Building Exceptional Customer Relationships posted 02/03/2017
Featuring: Andrea Principe, Business Banking Market Manager, JPMorgan Chase and Matt Downs, Senior Vice President Head of Strategy for Commercial Banking, Citizens Bank with Donna Arce and Emily Cade, Barlow Research Associates, Inc.
Relationship Managers are an integral link connecting customers to the bank. They are responsible for establishing and growing client relationships. This includes understanding their customer’s background and needs as well as advising and delivering excellent customer service. The relationship itself extends further than just the connection between the client and the Relationship Manager, but also into the client’s overall satisfaction with the bank and their attitudes and opinions of the bank as a whole.
Join Barlow Research on Friday, February 3rd, 2017 as we discuss building meaningful relationships with Small Business and Middle Market customers.
In this session you will learn about:
- Value of the business banking customer to the bank
- Current Relationship Manager performance metrics
- Best practices in Small Business and Middle Market Relationship Management
This discussion is designed for anyone involved in small business relationship management, middle market relationship management, sales, service, business development, training, market research, marketing or line of business strategy.