TAKE ACTION: Develop a solid relationship with your local banking team

Banking Partnership: How to develop a solid relationship with your local banking team

Event Description:

Building a strong banking relationship is crucial for the success of any business. Join us for an informative session where you'll learn how to develop a solid partnership with your local banking team. This event is tailored for small business owners and entrepreneurs who want to understand the benefits of a strong banking relationship and how it can help in securing financing, managing cash flow and achieving business growth.

Who Should Attend: Small business owners, Entrepreneurs, Start-up founders, Financial managers and anyone interested in enhancing their banking relationship.
Date: Thursday, April 17, 2025
Time: 6-8pm
Location: Entrepreneur Collaborative Center – 2101 E. Palm, Tampa, FL 33605
Key Takeaways

• Importance of a banking relationship for small businesses
• How to choose the right banking partner
• Steps to build and maintain a strong banking relationship
• Understanding various banking services and products
• Tips for effective communication with your bank

Agenda

• Welcome and Introduction
• The Role of Banks in Business Success
• Choosing the Right Banking Partner
• Building and Maintaining a Strong Relationship
• Q&A Session
• Networking Opportunities

About the presenter:

Robert R. West, Jr. is the Community Development Manager of Central & North Florida for TD and has been in banking for 24 years. Before banking, Mr. West was in retail management for 5 years with big box stores and athletic retailers. Mr. West has served as an adjunct business professor and has an interest in organizational learning, personal development, and diversity, equity, & inclusion (DEI).
Mr. West specializes in consulting low-to-moderate income communities on the lending opportunities for home ownership and small business & commercial banking solutions. Also, seeks non-profit partnerships with a strategic focus on creating a more inclusive future in the areas of Financial Security, Vibrant Planet, Connected Communities and Better Health in underserved communities.

Mr. West is a Veteran having served in the U.S. Marine Corps Reserve as a combat engineer and in the U.S. Marine Corps as a recruiter. Mr. West separated from the Marine Corps as a Staff Sergeant (E-6).

Mr. West played collegiate lacrosse and holds a BS in Education from Liberty University, a MEd in Instruction from the University of Virginia, and is All But Dissertation with a EdD in Organizational Leadership from Northcentral University. Mr. West's studies include organizational leadership, human resources, project management, cultural intelligence (CQ) and sales performance.

Mr. West is a senior athlete and competes in track & field. His hobbies include reading, working out and visiting beaches and amusement parks.

About Action Zone:

Action Zone helps the military community learn the business of running a business ensuring economic success post service through entrepreneurship. Action Zone provides the knowledge entrepreneurs need to ideate through their idea and develop their business model canvas, providing them more opportunity for success beyond the startup phase. We equip them with the network, tools, and opportunities needed to launch and grow successful businesses. Action Zone moves them from lifestyle entrepreneurs to successful business owners with programs developed by seasoned entrepreneurs and business owners. If you’re interested in getting involved by sharing your expertise or through sponsorship, email us at [email protected].

Special thanks to our venue host, the.

Host or Publisher Action Zone