Like any relationship, your banking relationship is facilitated by certain standards. By demonstrating professionalism through respect and preparation, you will help to build your relationship with your banker and increase your odds of business success.
EXPERT TIP | Gary Furr, Organizational Development Consultant:
Preparation is an excellent way to demonstrate professionalism. Meeting with your banker should not be a shoot-from-the-hip experience. Instead you want to think through what your banker needs and how you can present your information in an organized format to help make things easy for your banker. Consideration helps to facilitate your relationship.
Here are a few tips for cultivating a professional relationship with your banker:
- Show competence by being prepared with accurate documents as well as knowledge about your industry and your business.
- Be polite and treat you banker with the same level of respect you would treat your very best customer.
- Always be on time for meetings. Being reliable shows respect.
- When communicating through written correspondence with your banker, make sure that you are brief and to the point.
With over 40 years of C-level business experience and an MBA in organizational development, I am uniquely qualified to help you achieve success in your business. Give me a call to set up a free consultation: 503-312-3145.
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Make Your Banker Happy
Advice of bankers in forming a relationship that will reap rewards well into the future.
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