February 21, 2021

mistake

Even a veteran can make a rookie mistake

You would think that after almost 40 years of being a banker, and more than 35 of those years with direct customer contact that I would have learned.  But I made a classic rookie mistake. 

In my defense, I was just doing my job.  A job that has becoming increasingly more complex and more regulated every year.  Because of this, we are asking more of our customers every year, too. 

But I digress.

In dealing with a long time customer who was asking for a routine increase for their loan, I asked them for current financial statements. 

For those of

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