Professional: Precise – Communicate
In banking, some bankers are content to have transactional customers. They don’t necessarily look at a customer as a long time relationship. I prefer to get to know my clients, create long-lasting relationships. I listen to their needs and try to provide solutions. It is important to me that they trust me and I become their trusted advisor. The only way to do this is to let them know I am here for them and will do everything to resolve any issues they may experience. My role is to guide, educate, and ask questions so they understand the options, recognize what meets their need, and comprehend the value of the recommendations I present. Banking is not a one-size-fits-all and open and honest
communication is important. When my client calls, I am there to lend a helping hand. I treat my clients the way I want to be treated.
