First Service Bank’s Post

Texas

The client's best interest should always be the top priority. Banks have simply forgotten that! There is an alternative for Canadians; a strong group on individuals who thrive to do the best for their clients and care for them. It doesn't have to be me, but find an advisor that you have a connection with and that you trust. The more we deal with advisors as opposed to banks, the more we keep the affordability and availability of sound financial advice in this country.

Integrity and conscience should work hand in hand. As an advisor you have choices of who you want to work with and what you and the brand you represent stand for. There are too many advisors out there that I'm sure feel stuck after realizing that the company that they joined isn't what they had envisioned when they signed on to work with them. True integrity is shown by doing the right thing even when it isn't easy. I made this choice early in my career and now my clients and I are so much happier for it. To any advisors out there that are feeling stuck or worried about making a change, please reach out and lets have a chat. The only regret you will feel is that you didn't have the courage to do this sooner. Here for you. #MCOWealthInspiringIntegritythroughAction

Florida

“You’re just a bank teller,” people used to tell me. “Just cash the checks and hurry up.” When I started my career 35 years ago, I was a bank teller. And I was proud of being a bank teller. But people loved to add another world to my title: “𝗝𝘂𝘀𝘁 a bank teller.” They reminded me of a few things (often): - The lenders call the shots around here. - You’re not here to make a difference. - Just process the deposits. By the time I retired decades later, I had: - Become an executive for multiple banks. - Led strategy for over $10 billion in deposits. - Helped other tellers reach their true potential. No one is ever going to value what you bring to the table quite like you will. But the one thing you can always change is the people you surround yourself with. So find a supportive environment and watch the growth occur. If you’re not being supported, find a place that will support you. If you’re in a position to support, make sure you do so. I’m grateful that I was overlooked as it motivated me to prove people wrong. No one is ever “just a teller”. No one is ever “just” anything. Everyone can do amazing things. You just need to surround yourself with the right people. 𝗣.𝗦. 𝗪𝗵𝗮𝘁 𝘄𝗮𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗷𝗼𝗯? -- Repost this to help others ❤️

As someone who has dedicated their career to the banking industry, I feel compelled to shed light on the harsh realities many of us face, particularly in customer service/sales roles. Picture this: a world where aggressive targets reign supreme, where failure to meet these targets lands you on a Performance Improvement Plan (PIP), where queues never seem to end, and where machines are more often broken than not. This is the daily grind for countless individuals in banks across the globe, and it's not pretty. Having worked in various banks, I've witnessed firsthand the toll it takes on employees. Staff shortages, back-to-back queues, yelling customers, and insufficient training make for an environment that's more akin to a pressure cooker than a place of financial assistance. In remote areas, the situation is worse. With fewer resources and less support, the challenges become even more daunting. Yet, the expectations remain sky-high, leaving little room for compassion or understanding. One of the most disheartening aspects is the lack of education provided to newcomers to Canada who aspire to work in banking. They enter the field with starry-eyed optimism, unaware of the cutthroat nature of customer service roles. It's a world of limited training, aggressive sales targets, sleepless nights, and the constant threat of termination if quotas aren't met. But why is the turnover rate so high in these top banks? The answer lies in the toxic culture that prioritizes profit over people. The relentless pressure to sell products to those who can least afford them – these are the realities we face every day. I've had my own share of regrets working with top employers. This is when I quit by email after they placed me on a PIP during training for asking too many questions and not grasping their horrible onboarding/training process. It's time for a change. It's time for leaders to take responsibility for the toxic environments they've created. It's time for customers to demand better treatment, not just for themselves but for the frontline staff who serve them tirelessly. So, next time you find yourself frustrated with a sales pitch, long wait or a broken machine, remember that it's not the fault of the entry-level associate. It's the result of leadership decisions that prioritize profit over people. I may have left the banking world behind, but the lessons I've learned will stay with me forever. And as I move forward, I'm committed to advocating for those who still find themselves trapped in the cycle of aggressive sales tactics and unattainable targets with PIP threat. Thoughts on putting people on PIP? share below Teachndo https://lnkd.in/gJxsh8_T

Growing companies need strong banking partners, and we know just the guy! DRYUNOW is proud to feature the best in the business; and you need to look no further than Brian J Dalton from US BANK! Business Spotlight: US Bank US BANK is the fifth largest bank in the country. We stay a step ahead. We make banking safer and better by anticipating the needs of tomorrow and leveraging the best ideas across our company to build the future. We draw strength from diversity. We create an inclusive environment by seeking different voices and leveraging the value of our differences. We invest our hearts and minds to power human potential. As a Relationship Manager with the Cleveland Business banking team at US BANK, I manage business relationships for the bank. Many of the businesses I work with are between 2.5 million and 25 million in annual revenue. I have been in banking 25 years and over six years with US BANK. I focus on service to others, making recommendations based on what is best for the client.. The culture at US BANK sets us apart. We have a white glove approach to how we engage with our clients and prospects. I want to understand how a dollar moves through the business, how capital is leveraged, what are some pain points the client has? We listen to the client and make professional recommendations to improve efficiency. We take a prospect through an experience, as we learn about the client. We view the relationship as a partnership. We want to partner with the business and assist with goal achievement. #DryUNow #RestorationServices #WaterMitigation #MoldRemediation #FireRestoration #AsbestosAbatement #businessspotlight

Opportunity in North Phoenix

Earlier this month, I spoke to Australian Broker about some considerations for new brokers, and why I joined the Industry after a long career in banking. Article below Lending Loop AU

“You’re just another banker.” A prospective client once said this to me in an early conversation. "I don’t see how you’re any different—you’re just another banker." Here’s how I responded: 1. I listened to their concerns. - Instead of acting on my first instinct to defend myself, I tried to understand where they were coming from. (Checking my ego has been one of my 2024 goals) 2. I explained the difference in roles. - I shared that while many financial professionals work in banks, not all of us do the same job. Some work directly for the bank, and others, like me, run independent practices through companies like Scotia Wealth Management. Both roles are important, but they are different. 3. I talked about the difference in service. - I explained that I work with a smaller group of clients so I can give more personalized advice and attention. I also have specialized education and experience. This is different from the kind of service you might get in a retail bank, where the focus is on helping more people. At the end of the day, it’s not just about where you work—it’s about the relationships you build and the care you put into helping people reach their goals. What’s something about what you do that’s commonly misunderstood? P.s. This picture was taken on my last day of working as a branch advisor.