Independent Banker

JUNE 30, 2022

But there are ways community banks can help mortgage-seekers get on the property ladder. Burmis, senior vice president and retail lending manager at $450 million-asset Chelsea State Bank in Chelsea, Mich. So how can community banks help? By Beth Mattson-Teig. Flexibility needed.

Community Bank 143

Community Bank Community Millennials Resources 143

Abrigo

FEBRUARY 28, 2025

Connect with an expert Common fraud schemes Check fraud Check fraud is one of the most concerning fraud trends for community banks in 2025. Sweepstakes/charity/lottery scams Victims are told they have won a lottery or sweepstakes but must pay taxes or fees to claim their prize.

Fraud 221

Fraud social media Training Community 221

Independent Banker

FEBRUARY 25, 2015

Community banks, which will continue to face a growing number of senior customers with everyday cash needs and built-up home equity, should explore this niche lending opportunity, two community bankers providing these specialty loans suggest. By Howard Schneider. who oversees 32 loan officers dedicated to providing the loans.

Trends 70

Trends Community Lending Community Bank 70

The Emmerich Group

FEBRUARY 4, 2016

For example, when prospecting for new trust clients, send a series of sales letters that get them to take a small step like ordering a “tax savings” strategy booklet, signing up for a free estate planning seminar, or calling for a year-end checklist to make sure that they have maximized their tax savings.

Taxes 28

Taxes System Strategy Examples 28