Book a 30 min local business banking review with your Local Business Relationship Manager and get personalized business advice to help you meet your goals. Get tips on managing cash flow, applying for lending solutions, and discuss tools and services to help make running your business easier.

What is a 30 min local business banking review?

A quick, no-pressure session designed for business owners who want a clearer picture of their financial health.

In just 30 minutes, we’ll review where your business stands financially and explore practical next steps to help you move forward with confidence. Whether you're planning for growth, navigating change, or just want a second opinion—this conversation is for you.

Available for free to any business owner within our communities.

What You Can Expect:

• A friendly, focused conversation no jargon and no abstract ideas
• A financial health check tailored to your business
• Actionable insights you can use right away

What to Have Handy:

To make the most of your session, bring:

• A rough idea of your monthly revenue and expenses
• Details regarding current lending product balances (line of credit balances, credit card balances, etc.)
• Any questions or concerns about your business finances