Your business banker: A key financial resource
Like many business executives, you might turn to your attorney or accountant for professional expertise and advice on growing your business and managing your finances.
But do you also have a good business banker you can rely on?
If not, maybe you should. A relationship with an experienced business banker who understands your industry and your strategic direction can be a great resource for streamlining your business and improving your finances.
With a seasoned business banker on call, you can take advantage of advice on ways to:
•Assure that your cash balances are earning the highest possible yield
•Structure cash management solutions to streamline operations and manage cash flow
•Select the more cost effective financing options, whether a loan, line of credit, or lease
•Save time when applying for financing through direct access to decision makers
•Improve your personal finances through a network of professional wealth management advisors
Your banker may also be able to spot certain patterns in your transactions and suggest a solution that clear your deposits more quickly, or perhaps recommend new approaches for managing your payroll with less cost and complexity.
At California Bank & Trust, our business bankers take pride in building long-term relationships and are dedicated to understanding your business goals and the unique aspects of your industry.
So whether you have a specific need in mind or want to discuss your strategic goals, contact Sandy Redman, senior vice president at (858) 381-1810. MEMBER FDIC.