“If there’s a need, we also pride ourselves on being very quick to act,” he adds. “We have internal metrics we adhere to in terms of timeliness and expediting requests. We understand the needs of business. We understand that if our clients need something, they need it in a certain timeframe – and we deliver.” That relationship-centric approach, combined with their accessibility and responsiveness, has helped CWB form longstanding relationships with clients. According to Jeremy, many of their clients have been banking with them for “years and years.” He knows one client that has been with CWB for over 30 years. He personally has many clients that started banking there shortly before or after he was hired: “I’ve been with them since day one,” he says. “We’ve been able to grow together. I think that speaks to the service we’re able to provide and the relationships we’re able to build.” He further credits that kind of loyalty to the bank’s “proactivity.” “I’m in constant communication with my clients,” he explains. “There are many clients I’m speaking to on a weekly basis. But if for whatever reason we haven’t had a chance to connect in a while, I’m calling them at least once a month to check in and see how things are going.” JULY 2023
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