Learn how to navigate the waters of rolling out a pricing solution after you’ve acquired a bank.
Chapter 10 of “Earn It” is Here! Learn how to build a culture at your bank that embraces change, and then how to turn that concept into reality.
If your relationship managers are attempting to price deals without the proper relationship context, they’re really just guessing.
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.
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.