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How can you build rapport with a banker?

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Building rapport with a banker can help you achieve your financial goals, whether you are looking for a loan, an investment, or a business partnership. Rapport is the feeling of trust, connection, and mutual understanding that you establish with another person through communication and behavior. In this article, you will learn some practical tips on how to build rapport with a banker and why it matters for your success.

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1 Know your banker

Before you approach a banker, do some research on their background, expertise, and interests. You can use their website, social media, or professional network to find out more about them. This will help you tailor your message, ask relevant questions, and show genuine interest in them. For example, you can mention a common connection, a recent project, or a shared hobby. Knowing your banker will also help you avoid topics that might be sensitive, controversial, or inappropriate.

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Fernando Arroyo Caba?as

Lic. Negocios Financieros & Bancarios - Asesor en estrategias de inversión.
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Al final de cuenta los banqueros como cualquier profesional es una persona como tú. Es importante sí, conocer quien está detrás de esta parte ya que ellos cuidan tu patrimonio hablando de un banquero patrimonial. Es bueno hacer un peque?o chequeo en sus redes para ver sus intereses y su manera de pensar y si te sientes más tranquilo buscar a alguien a fin a ti a tus valores.

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Ancin Cooley, CIA, CISA

Principal, Synergy Credit Union Consulting,Inc & Synergy Bank Consulting Inc. I Strategic Planning I MBL Review | Internal Audit | Credit Risk Mgmt
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Before setting up the meeting, I would ensure the banker has experience or expertise in your industry. Sometimes, individuals will send you packing because they don't understand your business model.

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2 Be prepared and professional

When you meet with a banker, make sure you have a clear purpose, a realistic expectation, and a compelling offer. You should also have all the necessary documents, such as your financial statements, business plan, or credit report. Being prepared and professional will demonstrate your credibility, competence, and confidence. It will also show respect for the banker's time and attention. Avoid being too pushy, desperate, or vague. Instead, be polite, concise, and assertive.

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3 Listen and empathize

One of the most important skills for building rapport is listening. Listening means paying attention to what the banker is saying, how they are saying it, and what they are not saying. It also means asking open-ended questions, clarifying doubts, and summarizing key points. Listening will help you understand the banker's needs, concerns, and goals. It will also help you empathize with them and show that you care about their perspective. Empathy will help you build trust, rapport, and rapport.

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Forsey Andrew

Bristol Mortgage Solutions and Property Matters Elite for all your financial and property needs
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In life as a Salesman I was taught one important thing. We were born with 2 ears and a mouth. Use them in this proportion. We are all Salesman.

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4 Share and relate

Another way to build rapport is to share some personal information and relate to the banker's situation. Sharing and relating means revealing something about yourself that is relevant, appropriate, and positive. It also means finding common ground, expressing agreement, and giving compliments. Sharing and relating will help you create a connection, show your personality, and make the banker feel comfortable. It will also help you reduce tension, break the ice, and increase likability.

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5 Follow up and follow through

The last tip for building rapport is to follow up and follow through. Following up means staying in touch with the banker after the meeting, sending a thank-you note, providing additional information, or asking for feedback. Following through means delivering on your promises, meeting your deadlines, or updating your progress. Following up and follow through will help you maintain rapport, show your commitment, and build your reputation. It will also help you achieve your desired outcome, whether it is a loan, an investment, or a business partnership.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Banking Relationships

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How can you build rapport with a banker?

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3

4

5

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1 Know your banker

2 Be prepared and professional

3 Listen and empathize

4 Share and relate

5 Follow up and follow through

6 Here’s what else to consider

Banking Relationships

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