Why Building a Relationship with Your Banker Matters
12/03/2025
When life starts getting a little more complex - growing your family, buying a bigger home, taking care of others - your bank should be more than a place to deposit a paycheck. It should be a partner. And the easiest way to make that happen is by building a personal relationship with a dedicated person at your local TruBank branch who genuinely knows you, your goals, and your financial priorities. Here’s why taking that step now can make a meaningful difference.
1. You Get Guidance From Someone Who Actually Knows You
Online tools are helpful, but nothing replaces a real conversation with someone who understands your situation and wants to see you succeed. Would you rather call a large bank and get a different person every time or would you rather call someone at a local bank that knows you by name when you call?
When you build a relationship with a TruBank employee, you’re connecting with someone who can help you navigate key financial moments such as buying your first home, planning for major expenses, starting a business, or simply getting organized for the future. A good relationship banker becomes a trusted guide, not just a customer-service touchpoint.
2. Faster Help When You Need It
Life doesn’t always move in straight lines. Mistakes happen, opportunities pop up, and unexpected questions arise. Having a TruBank team member you know, and who knows you, means you can get answers quickly, skip the runaround, and work directly with a real person who’s invested in helping you move forward. That kind of connection can save time and reduce stress.
3. Advice That Fits Your Goals, Not Generic Recommendations
A personal relationship means your local TruBank expert can offer insights and suggestions based on your specific financial situation and what you’re aiming to achieve. They can help you:
- Understand your options
- Compare financial paths
- Avoid common pitfalls
- Plan in a way that matches your comfort and risk level
It’s personalized support, not one-size-fits-all advice.
4. Better Opportunities With a Strong Foundation
When a bank understands your story and you’ve built a track record together, it can lead to advantages down the road such as smoother loan approvals, tailored product recommendations, or even get financial support for a local event or organization. A long-term relationship builds trust. And trust becomes a financial asset of its own.
5. Someone in Your Corner as Life Changes
Your financial needs today might look completely different five years from now and it’s exactly why a consistent relationship matters. You can feel reassured during uncertainty to call on your TruBank financial team directly and talk about your next transitions with confidence: career changes, new goals, unexpected challenges, or major investments. Your banking financial partner becomes a steady source of insight in an ever-changing world.
How to Start the Relationship
- Schedule a quick meeting.
The first step is simple - just reach out. Introduce yourself, share where you are, and what you’re planning for. Listening is 90% of a banker’s job.
- Be open about your goals.
Whether you’re dreaming big or just trying to get organized, it helps your TruBank banker understand where to guide you.
- Ask questions early and often.
This is your financial journey and communication and expectations should be clear. Neither person wants any surprises and you should feel confident about your decisions.
- Keep in touch.
It is much easier to have frequent communication so both you and your local TruBank team member are on the same page. Trust us – we want to hear from you!
Ready to Meet Your New Friend?
A personal banking relationship is more than a courtesy - it’s a partnership that can help you make confident, informed decisions as life moves forward. If you haven’t already developed a personal relationship with a TruBank employee, connect with one of us below! We’re here to listen, to guide, and to help you plan for whatever comes next.
Steve Warrington - Indianola Branch
Lance Hoffman - Indianola Branch
Kolby Hilgenberg - Indianola Branch
Hailey Darr - Norwalk/Des Moines Branches
Scott Taylor - Des Moines Branch
Kirk Ringgenberg - Newton Branch
Tracy Davis - Oskaloosa/What Cheer Branches