10/12/2026
Just welcomed a new customer, a 36-year family-owned insurance agency in Houston, from a larger regional competitor. They had been fiercely loyal to their previous bank for many years; however, when they needed help to understand why their merchant transactions were being restricted, they were directed to an 800 number because “they were too small for a relationship manager.”
Their new relationship manager was not only able to provide the kind of personalized attention they had always desired but were never “qualified” to receive, but the RM also customized their merchant limits to avoid disruption to 95% of their revenue stream.
Is it time to receive the level of personalized service you’ve always wanted from a true relationship banker?
This is !