Consulting Services

For over four decades, James Harvin at JLH Associates has been focused on providing a wide range of specialized insurance and financial services programs to financial institutions throughout the United States. CBAO has partnered with JLH Associates, LLC exclusively for nearly 10 years providing customized consulting services to Ohio community banks.

Product analysis, vendor relationships and selection, referral programs, business plan development including on-site planning and training are areas where the more than 40 years of hands-on, specialized expertise working with community banks can serve as a valuable outsourced resource.

Third party vendor risk management guidelines have required financial institutions to asses, vette and manage third party vendor relationships. Most community banks lack internal expertise to effectively conduct the analysis necessary for non-bank products and services.

Please contact James Harvin at (517) 351-4158 for additional information.

General areas of consulting services:

Product Sourcing

Find the best possible partner in the areas of insurance and financial services for a Community Bank. 

Third Party Vendor Risk Management - Collateral Insurance Management

Bank Owned Insurance Agency Formation and Review

Non-Interest Revenue Generation