VP, Relationship Manager — Eastern MA | Specialty: Nonprofits
Our MyBanker program is designed for customers to enjoy one point of contact, exceptional service, special perks, as well as visionary advice and education. Our team allows community members to draw on expertise of a team of specialists to take both a defensive and offensive approach & enjoy priority service, regardless of wealth or income.
Today, we would like to introduce you all to Matt Findlay
What was your first job? What did you love most about it?
Bank Teller. I loved learning about the banking industry on the front lines
What is the most important and positive piece of advice you have been given about money? Who gave it to you?
“You can always make more money, but you cannot make up for lost time.”
— My Dad
How do you balance your own personal budget? What are the most important steps? Why?
I use an Excel spreadsheet to budget. The most important first steps are to gather paystubs, bank statements, and credit card statements if applicable.
What do you love most about being a MyBanker? Why?
The best part about being a MyBanker is developing genuine, meaningful relationships with my clients. I cherish the opportunity to work with whoever sees value in my level of service.
#ChangingBanking #MyBanker #WheresMyBanker #WhosMyBanker
- Planning realistically based on community need
- Mapping our journey so we can see every step needed to reach customer and community goals
- Ensuring that the our customer and community’s future is set up for success
- Helping us all live confidently