Meet Alex Morton
Relationship Manager, Corporate Banking
How many financial officers does it take to help a customer?
Answer: As many as it takes. It all starts with one very dedicated relationship manager, who can then draw on the talents of an entire team of specialists to make sure each customer's needs are met.
That's what Compass is really all about — working as a team to help the customer meet his or her goals.
"In the financial climate today no one is well-served existing on an island," says Alex. "I need to be able to look to the expertise of a variety of product specialists. Product specialists need to be able to look to the overall account guidance of a relationship manager. Our clients need to be able to look to all of us. And they can."
Common goals, uncommon service.
"I meet with a variety of product specialists here at Compass to map out a plan for each of my clients. We determine who has the best products and services to meet the customer's needs. And as my client's needs grow or change, we can make adjustments easily. Having this wealth of support behind me gives me such confidence when I meet with my clients. It's a team approach that truly works."
