It's About You
We Know You.
We started a business just like you. We are owners, decision makers, and problem solvers, just like you. We understand the challenges and rewards of operating a business, just like you.
We want to work with you on your business strategies, and assist you in mapping your road to success. Yes, financial strategies are part of that conversation, but finances are only a piece. Your business, just like you, is so much more complicated than just banking matters. We understand that.
You have told us that you are tired of training bankers to learn your business. You have told us that you are tired of the revolving door and a new relationship manager every six months. You have told us that you want your banker to understand your business, know your industry issues, and be more involved in what’s important to you and your business.
After we get to know you and your business; after we have taken a “deep dive” with you into the core of the key metrics that make you and your business unique; after we learn to appreciate the keys to your success - only then do we discuss banking tools.
Consultative Banking – The Focus is on You.
We don’t just gather deposits and make loans. We partner with our clients, in effect becoming part of your informal board of key business advisors. You will have direct access to our long-combined histories of business acumen. We invite you to tap into this reservoir of knowledge so we can assist you, our client, with advice to help you become more profitable and more efficient. Through our consultative banking approach, we work closely with each client to build strategies that provide a foundation for ongoing success.
Our team gets to know you, your business, and your industry. We help you navigate your business by employing our many years of launching, expanding, and transitioning business enterprises. We know it’s difficult to run your business alone. Our focus is on helping you find resources to solve your problems, plan for the future, and grow your revenue and profit.We want to become more than just your banker. We want to be your trusted advisor that you can call on to take advantage of an opportunity or assist you through a difficult time. Whether it is strategic planning, operations, recruiting key personnel and, yes, finance and banking, we have all the innovative and necessary products and services to serve your needs and help you solve your issues.
“Consultative banking works best when your banker, like a good mechanic or doctor, has a great set of tools in the tool box or medical lab.” —Dan Yates, CEO of Endeavor Bank