Small Business Banking Built on Relationship

How well do you know your banker? These days that can be a very difficult question to answer. Banks change ownership and names and frequently when that happens, your relationship manager changes, too. You’re forced to educate another in the seemingly endless stream of changing faces about your business. The good news is that in community banking, this doesn’t happen as frequently as it does with the regional banks.

Interview Prospective Bankers

You vet candidates for positions in your company to make sure that you have the best fit.  You ask them questions about their background and experience. Hopefully, they ask questions about your company’s mission, goals and objectives, strategies and environment.  You build a mutual understanding of one another.  Ultimately, you are hiring not just an employee, but a relationship, not someone to fill a function and then moves on the moment something else comes along.

Mutually Beneficial Relationships

You should vet any potential banking candidate in the same way. Each of us wants a mutually beneficial relationship.  I recently came upon an article in an online edition of Forbes .  It’s a great road map for how to maximize your business banking relationship. If you don’t have a relationship with your banker, it’s probably time to give me a call at 724-625-1555 or email me.

Request an Appointment

If you’d like to schedule an appointment for a call, Zoom, or in-person meeting, click here.

Miss Our Cybersecurity Summit for Business?

If you missed our informative lunch and learn about the current cyber landscape, how to protect your business, and what to do after an attack… please contact us to receive the follow up materials.

Now is the time to protect your business! Learn more.

Locate a Branch

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Online and Mobile Business Banking

If you’re a current online banking customer, click here to login. Enroll in online banking, click here.

Access our business banking app for Android or Apple by clicking here.

Beneficial Ownership 

Important Information for commercial customers.