Helping Cincinnati residents meet financial goals requires authenticity and access


Shannel Heath, a community manager for Chase, often sees people nervously stepping into her bank, their eyes filled with apprehension. To them, a bank can represent an intimidating, unknown world.

She knows exactly how they feel.

“I want to tell them, ‘I started in the same position where you started. I was confused, I was worried — I had financial aspirations, and I didn’t know how to get where I wanted to go,’” says Heath, who works in the Cincinnati metro area. “So I tell them…

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