Describe How You Would Like To Be Introduced Via Email
Amy Carlson
What is your "why"? Why do you do what you do?
I am a banker because I enjoy helping business owners make their passion a reality. I enjoy being a partner in their business, a resource and a confidant. I make sure they can focus on their day-to-day operations and not what is happening with their bank account.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you currently have a commercial banker that you can call about your account?
Are your looking to expand your business or purchase real estate in the next 12 months?
Does your business have the tools it needs to work thru those downtimes?
Unique Selling Proposition
Working with myself and City National bank you can count on relationship driven banking, with local focus, offering tailored financial advice.
About me
I am originally born and raised in Michigan and have lived in Florida now for 21 years. I have a 21-year-old daughter who I adore. I have been in all levels of banking for the past 30 years. I live in Oviedo where I enjoy working out, running and cooking. I also own a small roofing business with my partner which we are very excited about growing.