How to Do Business with a Commercial Banker | Patrick Osborne | Show 90

How to Do Business with a Commercial Banker

If you've wondered how to get the attention of a business banker, this is the show for you. On today's Inside BS show, Dave Lorenzo interviews Patrick Osbourne, a commercial banker with CIBC.

00:00 How to Do Business with a Commercial Banker
00:42 How did Patrick get into Banking?
02:57 What is the underwriting process when lending money to Non-Traditional Bank Clients?
04:27 Who are Patrick's ideal clients?
05:21 How does a Commercial Relationship Manager provide services to clients?
07:03 How important is a middle-market in Patrick's business relationships with personal and commercial banking?
09:37 What is Patrick's Business Development Process?
11:34 Patrick's Inspiring Success Story in Business Development
17:35 How to Form a Relationship Between a Banker and a Client
19:44 What are some of Patrick Osborne's rules for dealing with a banker?
23:33 Who is not a good referral to a banker?
25:20 Referring business the way you want to be referred by Dave Lorenzo
27:53 How can referral help people connect and do business?
29:17 Who are the three types of LinkedIn users?
31:57 How important and useful is LinkedIn to Patrick?
33:40 Dave's connection request guidelines on LinkedIn
36:36 Avoiding red flags when doing connection business on LinkedIn
38:31 Dave's strategic plan for networking relationships that will benefit his clients 

Patrick Osborne
Managing Director 
CIBC
(312) 564-2879
patrick.osborne@cibc.com

About Patrick Osborne:
Managing Director and Commercial Banking Relationship Manager at CIBC responsible for managing existing relationships and new business development efforts for commercial and industrial (C&I) clients in Chicagoland and specialty finance clients nationally. Patrick provides loans to middle market companies with revenues of $25MM to $2B, along with wealth management, treasury management and capital markets services to businesses and their owners.
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