Sonoma National Bank

Employees:

250

Status:

Sonoma National is a member of the Federal Reserve System and utilizes Fed Line services. The Bank's deposits are insured by the Federal Deposit Insurance Corporation (FDIC), up to the maximum legal limits.

Summary:

Since 1985, Sonoma National Bank has developed a finely tuned specialty in real estate lending and SBA real estate financing. Sonoma National Bank has been an integral part of the engine that drives regional business. The Bank offers proven financial products and superior customer service to small and medium sized businesses, the real estate industry, professionals and consumers. In addition, the Bank serves small business by maintaining five Small Business Administration (SBA) loan production offices in Santa Rosa, San Rafael, Walnut Creek, Sacramento, California, and Phoenix, Arizona.

Most Pressing Need:

"Better utilization of customer relationship management technology and service related best practices and the support systems to consistently produce excellent service."

Results:

The executive account managers annual training incorporated Total Integration and focused on key elements in the customer service process where efficiencies of 50-65% were achieved by reorganizing workflow and better understanding current technologies to provide an integrated, standardized approach to SNB's key accounts.