Referral Networking for Bankers in York, PA

Business owners choose a bank because someone they trust introduced them to a banker. PRE York is a group of York-area business owners who meet every week and pass each other qualified referrals.

The chapter's Banking seat is open.

One professional per category

There's one banker in the chapter. When a member hears that a client needs a business line of credit, a new account or a better relationship with their bank, that introduction goes to you.

Who refers banking clients

• Accountants and bookkeepers see owners who need financing, merchant services or better cash management
• Realtors and commercial brokers meet buyers of homes, rentals and business property
• Attorneys handle business formations, estates and transactions that involve accounts and lending
• Financial advisors and insurance agents work with the same families and owners
• Contractors and growing businesses in the room need equipment loans and lines of credit themselves

Bankers meet more business owners in a month than most members do in a year, which makes you one of the most valuable referral partners in the chapter.

What membership looks like

• A weekly meeting: introductions, a featured member speaker and referrals passed
• One-to-ones to learn each member's ideal client
• A member portal to give and track referrals and see the business that comes from them
• A reliable room of local businesses you can introduce your own clients to

Come visit

Your first visit is free.

Visit as our guest · Apply for the banking seat

See the meeting calendar for the next date. To your success!

Questions and answers

Can a branch manager or a business banker hold the seat?

Yes. The seat is for a banker who can attend weekly and follow up on referrals. A credit union representative can fit too; ask the chapter leader.

Do mortgage lenders count as banking?

Mortgage lending is usually its own category. The banking seat is for deposit, business banking and lending relationships.