Diving into the banking world, especially in personal connections and digital solutions, requires a blend of empathy, knowledge, and resilience. Meet Ashley Dadje, a personal banker with WaFd Bank. Her journey with her clients is as personal as it gets.
Ashley cherishes the core values of her team. Her perspective provides a unique blend of professional dedication and innovative approach. In this Spotlight Interview, we reveal the passion and principles that guide Ashley in her role, how she identifies potential partnerships, and her insights into navigating the challenges and rewards of introducing new solutions to customers.
What do you enjoy the most about your job?
The impact I make in every encounter with our clients is significant. This extends from individual members to our small businesses that are expanding. As a personal banker, it’s personal. Each connection is unique, and I’m grateful for the chance to make a difference in their lives.
What is your favorite aspect of being a member of the WaFd team?
I love our core values at WaFd. Integrity is very important to us. When we say we will do something, we do it. If we say we won’t, we don’t. I truly respect this, right up to our CEO. He embodies the same values—humility, integrity, and respect—which I deeply admire about WaFd Bank.
How do you identify business owners that may be a good match for FINSYNC?
First, I ask them if they are using a banking platform for their finances. What I appreciate about your website is the comparison between FINSYNC and QuickBooks. It is truly helpful. I was especially drawn to the success stories. Reading about those who previously used QuickBooks, had unfavorable experiences, and found FINSYNC to be simpler and more affordable was enlightening.
What is your approach like?
I gathered the testimonials and made a list of positive experiences with FINSYNC. I was able to get our Branch Business lists of accounts from my manager as a good starting point. Initially, it was challenging because I wasn’t very familiar with the platform. However, I persisted, continued learning, and gradually built confidence. Whenever I have questions, I reach out to FINSYNC. They are always available, very knowledgeable, and respond promptly.
Do you think your customers struggle with other software solutions, such as QuickBooks?
I appreciate that FINSYNC provides the software platform for payments for free while QuickBooks charges. My customers not only get FINSYNC but also have the backing of WaFd Bank. It is like they are supported on all sides, much like a square.
What do you like best about FINSYNC?
I think FINSYNC is great! It is so simple to use. If customers want to add payroll processing or other accounting features, they just add it by clicking a button. I also love how efficient it is when it comes to your customer support team. I highly believe in FINSYNC!
What can you say to other bankers who don’t know a lot about FINSYNC?
I joined as a personal banker about a year ago and had to continuously learn and adapt. In supporting businesses, both confidence and knowledge are crucial. Likewise, being proactive and willing to take initiative is equally important.
At first, the webinars felt like a lot of information. But I soon realized it was a decision for an individual to move past that fear and dive in. Initially, I was nervous that business owners would ask me something I didn’t know. But the aim is to introduce them to the platform, not to answer every question. We, as bankers, are the middlemen, while the FINSYNC team is the experts. My main goal is to stay in my lane and invite my customers to learn more. It is key to avoid getting too technical and, most importantly, to stay confident!
FINSYNC allows you to run your business on One Platform. You can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help your business start, scale, and succeed, contact us today.