Elena is part of the Caldwell Branch for WaFd and is located in Caldwell, Idaho. Elena enjoys getting to know her banking clients and continues to improve her knowledge so she can consistently make the best recommendations for the people she serves.
Read on about her story and why she feels FINSYNC is a great resource for small businesses that are just starting out.
What do you enjoy the most about your job?
I enjoy working with our community, getting to know them better, helping where I can, and really establishing those trusting relationships with our clients.
What do you like about being part of the WaFd team?
I like that the WaFd bank experience is more personal. Here our members often contact their local bank directly if they need help with anything. It’s that comfort in actually knowing the person on the other line that I think makes the difference!
How do you locate business owners that may be a good match for FINSYNC?
I start a conversation. For example, someone I signed up recently was in the process of creating a new business account for their first company. I asked them if they had already signed up for QuickBooks, and they said they didn’t know anything about Quickbooks but asked me what I recommended.
What is your approach like?
I tell businesses as they grow, this platform can perform payroll, pay their vendors, and everything all-in-one place. I also tell them if they are considering purchasing a tool or piece of equipment, FINSYNC can show what their finances will be like months down the road if they had actually purchased it.
Do you think your customers struggle with other software solutions such as Quickbooks?
I don’t know a whole lot about Quickbooks but I have heard it is a complicated platform to work with. FINSYNC has simplified many of the features that Quickbooks offers.
What do you like best about FINSYNC?
User-friendliness and great customer service. It is easier to get new businesses on board than it is with more established companies. It is hard to get people to change their ways and learn different software.
Thank you, Elena, for all that you do! One thing that separates FINSYNC from other competitors is we get on the phone and support our customers. If someone is having trouble with a feature, accounts not syncing correctly, or where to click to be able to pay someone, we will walk you through every step of the process. Our local support team is easy to contact via phone call, email, or chat.
Schedule a demo today if you would like to beef up your FINSYNC knowledge. It only takes about 10 minutes and helps to gain more experience about our features and tools that are available to everyone.
FINSYNC syncs with approximately 7,000 banks and credit unions to help business owners manage their cash flow with less time and better results.