Swot Analysis Of Myarles Shwab

Satisfactory Essays
Strengths: Sharane greets the client politely. She confirms the loan disbursed and the funds were received by the previous bank. The email is polite and professionally formatted. Inch: Best practice- Although the Mortgage banker built rapport and addresses the client by her first name, we should still remain formal ( last name) in our greeting to make sure we are meeting our Charles Schwab requirements. Also, we do not have to include our internal TM in the Strong greeting along with the client. We can be more creative/fun when chatting with our internal team members. Something like: “Hey Skylar, we appreciate you reaching
Get Access