Relationship Management - Growing from within

An effective client relationship management process

Engage in relationship reviews
- These are a way to proactively outreach key clients
- This is NOT the "annual credit review"
- They must be objective in order to map and identify future opportunities
- Think in a longer-term perspective such as a 12- to 18-month duration

Your key outcomes will be retention and client satisfaction and this may even cultivate customer referrals for your financial institution.