“The way money moves through a business can have a big impact on cash flow, efficiency, and even the amount of time you and your team spend managing day-to-day finances. I’d like to get a better sense of how money is moving through your business today and see if there are any opportunities to make…
“As I talk with business owners, one thing I’ve learned is that growth often creates new financial needs—sometimes before the business owner expects them. I’d like to get a sense of where your business is headed and make sure your banking relationship is positioned to support what comes next.” Conversation Starters “What’s next for the…
Answer “It would probably be easier if I called back. When would you suggest a better time for me to call him/her? Is it possible to reach him/her by cell?” “By the way, what is your name? Thanks _____, I appreciate your help!” Advance “When would you suggest is a better time to call back?”
Answer “Yes. I wanted to speak directly with _____. When would you suggest a better time for me to call him/her?“ “Is it possible to reach him/her by cell?“ “By the way, what is your name? Thanks _____, I appreciate your help!“ Advance When is a better time to call back?
Answer “I’m his/her Relationship Manager and I am working on some of his/her financial matters. I just have a quick question regarding his/her account, and I was hoping to speak with him/her directly for clarity.” Advance “May I speak with him/her?”
Answer “I don’t believe so, but I am his/her Relationship Manager.” Advance “May I speak with him/her?”
Answer “KeyBank” Advance “May I speak with him/her?”
Answer “Thank you for sharing that with me. Can you tell me more about what happened?” (Allow client to vent.) “It is unfortunate that you had this experience, and I truly appreciate the opportunity to make things right for you.” “What can I do to help improve your banking experience here at KeyBank moving forward?”…
Answer “I’m glad I reached out. Since you have a relationship with KeyBank and another bank, it might be helpful to compare what we can offer.” “Is there a specific reason why you have more than one bank to meet your needs?” (Allow client to explain.) “I’d love to meet with you to learn more…