When all is said and done, San Diego's banks and bankers are a fairly homogeneous lot. But, should any one of them let their guard down, not live up to agreed-upon pricing of a business loan, not deliver a promised level of service or in some way lose sight of the personal touch, then it's open season. Chief Financial Officer Dave Schultz manages accounts for Quantum Design. Some Tips For Business Bankers 1. Up close and personal.
Personal contact is valued above all else.
Have a solid contact person, versed in the client's business, quirks and needs, assigned to an account. When we sign up a new business account, while I have the client on the phone, I look over the floor of the loan department and decide which loan officer would be the best fit and tell that customer. Shut your trap and listen, really listen to the business client. You can't tell them what the answer is before you completely understand their problem. We do our homework before we go in but are always prepared to listen.