Describe How You Would Like To Be Introduced Via Email
Please meet [Your Name], a business banker with WaFd Bank here in Medford. [Your Name] helps local business owners across the Rogue Valley with practical, relationship-focused banking solutions, including checking, lending, and cash management, so you can spend more time running your business and less time worrying about your bank.
What is your "why"? Why do you do what you do?
I love helping people. Helping local business owners succeed is what keeps me energized each and every day. I love creating a partnership relationship with my clients and finding win-win solutions.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What are the biggest financial challenges or opportunities you see in your business over the next 12–18 months?
2. How are you currently using your bank to support your growth goals, and where do you wish they were doing more for you?
3. If you could change one thing about your business banking relationship today, what would it be?
Unique Selling Proposition
As a local business banker with WaFd Bank in Medford, I combine responsive, relationship-based service with practical banking solutions tailored to each stage of a company’s growth, helping business owners solve problems quickly and confidently so they can stay focused on running their business.
About me
I'm a husband and father and an aspiring entrepreneur. I enjoy reading, writing and playing sports.