Shows / The Purposeful Banker
The Purposeful Banker
The Purposeful Banker podcast is focused on the issues, industry topics, and concerns on the minds of bankers, especially in the commercial banking market. From market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
Episodes
The Purposeful BankerThe Yield Curve Conundrum
What to about the inverted yield curve? Dallas Wells explains how bankers should adjust to this tricky environment and how their banks can help them make sound…
The Purposeful BankerThe Story of Beal Bank: Why It Still Resonates
We discuss Beal Bank, an unusual bank with an interesting story. It's one that should resonate with banks that are wondering if they're prepared for a…
The Purposeful BankerBank Strategies for the Next Recession
When the next economic downturn eventually comes, will your bank be ready? PrecisionLender CEO Carl Ryden and 11:FS CEO David Brear discuss the strategies…
The Purposeful BankerWhat's Happening With Commercial Deposits
Gita Thollesson, PrecisionLender's SVP of Market Insights, comes on the podcast to share some of the findings from her upcoming webinar on the pursuit of…
The Purposeful BankerKey Results from Our Commercial Pricing Market Survey
What do commercial bankers think about their pricing processes and technology, and about the deals their RMs price each day? PrecisionLender got the answers to…
The Purposeful BankerWhat You Need to Know About Libor and SOFR
Is Libor really on the way out? Is SOFR the most likely index to replace it? And how will these changes affect the loans already on your commercial books and…
The Purposeful BankerWhat Poker Pro Annie Duke Can Teach Bankers
In this episode, we look back at the BankOnPurpose 2019 talk given by former poker champ Annie Duke, author of the book, "Thinking in Bets." We discuss the…
The Purposeful BankerWinning Tactics of Top RMs: Scaling Best Behaviors
How do you tap into the value of your top RM's behaviors? What should you measure? How do you do measure it? And how do you scale that knowledge?
The Purposeful BankerRiches in the Niches: The Case for Commercial RM Specialization
Greg Martin, a business services offer for BB&T, shares his approach to developing his commercial book. He makes the case for pursuing industry specialization…
The Purposeful BankerInterview with 11:FS Bank Innovator Leda Glyptis
During this interview at BankOnPurpose 2019, 11:FS chief-of-staff Leda Glyptis talks about how banks should balance the need to innovate with the need to…
The Purposeful BankerRethinking How to Price Commercial Renewals
We talk to Gita Thollesson about her latest report, "Commercial Renewals: Market Best Practices." Why don't banks reprice more often? What's the right increase…
The Purposeful BankerWhat Bankers Should Do When Clients Test Them On Price
How should bankers handle those moments when their clients "test" them on the price of a deal? Are there ways to avoid that moment? Or, if it's inevitable, to…
The Purposeful BankerThe Fierce Battle for Deposits - Who's Winning and Why
Commercial banks have "attracting deposits" at the top of their priority lists this year. Which banks are faring the best in this battle? And what are they…
The Purposeful BankerLessons from a Cautionary Small Bank Tale
What can community banks learn from story of the decline and eventual demise of the National Bank of Delaware County? What mistakes should they avoid? What are…
The Purposeful BankerOnboarding Tales: Lessons for Banks Bringing on New Customers
You never get a second chance to make a first impression, yet so often the onboarding experience starts off the business-customer relationship on the wrong…
The Purposeful BankerWinning Tactics of Top RMs: Performance-Based Pricing
Gita Thollesson, SVP for Client Success and Market Insights at PrecisionLender, returns to the podcast to discuss more winning tactics of top commercial…
The Purposeful BankerThe Pain of Selling New Bank Products
Why is that banks sometimes struggle to sell new products? Where are the pain points, and what should they be doing differently in their sales processes?
The Purposeful BankerWhy Your Bank's CRM Project Is Failing
Lot of banks have implemented or are in the midst of implementing CRMs. But a lot of those same banks aren't getting the most out of their CRMs. What's causing…
The Purposeful BankerHow Does Your Commercial Bank Coach?
"Coaching" is becoming a very important topic for commercial banks. What does "coaching" mean? Where can it provide an impact, and what role does tech play in…
The Purposeful Banker2018's Top Episode: Winning Tactics of the Best RMs
We close out 2018 by replaying our most popular episode of the year - Gita Tholleson sharing the tactics of the best relationship managers that set them apart.
The Purposeful BankerHot Topics from Small Biz: Banking Conference
PrecisionLender's Tim Shanahan comes on the podcast to recap his recent trip to the Small Biz: Banking Conference. Among the event's hot topics: Hiring bankers…
- The Purposeful Banker
Hot Topics from Small Biz: Banking Conference
PrecisionLender's Tim Shanahan comes on the podcast to recap his recent trip to the Small Biz: Banking Conference. Among the event's hot topics: Hiring bankers…
The Purposeful Banker6 Lessons Banks Can Learn From NBKC
NBKC is a community bank that is not only surviving, it's thriving - growing its lending business into new markets. What are some of the lessons other bank's…
The Purposeful BankerUberizing Deposit Pricing
Talking deposit strategies during a rising rate environment, with Neil Stanley of The Corepoint.
The Purposeful BankerWhat's Driving Value at Banks?
Banks measure all sorts of key performance indicators; which are the ones that show the strongest connection to how these institutions are valued? Jeff…
The Purposeful BankerLasting Impressions From the BankAI Conference
Why were bankers talking about Iron Man suits? How much of AI in banking is about retail, vs. commercial? Will automation actually create jobs? George Neal…
The Purposeful BankerCritical Conversations Bank Boards Are Having
What are bank leaders saying about important topics such as: tech investment, how banks can deliver value, competition among community banks, and alternative…
The Purposeful BankerWhat a 1968 Computer Demo Can Teach Bankers
Doug Engelbart's 1968 computer demo was hugely influential for the tech industry, but it took some time for his vision to be accepted by his colleagues. In…
The Purposeful BankerWhy Is Your Bank Innovating?
Everyone at your bank is on board the innovation train, but is it headed to the right destination? In this week's podcast, Dallas and Jim explain why…
The Purposeful BankerRethinking What Commercial Banks Measure
Gathering information is a science. Filtering out noise is an art. To best serve their customers, commercial banks need to find the right balance between the…
The Purposeful BankerWill a Bank's AI Produce an ROI? 6 Questions to Ask
Lots of banks are talking about their artificial intelligence initiatives, but how are those programs affecting the bottom line. In this week's podcast…
The Purposeful BankerWinning Tactics of the Top Commercial RMs, Part 2
What separates the best commercial RMs from the rest? Gita Tholleson, SVP for Client Success at PrecisionLender, explains how top RMs deliver tangible value…
The Purposeful BankerTalent Challenges in Commercial Banking
How are banks doing in recruiting commercial lenders? Why are incentive plans still an unsolved issue? Those issues and more details from Bank Director's…
The Purposeful BankerThe Tech Spending Gap in Commercial Banking
Big commercial banks aren't just spending more on tech in terms of total dollars; they're also dedicating a higher percentage of their budget to tech…
The Purposeful BankerThe Winning Tactics of Top Commercial RMs, Part 1
Why is it that top commercial relationship managers win deal even when they're not offering the lowest rate? Gita Tholleson, Precisionlender SVP of Client…
The Purposeful BankerAligning Your Bankers' Self-Interests
Why are the toughest competitors for a commercial deal sometimes working at the same bank? And how can you align your commercial bankers so they're working…
The Purposeful Banker3 Traits of Innovative Commercial Banks
Jim Young and Dallas Wells discuss an Accenture article on the three traits of innovative commercial banks and what those traits look like in banks we work…
The Purposeful BankerIs Your Commercial Bank Too Satisfied for Digital Transformation?
Dissatisfaction isn't always a bad thing. Hear from Dallas Wells in this episode on why your bank may need some level of dissatisfaction to be successful.
The Purposeful BankerTalking Swaps Stats With Chatham Financial
Jim Young and Dallas Wells sit down with Jimmy O'Boyle of Chatham Financial to talk swaps. You'll learn about the 2017 benchmark stats tracked by the Trading…
The Purposeful BankerThe Default Settings That Can Help Your Commercial Bank
Jim Young and Dallas Wells discuss why default settings matter at your bank and how your default settings can either hinder or help you. "We know that the…
The Purposeful BankerIs Your Bank Ready For CECL?
Jim Young sits down with Rollie Tillman, Managing Director at PrecisionLender, and David Andrukonis, Director at RiskSpan. They discuss what CECL means for…
The Purposeful BankerRates are Rising! So What Should Your Commercial Bank Do?
In this episode, Jim and Dallas discuss rising interest rates. You'll come away with a clear understanding of the different ways rising rates will affect your…
The Purposeful BankerImproving Pull-Through Rates With Better Tactics and Better Tech
We've seen that our clients have very high pull-through rates, which piqued our interest. What are they doing to be so successful? Jim and Dallas discuss…
The Purposeful BankerWhat's Your Reason for Sticking With Old Banking Technology?
How old is your banking technology? Jim and Dallas discuss reasons why your bank might hold on to old technology in today's technology forward world and how…
The Purposeful BankerFor Commercial Banks, Complacency Is Not An Option
Jim and Dallas chat about the ramifications of being a complacent commercial bank. You'll learn why you shouldn't keep kicking the tires on digital…
The Purposeful BankerLessons Learned From Innovation Projects Gone Awry
If you're looking to implement technology within your bank, this is the episode to listen to. Dallas shares lessons he's learned from bank technology…
The Purposeful BankerWhy Don't Customers Trust Their Banks?
Maria Abbe, Content Manager at PrecisionLender, sits down with Katharine Briggs, EVP of Client Success, to discuss why the financial services industry is the…
The Purposeful BankerIs Your Bank on a CRE Treadmill?
"Community and regional banks have developed a dangerous reliance on commercial real estate (CRE) lending that is not sustainable. This CRE treadmill is…
The Purposeful BankerPricing with Prime vs. Pricing with LIBOR
Listen as Joel Rosenberg, SVP of Delivery & Client Success at PrecisionLender, walks us through the simulations he did to answer the question: Should I price…
The Purposeful BankerCommercial Banks: Set Your Strategy, Target Your Customers, Then Execute
Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and…
The Purposeful BankerRepricing and Refinancing a Lucrative Deal
If it's lucrative, the competition is going to want it and they're going to have the ammunition to go after it. In this episode, Jim Young sits down with…
The Purposeful BankerLaggards Lose in Today's Banking Landscape
If you're not leading in today's banking industry, you're losing. There's no longer such a thing as a "fast follower." Jim Young and Dallas Wells discuss the…
The Purposeful BankerUsing Service Design to Wow and Win Customers
"The customer is always right if it's the right customer for you." In this episode, Jim Young sits down with Tom Stewart and Patricia O'Connell, authors of the…
The Purposeful BankerHow Will The Tax Cuts Affect Your Bank?
Jim Young and Rollie Tillman, Managing Director at PrecisionLender, discuss how the tax cuts will affect banks.
The Purposeful BankerIs A Performance Plan In Your Future? (REBROADCAST)
This podcast episode originally aired on July 31, 2017. To find the links mentioned in this episode, head over to the podcast page in our Resource Center…
The Purposeful BankerHow To Avoid Originating A Bad Loan (REBROADCAST)
This episode was originally published on June 12, 2017. You can check out the links mentioned in the show by heading over to the page in our resource hub…
The Purposeful BankerAttracting and Building A Rock-Solid Team
In this podcast, we're joined by Mikey Trafton, serial entrepreneur and expert in building high performance teams with amazing cultures. Mikey was a speaker at…
The Purposeful BankerGroup Brainstorms At Your Bank? Bad Idea.
Group brainstorms are supposed to be an effective way to bring everyone's voices to the table and spark some great new ideas, right? Not so much. Jim and…
The Purposeful BankerBanking Needs Personalization at Scale
There's a shift in relationship banking and it's time to act accordingly. Jim and Dallas discuss the changes we're seeing in relationship banking and what you…
The Purposeful BankerCurrent Pricing Struggles For Banks
Scott Morgan, Managing Director at PrecisionLender, shares where he is seeing banks struggle with pricing. He talks about transparency, sharing data across the…