We’re continuing our series on looking at the question “What happens when a banker becomes the customer?” Today, we’re looking at the process of selecting a new bank. As discussed in the episode, I am NOT saying that my thought process is the ONLY process…or even the right one. It’s just mine and my family’s. But, we’re a dual income family, 2 kids, a dog, and a mortgage moving into a new community where our current bank does not have a presence. That’s not all that unusual.
So, let’s walk through that through the eyes of a customer.
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