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The Purposeful Banker

The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial lending market. From pricing tips to market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
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Now displaying: Page 1
Aug 10, 2015

Today, we're going to take a little bit different approach.  PrecisionLender has a customer success team, which happens to be where my role fits. Our job is a little more low-tech.  Specifically, we spend big chunks of every day on the phone with lenders.  Those conversations cut a wide swath, as they range from talking big picture strategy with management teams to talking through the mechanics of individual deals.  But, a recurring theme is looking for ways that banks, especially lenders, can build stronger relationships with customers.  Obviously ours is often pricing focused, around what we call "weaponizing the math" to find a workable deal that is hand crafted for a borrower.  But, we also hear a lot of tips of the trade, which is our topic for today: we're going to talk about some specifics on building stronger relationships.

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