“Given the complexity of operations and banking structures, most of the organizations we work with find that a brief conversation is usually more valuable than generic information.” “Perhaps I could have just a quick 30 seconds of his/her time?”
“I wanted to get his/her perspective regarding some ideas around commercial banking strategies, treasury management efficiencies, and operational cash flow initiatives we’ve been discussing with similar organizations.” “May I speak with him/her?”
(If pre-approach information was sent) “Yes. I recently forwarded him/her a brief message regarding some commercial banking and treasury ideas. I was hoping to get his/her perspective on this.” “Could you put me through please?” (If pre-approach information was not sent) “Not specifically. I was hoping to briefly introduce myself regarding a few ideas we’ve…
“He/She is not.” “May I speak with him/her?”
“Encore Bank” “May I speak with him/her?”
“Good morning/afternoon. This is __________ calling for ___________.”