The Relationship Managers in all cases have their regular duties at their current job and branch. The one way to increase the speed of the process is to stay on top of your clients and give them instructions when they are first submitted. They need to be looking in their email and sending a follow up email with time and availability. The best way to keep the process going smoothly is to make sure the client is staying on top their responsibilites.
Is there a way to make the RM process faster? CY
Written by Corey
Last updated October 24, 2023