Citizens State Bank (Indiana)
Bill David is an experienced financial services professional with a strong focus on retirement plan sales and business development. Currently serving as a Commercial Relationship Manager at Citizens State Bank since March 2021, Bill previously held significant roles including Regional Director at Newport Group, where Bill was recognized as New Wholesaler of the Year in 2019 and closed a $26 million plan within six weeks. Prior to Newport Group, Bill worked at PNC in various positions including Retirement Plan Business Development Officer, achieving accolades such as Market All-Star in multiple years. Bill’s extensive experience is supported by a Certificate of Financial Planning from Florida State University and a solid track record of exceeding sales goals across numerous roles in the financial sector.
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Citizens State Bank (Indiana)
No business should be stuck with an impersonal bank that only knows them by number. Running a business in today’s environment comes with some big decisions. Whether it’s time to transition from leasing to owning your space, making that big purchase, or setting your sights on a new horizon, you need a bank you can count on. Since 1873, we’ve come alongside emerging entrepreneurs and enterprise establishments to ensure they have the right resources and relationships in place to grow with confidence. We accomplish this through a three step process: Step 1: Start a Conversation We’ll get to know your business, discuss your financial priorities, and set a course that aligns with what you need most. Step 2: Provide a Financial Analysis We’ll work with you to analyze your business and provide the right recommendations to optimize your operations for financial success. Step 3: Unlock New Opportunities for Your Business Watch our partnership provide the resources, expertise, and peace of mind you need to focus on what matters most. We’re not just another bank. As a fourth generation family-owned business, our commitment is to be a responsive, knowledgeable banking partner who knows you by name. So, schedule your conversation today. We’ll get to work understanding your needs and thoroughly analyzing your business. Discover the difference a local bank can make.