Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks. According to Roy Morgan director — business research, Nigel Smith, the relationship ...

Michael Mullane joined California Bank & Trust in April 2024 as senior vice president, private banking relationship manager. With 15 years of experience in wealth and investment services for leading ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. he move comes in response to growing demand for expertise from businesses ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Exchange Bank (OTC: EXSR) is pleased to announce the appointment of Bahar Ozgur as Vice President and Commercial Relationship Manager. In this role, Ozgur will ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Exchange Bank (OTC: EXSR) is pleased to announce the addition of Angelica Nuñez as Vice President, Commercial Relationship Manager on the Bank’s Commercial Lending ...