Recent Acquisitions Cornerstone Bank has acquired Bank of Orchard, presenting an opportunity to cross-sell products and services to the newly onboarded customers from the acquired bank.

Expansion of Team The recent hiring of key personnel like Heather Becker as Loan Operations Officer and Pepper Papineau as Vice-President/Trust and Employee Benefits Manager indicates potential areas for introducing new financial products to customers through personalized sales approaches.

Technology Integration With a tech stack including Google Analytics, jQuery, and PWA, there is an opportunity to leverage technology-driven solutions to offer tailored financial services and enhance customer experience, leading to increased sales.

Market Presence With 48 banking locations in 38 communities, Cornerstone Bank has a strong local presence, allowing sales teams to tap into community ties and relationships to drive sales growth and brand loyalty.

Competitive Positioning Being in the same revenue bracket as similar companies like Barclays and BBVA, there is an opportunity to benchmark sales strategies, product offerings, and customer acquisition tactics to stay competitive and capture market share.