Audrey Daniels: Relationship Management 101

Podcast: Play in new window | Download

Subscribe: Android | RSS | More

Relationship Management 101

Reading this via email? Click here to LISTEN NOW!

Audrey is a Vice President and Senior Business Banking Relationship Manager with Wells Fargo Bank. Her clients are businesses with between $1 and $50 million in revenues, and she helps them with lending and with cash flow optimization – her goal being to help their growth and prosperity. She has spent 24 years in relationship management, 16 of which have been in financial services, the balance in pharmaceutical sales, and has consistently been recognized in the Top 5% of her peer group during her career.

Audrey is active in the community with Metro Atlanta Chamber of Commerce, New Hope AME Church, Delta Sigma Theta Sorority and Florida A&M Alumni Assoc. She is a graduate of Florida A&M, a dance fitness instructor, and enjoys white water rafting and cooking. She has one daughter, Alexandria and lives in Atlanta.

Audrey talked about a lifetime of building relationships and covered some of the key lessons of her career, including:

• the importance of trust, including it’s ability to allow her to work through the difficult times (such as a recession) with her clients;
• founding relationships on a genuine desire to help the other;
• breaking through the ways we classify and categorize people to allow us to really understand the other person.

This interview is a must-listen 101 “how to” lesson for all those whose business card says “Relationship Manager”.

You can contact Audrey by email at audrey.daniels@wellsfargo.com or by phone at (404) 985-5289, and you can find out more about her businesses at the Wells Fargo website.

To hear from others who are experiencing the benefit to their business and their life of A New Business Mindset, please SUBSCRIBE to the podcast on iTunes. Leaving a review and customer rating would be appreciated as well! If you want to receive future radio shows from A New Business Mindset DIRECT to your mailbox. CLICK HERE to subscribe to the mailing list.

This is episode 22