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Last month my team, the Customer Solutions Center, celebrated Customer Service Week with some great laughs, great food and great comradery. It was a great time to celebrate our successes in 2017 and to look forward to the new projects coming up in 2018. We take great pride in providing outstanding service and support to all of our customers and fellow employees.
Do you remember the days of going to the bank with your paycheck, standing in line for a teller, making your deposit, getting some cash back, and asking for the balance in your accounts? After leaving, you remembered you needed to pay your car loan, so you trek back into the bank, ask for a blank check (because you forgot your checkbook), ask for your loan number, write the check, and then give the check to the teller.
Elder financial exploitation is the illegal or improper use of an elderly adult’s funds, property, or resources by another individual. This exploitation can take many forms, including scams, abuse by trusted individuals such as family members or friends, and predatory products and services marketed specifically to the elderly.
In fact quite a bit. As Rhinebeck Bank Relationship Managers, one of our roles is to attract, retain, assist and empower our customers. The same holds true for business owners in their respective businesses. Over the years through interactions with business owners, we have realized that we do many of the same things in order to be successful, and I’d like to share a few of these things we have in common.
USA Patriot Act
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