Cultivating Strong Banking Relationships for Small Business Success with Dana Walters

Better Business for Small Business Leaders

What does a successful relationship with your banker look like, and how can it transform your small business? We explore these pivotal questions with Dana Walters, a seasoned business development officer from Consumers National Bank. Dana's journey from managing a high-profile catering company to the structured world of commercial banking offers unique insights into the often-overlooked importance of banking relationships. She shares common pitfalls that small business owners face, such as neglecting regular meetings and underutilizing their banker’s expertise. Dana emphasizes the need to treat your banker as a trusted advisor, akin to your CPA or attorney, to unlock valuable insights and support that can drive business growth.
In our conversation, we highlight the essential qualities of successful bank-client relationships, from consistent communication to understanding the unique needs of each business. Dana talks about how proactive engagement and open, honest communication can make banking less intimidating and more beneficial. Whether you're a startup needing guidance or an established company facing new challenges, Dana underscores the value of having a banker who genuinely invests in your success. Tune in for practical advice on fostering a collaborative relationship that can offer valuable connections and support, making your banking experience a cornerstone of your business strategy.
Connect with Dana and Consumers National Bank

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🔗 Follow Chrissy on LinkedIn for behind-the-scenes insights, leadership tips, and updates on her journey as the CEO of two thriving businesses.

📘 Grab your copy of 'Reluctantly Resilient' to learn how Chrissy turned challenges into opportunities and how you can do the same in your life and business.

🤝 Explore Clarity HR and discover how Chrissy’s team simplifies HR for small businesses, giving you peace of mind to focus on what matters most.

💼 Visit AUI to see how Chrissy's employee benefits expertise can help you build a healthier, happier workforce.

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1. Importance of Business Banking Relationships (00:00:00)

2. Building Successful Bank Client Relationships (00:04:56)

3. Valuing Relationships With Your Banker (00:17:30)