Independent Banker

JUNE 30, 2022

But there are ways community banks can help mortgage-seekers get on the property ladder. Burmis, senior vice president and retail lending manager at $450 million-asset Chelsea State Bank in Chelsea, Mich. So how can community banks help? By Beth Mattson-Teig. Plenty of tools in the box. Flexibility needed.

Community Bank 143

Community Bank Community Millennials Resources 143

Independent Banker

FEBRUARY 25, 2015

Community banks, which will continue to face a growing number of senior customers with everyday cash needs and built-up home equity, should explore this niche lending opportunity, two community bankers providing these specialty loans suggest. who oversees 32 loan officers dedicated to providing the loans. About the market.

Trends 70

Trends Community Lending Community Bank 70

The Emmerich Group

FEBRUARY 4, 2016

For example, when prospecting for new trust clients, send a series of sales letters that get them to take a small step like ordering a “tax savings” strategy booklet, signing up for a free estate planning seminar, or calling for a year-end checklist to make sure that they have maximized their tax savings.

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Taxes System Strategy Examples 28