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Thursday, May 10, 2007

Relationship manager

My bank assigned a relationship manager to serve me. I did not use this service for the past 10 years. During this time, they change the relationship manager every 2 or 3 years, due to staff turnover.

In recent months, I used this contact person on many occasions. I ask her to find out the products that are available to me. I also ask for assistance on how to use the promotions and special services of the bank.

It has been very useful. It is better than relying on a secretary to handle this matter for me.

Lesson: know your relationship manager and ask them to sort out the paperwork for you. It is
their job.

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