How much pain will you tolerate before changing banks?
An annual bank price increase is becoming the new norm for most corporates. Many banks are repricing their existing clients without market pricing data in an effort to boost revenues. If your bank is only meeting your expectations for credit, product satisfaction, and customer service; are you on a dangerous path to mediocrity and higher costs? No one looks forward to changing banks. We will review data driven steps that participants can take to position their company to receive exceptional customer service and competitively priced services from their banks.
Jim is a Senior Vice President of Phoenix-Hecht, an industry leader in corporate treasury management information services. Phoenix-Hecht, located in Research Triangle Park, NC, is best known for its Postal Survey™ and the Blue Book Compensation Review™ and is also a leader in market research with its Treasury Management Monitor™ and Quality Index™.
Jim is a senior relationship manager at Phoenix-Hecht, handling the firm’s relationships with the major U.S. banks. Prior to joining Phoenix-Hecht in 2007, Jim was with Girard Bank, Mellon Bank, and Citizens Bank for 34 years. Jim has held various lending, sales, and management positions in Credit Policy, Business Banking, Commercial Banking, , and Treasury Management.
Jim has been a CTP since 1997, has a B.A. in Economics from Gettysburg College, and is a speaker at regional AFP conferences.