Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks. According to Roy Morgan director — business research, Nigel Smith, the relationship ...

Michael Mullane joined California Bank & Trust in April 2024 as senior vice president, private banking relationship manager. With 15 years of experience in wealth and investment services for leading ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Exchange Bank (OTC: EXSR) is pleased to announce the addition of Angelica Nuñez as Vice President, Commercial Relationship Manager on the Bank’s Commercial Lending ...