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Heart“When a customer deposited a larger check into her account, I asked if she had worked with Wealth Management before.  She said she had not.  During our conversation she also mentioned that she would be selling her farm for a significant amount in the near future.

I asked if she would like to talk with someone in Wealth Management to help with managing these funds for her.  She said that it would be wonderful to have guidance with the money coming from her farm sale!

This last Monday, she stopped by and was excited to tell me that Wealth Management is helping her form a plan. She said she was less stressed now and that they will continue to be incredibly helpful. I love knowing I can help customers take positive actions toward their future!”

-Kelley, Bank Teller

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