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We are pleased to present below all posts archived in 'July 2018'. If you still can't find what you are looking for, try using the search box.
By Greg Hahn, Commercial Loan Officer, S. California CommercialOriginally published in the Orange County Business Journal Having access to various banking services is essential; however, having a relationship with a dedicated banker could mean a lot more to business owners than expected. Be a business partner. Most commercial banks have dedicated relationship managers that work specifically with business owners. Banking services are evolving regularly, making it difficult to stay updated on what latest services are available. An experienced relationship manager will get to know their business clients’ needs, recommend new products and services to enhance daily operations, making necessary adjustments to meet changing needs. Provide sound advice. A business owner’s relationship manager should periodically be reviewing financial statements, while noticing positive and negative trends that the business is experiencing. This is valuable information as it could potentially help avoid financial prob ...