Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.
866.311.TEAM (8326)
Lisa Montanez
Business Name:
First Citizens Bank
Business Description:
First Citizens helps business, consumer, and commercial clients build financial strength that lasts. We offer an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank
How Business Creates Value:
First Citizens Bank brings together personal service and powerful tools to help businesses and consumers do more with their money – and make more of their future.
How Member Creates Value:
As the Business Banking Specialist I work closely with business owners in our community helping them succeed by providing tailored financial solutions, personalized service, and strategic guidance to support their growth and long-term goals.
CLIENT CENTRIC -Our clients are at the center of everything we do. We focus on adding value through personalized service, meaningful relationships and solutions that support their success.
Contact Information
Phone
626-430-3661
Website
LinkedIn
Credentials
- TEAM Member since 2025
Experience
- 20+ years of experience in the Banking Industry