Our MyBanker: Pamela Simmons
My Banker — Mid Atlantic Region | Specialty: Older Adult, NonProfits, Small Business
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 everyone to Pamela.
What was your first job? What did you love most about it?
My first job was scooping ice cream at a local ice cream shop and my favorite part was meeting customers and being able to make them smile! Who doesn’t smile when your handed an ice cream cone :)
What is the most important and positive piece of advice you have been given about money? Who gave it to you?
“It’s going to rain, make sure you have an umbrella! “— Uncle Dave
How do you balance your own personal budget? What are the most important steps? Why?
We definitely stick to a budget. When you have a family this becomes even more important. We break it done monthly so we know how much we will spend on groceries, gas, clothes, bills, savings, and don’t forget some fun money too! Fail to plan, plan to fail.
What do you love most about being a MyBanker? Why?
I have been a banker for almost 20 years and my favorite part of the job is 100% building quality relationships. Putting my customers at ease because they know working with me I will always be there ready and willing when the time arises. I love exceeding my clients expectations and celebrating life’s milestones with them along the journey! They end up becoming more like close friends and family then customers.
Your brand new MyBankers work to create paths to financial freedom by:
- 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
#ChangingBanking #MyBanker #WheresMyBanker #WhosMyBanker