What do my Consumer Clients Think?

In your role as a client facing employee who interacts directly with clients on a regular basis, we need your help to develop new outreach strategies for Consumer clients.

Please provide up to 3 suggestions for each topic.


  1. Name popular services (e.g., Zelle®, Debit Card, Online Banking) used by our consumer clients.


  1. What are common challenges or negative experiences shared by consumer clients—for example, concerns about cashier’s check fees, unmet needs, or account accessibility issues?


  1. What products or services have consumer clients identified as missing from Community West Bank’s offerings?


  1. What products or services would you like Community West Bank to offer for consumer clients?


  1. What Region are you in?
    Coastal
    North Valley
    South Valley





Jodi Milton