Key individuals in our communities have tremendous potential to make a sustained, meaningful impact. Through tenacity, experience, connections, and accomplishments, they have created the ability to greatly benefit those around them. At First Business Bank, we recognize the importance of prioritizing the needs of these cornerstones in the community, as this, in turn, will positively impact so many others.
Many of these individuals are business owners who often embody the entrepreneurial spirit. Inspired by their drive and potential, our bank’s founders built a business model from the ground up to focus on their specific needs. With our laser focus, we offer the robust services and the experience of a large bank, coupled with the personal attention and client service you’d get at a small community bank. We can integrate top-notch support for business needs, but our high-touch model also works perfectly for non-business owners as well.
Making a Difference
One side effect of this niche approach that they didn’t necessarily see in advance is that it is a magnet for financial experts looking to make a difference. It has helped us build a team of experts who share the common mission of doing good in the world through helping others. This team naturally works together to listen, understand priorities, ask good questions, and get to know our clients better than anyone else.
We leverage our team-based approach and strengths of our model for the sole purpose of getting things right for our clients. We intentionally recognize situations where we are making an impact in our clients’ lives. We define success as making a difference to our clients – and celebrate when our clients tell us that we’ve changed their lives, when they reward us with additional assets, or refer us to friends or colleagues.
Sharing to Give Back
It’s this drive that also encourages us to give back. Our staff has a wealth of information gleaned from their experience and we want to share it with our communities — often in various formats, like reports, podcasts, videos, articles, and blogs — for everyone to use and benefit. It makes us feel good to use our knowledge for the good of all. And for our clients, it’s the tip of the iceberg – showcasing the experience and expertise they can directly access.
All these efforts (and more) drive client and employee satisfaction. Our client satisfaction ratings are far above industry standards, and I’m so humbled when our clients nominate our team and our work for awards like In Business magazine’s Executive Choice Award for preferred Wealth Management firm and a People's Choice Award for Wealth Management. You can imagine that when your team’s focus is client success, and that effort is recognized, naturally your team is happy. We watch employee satisfaction survey statistics, and we celebrate our recognition with a Top Workplaces award nationally.
I believe that focus often leads to success. Between our business model, our team’s unified purpose of achieving our client’s vision, and our ability to provide quality data and reporting to those in our community, I believe we’re making a difference. We work hard not only to create and preserve wealth for our clients, but also to create a wealth of good in the world.
*NPS benchmarks reported in “The State of B2B Account Experience: B2B NPS & CX Benchmarking Report,” CustomerGauge, 2021
**First Business Bank Annual Client Survey conducted by Dr. Moses Altsech, May/June 2022.
