Greg McCahan

Greg McCahan

Banker

Member

Endorsement Letters I've Received

Since many clients a referred by current clients, I usually have some background information about the new client.

If we are going to talk about a loan, typically I am going to research the property before we meet.  For a deposit relationship I will bring all the onboarding paperwork.

When meeting with a current client, usually I will be bringing current account information.  Often on a business account we meet to change authorized signers, so more documents are involved.  Ideally I'm able to gather all information in one meeting.

Referral Trigger Response

The Piedmont Bank

The Piedmont Bank

770-810-1983

5070 Peachtree Blvd Ste B-110
Chamblee, Georgia 30341

Company

Members I've Invited

Jen Holbrook

Jen Holbrook

Sponsorship

Brookhaven Team

Introduced by:

Joined on 07/03/2018

Leadership

TeamCoOrdinator 10/01/2021
ParticipationCoOrdinator
MembershipCoOrdinator 08/04/2022
100% Club 09/27/2022

Membership

3-year Pin 11/09/2021

Team

Team

PowerLinks Certificate 08/23/2018
GateOpener Workshop 11/19/2018
7-Minute Presentation Workshop 09/17/2018
Filling the Filing Cabinet Workshop 08/20/2018
InfoMinute Seminar 08/20/2018
Orientation Essentials 07/16/2018

Development