Summit Bank Sales Trigger: New SVP & VP On Deck

🚀 Battle Card: Summit Bank

• Jamie Louie-Smith, Senior Vice President, Business Client Advisor 🔗 LinkedIn

• Heather Gabbert, Vice President, Market Development Officer 🔗 LinkedIn

• New local SVP and VP roles strengthen on-the-ground banking expertise for clinics, nonprofits, housing partners → Source

• Leverage this Summit Bank sales trigger to open conversations on relationship banking

• Slow approvals and escalations

• Lack of sector-specific banking expertise

• Primary: Commercial Banking Solutions → Faster, localized decision-making

• Expansion: Treasury Management Platform → Streamlined cash flow for mid-sized businesses

• HQ: Eugene, OR

• Employees: ≈ 150

• Rev: ≈ $75 M

• Website: https://sbko.bank/

🤼 Competitive Intel

• Umpqua Bank — Commercial Banking / Treasury Management
• Unique edge: Strong regional branch network
• Evaluated by CFO & VP Ops for in-person support

• KeyBank — Commercial Lending / Treasury
• Unique edge: Robust digital treasury tools
• Evaluated by Finance Director & CFO for tech integration

• First Interstate Bank — Commercial Banking / Business Loans
• Unique edge: Simplified loan underwriting for mid-market
• Evaluated by VP Finance for speed of credit decisions

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑faster, localized decision-making platform❑
PROOF_METRIC  = ❑reduced approval times by 30%❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jamie
COMPANY     = Summit Bank
DEPT        = Commercial Banking
SIZE        = ≈ 15
BOTTLENECK  = slow approvals
EVENT       = Additions to Eugene & Springfield Team
DETAIL      = additions to Eugene & Springfield team
PAIN        = lack of sector-specific banking expertise
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251017564794&div=41152219
SIM_CO      = Umpqua Bank
WIN_METRIC  = 30% faster approvals
NEXT_SIZE   = ≈ 25
EMP_EST     = ≈ 150
REV_EST     = ≈ $75M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 15-person Commercial Banking

Jamie—noticed your Commercial Banking team is ≈ 15.

That’s when slow approvals slows growth.

We helped Umpqua Bank fix this with faster, localized decision-making platform.

Result: 30% faster approvals.  
Quick call?

PS—next bottleneck hits ≈ 25.

DM ≤45 words, TONE:
Saw your post about additions to Eugene & Springfield team — lack of sector-specific banking expertise.  
faster, localized decision-making platform. reduced approval times by 30%.  
Quick chat?