Join our host Rob Cupello and business banking advisor Alana Railton from our presenting sponsor, Valley First, a division of First West Credit Union.
Rob and Alana discuss the benefits of diversifying outside your business and the many ways you can do so.
A business banking advisor’s role is to help members navigate through the business and personal banking areas that often are intermingled with each other by covering all their bases.
She meets with the business owner and their accountant to create a plan that will be effective for the member, not to mention her own behind-the-scenes team.
Together, everyone works to make their members business as profitable and successful as possible for the long-term future.
“We (business banking advisors) are just part of the team,” Alana says.
To learn more about what you can gain from working with a business banking advisor, watch the video below.