Friday, June 29, 2018


Skipper2:  Head Teller from my branch ended up Private Wealth Manager at a neighboring branch. As I was activating a replacement card I asked her about the new FX Software Platform the bank upgraded to.

She looked me square in the eye and said “How did you know about that before it was even mentioned to private account managers and back office staff”?

I smiled, she asked if I would be kind enough to come back and speak with her next month, at my convenience...

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