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Banking on Experience powered by CRMNEXT

Apr 12, 2021

Your goal is to become a trusted financial guide in your community. You’ll have to create a space for yourself in your community to achieve this. But how?

In this episode, I interview Teresa Shore, Branch Manager at Adventure Credit Union, about how to become a trusted brand in your community.

What we talked about:

  • Prioritizing the goal to give back
  • Becoming a trusted financial guide with your community presence
  • The Adventure Gives initiative

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