The Client Picked Banker ...........

#2!!  Why you  might ask?  Banker #1 took the client to a nice Italian meal.  That's true.

I asked the client why he chose Banker #2.  Here's his answer "Banker #2 asked good questions, but was never interrogating.  After I shared information about my company, Banker #2 shared information about herself and the bank she worked for.  It was an exchange.  (Interesting... a two way dialogue, an exchange of information.)  She came to my office for the visit and brought her manager to meeting #1 and when she delivered my commitment letter, she brought a cash management specialist to meeting number #2.  She anticipated I would have questions about implementation and how my cash management system would work.  (Hmmm...proactive, not reactive) The bank commitment was exactly what I asked for and there was a slight cost savings for my line of credit.  (Nice...cost is not the only factor, but it is a factor).  She delivered the documentation to my office and the closing was as I expected.  No surprises."

So, why Banker #2.  Stay tuned tomorrow for some additional thoughts.  My apologies to my readers who have been waiting too long for this post!