Banker-Buddy Follow up

Some people are curious about what prompted my last blog re: communicating with the bank. There were 2 prompts: The first one is that I used to work at a financial institution doing Customer Service and Collections, so I know how important money is to people. I also know that I would favour the nicer, friendlier people first! Oh yes, I said it. Despite what you may hope, we would always help out the cooperative person or give them a break. Relationship is everything. Communication skills are super-important in building relationship.

The other prompt is that I had a great relationship with a banker, and he helped me get a good line of credit, great interest rates, and took a chance on me when I told him of my entrepreneurial aspirations. He helped me a lot. However this week when I went into my bank to set up a new account I found out that he recently moved departments. Guess what? I got bounced around for 2 days and between 4 people before I (maybe) got settled into a new account manager. Now I did my best to establish and build rapport, but I guess I won’t know 100% until the next visit. I am looking forward to it!

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