6 figure BnB Academy
Lesson 8
Setup a Meeting with your Business Banker
Be prepared when you enter into meet your business banker. This will be an important meeting your business startup journey. In addition your business banker is one of the key members on your team. You want to make sure you establish a working relationship, as relationships help you to grow your money.
To prepare for your meeting with your banker, be sure to complete your (PFS) Personal Financial Statement.
Click here to access the Personal Financial Statement Sheet
Action
Make an appointment with your business banker.
Take your completed personal financial statement.
Let your business banker know you started a new business that you are looking to grow this year. And you would like to know if this bank is a good fit to help you grow your business.
Ask what types of products and services do they offer new businesses.
Ask about the following products, and listen to the products they offer as well, as each bank is different.
1. Credit cards, and what's required to get approved.
2. Loans under 49K, and what's required to get approved.
3. Lines of credit, and what's required to get approved.
4. Merchant services and what's required to get approved.
5. Business insurance
6. Business Auto Loans, and what's required to get approved.
Any questions you may have for your banker be sure to ask them. If you are unclear about anything be sure to ask them.
Here are a couple of resources for some banks I recommend.
First Citizens : Jack Lee: Assistant Vice President 704-338-4029 email: jack.leeiii@firstcitizens.com
Truist: Angela Vega: Branch Leader 803-802-3081 email Angela.Vega@truist.com
Notes
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