Daisy Koefod Email & Phone Number | Personal Banker with 3+ years of experience in personal finances. Areas of expertise include conducting customer transactions while verifying customer authenticity, and remaining vigilant for any signs of fraud or elderly abuse. Working with bankers and financial advisors to connect customers with the necessary products and services that’ll help them achieve their financial goals and expand their wealth. Coaching team members both collectively and individually on proper policy protocols in accordance to auditing standards. Meeting all needs of the customer while keeping customer satisfaction in mind and adhering to the bank policies.

Daisy Koefod

Personal Banker with 3+ years of experience in personal finances. Areas of expertise include condu...
180 Bennett Street, Gilroy, United States

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Daisy Koefod’s Location 180 Bennett Street, Gilroy, United States

Daisy Koefod’s Current Industry Us Bank

Daisy Koefod’s Prior Industry Patelco Credit Union | Wells Fargo

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Personal Banker

2023-03-01 00:00:00 - Present

Member Solutions Specialist (Personal Banker)

2021-01-01 00:00:00 - 2023-01-01 00:00:00

Personal Banker

2019-01-01 00:00:00 - 2021-01-01 00:00:00

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Daisy Koefod is a Personal Banker with 3+ years of experience in personal finances. Areas of expertise include conducting customer transactions while verifying customer authenticity, and remaining vigilant for any signs of fraud or elderly abuse. Working with bankers and financial advisors to connect customers with the necessary products and services that’ll help them achieve their financial goals and expand their wealth. Coaching team members both collectively and individually on proper policy protocols in accordance to auditing standards. Meeting all needs of the customer while keeping customer satisfaction in mind and adhering to the bank policies.