Helping Customers See Past Rate

Helping Customers See Past Rate

Moving a customer from a rate shopper to a value shopper can be a difficult feat. Here’s what we’ve seen the best relationship managers do to provide their customers the most value possible.

Relationship Pricing In Your Bank

Relationship Pricing In Your Bank

Not every loan opportunity is the same, sometimes you need to push hard and other times you should give ground. The hard part for most bankers is to know what card to play when. John Tull is the SVP Director of Strategic Finance and Treasurer at Union Bank &...
Podcast: Is Social Media Worth the Effort?

Podcast: Is Social Media Worth the Effort?

Jill Castilla is a big supporter of small business and buying local, and encourages her employees to engage their professional connections in the same way they do their personal connections.  It’s making all of your interactions authentic and true to your personality, and not worrying about it being a polished (and sterile) corporate marketing message.