As a member of the Rotary Club of Edwardsville, Dan was a Paul Harris Fellow Award recipient from Rotary International. He is also a former President and seven-year Executive Board Member for the Ed/Glen Chamber of Commerce. He has been in the financial services industry since 1987 and joined TheBANK in 1994.
When I was working at a competing institution in the area and I really admired the reputation and respect TheBANK garnered in the communities they served – with both customers and non-customers alike.
I always try to accommodate to my client’s needs, especially when it comes to time. I am very flexible with my hours and regularly meet with clients after hours or even on weekends. I understand how limited clients’ time can be, especially business owners.
It’s rewarding to see a client’s business thrive and realize that I was a part of that success by working with them through their growth period. In good times, it’s easy to be a good banking partner with your client. It’s how the relationship works through the tough times that separates a relationship banker from a transactional banker.
The ability of the client and banker to speak openly and honestly with each other and collaborate ideas and solutions is critical to the longevity and health of the relationship. Saying “yes” is simple … saying “no,” albeit for the right reasons, is necessary at times, too.
I make a concerted effort to present information in a way that both the client and I understand. Too many times in our industry, I witness a banker acting authoritative or talking down to a potential client. I find that I can usually learn much more from them than they can from me, which allows me to structure a deal that fits their needs instead of forcing a product or term on them.