Her recent experience with a commercial interior design firm exemplifies this client-first approach. Frustrated with their current bank but overwhelmed by the prospect of switching, the company’s leaders hesitated to make a change. Leslie saw an opportunity to not only provide better banking solutions but also to build a lasting partnership based on trust and collaboration.

Leslie’s connection with the firm began in early 2024. The company was already familiar with BankUnited, having provided office furniture and décor for many of the bank’s Florida locations. However, their banking experience elsewhere had been far from seamless.

A fraud attempt led their previous bank to shut down accounts without warning, leaving the company without access to funds or support. The lack of personal service and responsiveness shattered their confidence, yet the effort required to transition to a new bank felt daunting.

“For a business generating $80 million in revenue, changing banks isn’t a quick decision,” Leslie says. “It requires careful planning and a deep understanding of their concerns.” 

Recognizing the importance of a smooth transition, Leslie arranged an on-site visit at the company’s headquarters. She brought a team of BankUnited specialists—credit and treasury experts—to ensure that every question was addressed. This collaborative approach demonstrated BankUnited’s commitment to delivering comprehensive solutions tailored to the company’s needs.

Rather than focusing on a sales pitch, Leslie prioritized building trust. Over the next nine months, she maintained regular in-person visits, engaging directly with the CEO and CFO. Through ongoing conversations, she provided clarity on BankUnited’s services, the transition process and long-term financial strategies designed to support the company’s growth.

“It’s about understanding the client’s business and proving our value--not just selling bank products,” she says.

To facilitate the transition, Leslie:

Through this methodical, hands-on approach, company leaders began to see the difference. At one point, they noted that they had interacted with Leslie more in a few months than they had with their previous bankers in 20 years. That realization solidified their decision.

In December, the company officially moved its banking relationship to BankUnited. But for Leslie, this was just the beginning of a long-term partnership.

“We don’t just provide financial services—we become true partners to our clients and communities,” she says. “It may sound old school, but I believe in building banking relationships that last.”

Through dedication, expertise and a genuine commitment to her clients’ success, Leslie exemplifies what it means to be a trusted banking partner. At BankUnited, it’s not just about managing accounts—it’s about empowering businesses to thrive.