A time-consuming part of my process is the notes I add into Salesforce, our CRM. I take notes so that I can go back and review things we have talked about, things going on, things about them and their lives so that I can recall these things and build upon the relationships I am building with my clients. As much as I like to think I can remember every detail about my customers, I know it's impossible. My note taking helps me ensure clients feel heard and known. My notes allow me to review previoous conversations before I make my follow up phone calls or before I go visit a client.
I know not every banker does this, they don't take the time to do this becuase it is a bit tedious and they're more worried about the next "sale". However, the result I get from knowing my clients and digging deeper is earning more and more of a clients relationship. I will be the first person they think of when they want to expand their business, or the first person they reach out to when they want to do home improvements because I have taken the time to REALLY get to know them on various levels.