipation Highway
City:
Fredericksburg
State:
Virginia
Zip code:
22401
About Us
Founded in 1898, First Citizens Bank is one of the nation’s strongest and most stable financial institutions, providing a broad range of business and personal banking services.Top 20 U.S. bank by assetsTotal Assets: $215BTotal Deposits: $140BTotal Liquidity: $131BHeadquartered in Raleigh, North Carolina, First Citizens is one of the largest family-controlled banks in the United States.
Services Provided
Community & Association BankingTreasury management and Payment processingCommercial Banking-Business FinancingEquipment FinancingCommercial Real Estate FinancingPlanning and InvestmentPrivate Banking and TrustsBranch BankingDigital BankingMortgage
Ideal Customers
growing family own businesses that are in a need of a banker that could add value to their day to day operations to maximize their cash position and return as well assist with their short and long term financial needs Clients include Professionals, Skilled Trade, distributors, wholesalers, manufacturers, government contractors, property management, business services,
Employee Count of Clients
1-19
Revenue Size of Clients
$1M-$15M