At Oak Bank, we recognize that each business client is unique and that a one-size-fits-all approach to addressing our clients’ needs does not work. We invest a considerable amount of time and energy developing a strong relationship with each client and a solid understanding of their goals and objectives so that we can provide customized solutions. Our treasury management team, with over 40 years of combined experience serving local businesses, uses this exact approach.
“We are ready to set up digital solutions that will reduce the time our clients spend managing daily tasks like reviewing transactions, making remote deposits, transferring funds, initiating wire transfers, and creating ACH files, so our business clients can increase efficiency and profits,” says Amber Lehnherr, Oak Bank assistant vice president – treasury management. “Sometimes we even assist in troubleshooting when our client’s payroll manager is out of town and payroll is due or their scanner isn’t functioning. We go the extra mile to help our clients succeed.”
Maintaining a personal relationship and shared sense of trust is vital for our team to help clients flourish and run their business as smoothly as possible. With the increasing frequency and sophistication of financial fraud, helping clients navigate and identify fraudulent situations has become a vital part of the job.
“Recently, we received multiple calls from several different people trying to gain access to a client’s account. The callers, unfortunately, had a lot of the client’s personal information,” says Stephanie East, Oak Bank treasury management officer. “While they were saying some of the right things, we could tell something wasn’t right because of how well we know our clients and the steps that we take to verify their identity. The fraudsters were not able to gain access to the account at Oak Bank but did gain access to accounts at another institution. Not here! Not today!”
Our treasury management team works closely with all of our business bankers to make sure our clients receive comprehensive support and guidance. Linda Zimdars, Oak Bank’s senior vice president of business banking, emphasizes the importance of working collaboratively across departments to create this synergy. “We work as one team for our clients. One of the benefits is that it’s a one-stop shop here. The lenders work in conjunction with the treasury management team to offer a seamless business banking experience for the client. Our clients are not redirected 12 times to 12 different people. There is no 1-800 number. When a client has a need, they call a direct number to reach one of our business banking experts, and that team knows our business clients inside and out.”
At Oak Bank, we believe every client deserves personalized attention and that starts by creating a knowledgeable, caring, client-focused team. We understand that no two clients’ needs are the same and that one size does not fit all. That’s why we strongly believe, “You can’t be the best, if you’re only the same!”
