Would You Recommend Your Bank to A Treasury Colleague....Or Not?
Level: Intermediate
When was the last time you reviewed each of your bank relationships? Are they all working for you? Maybe it's time to evaluate the capabilities, customer service, ease of doing business, relationship manager, and service prices for each bank partner. In this insightful session, we will examine different corporate/bank relationships based on the latest Phoenix-Hecht studies, and discuss proactive steps that you can take to ensure that you benefit from the best relationship possible at any given bank.
James Brunnquell
Jim Burnnquell is a senior relationship manager at Phoenix-Hecht. Prior to joining Phoenix-Hecht, Jim was with Mellon Bank and Citizens Bank for 34 years; holding various sales, lending, and management positions in Business Banking, Commercial Banking, Credit Policy, and Treasury Management. Jim has been a CTP since 1997 and has a B.A. in Economics from Gettysburg College.
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