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 BankerBecoming an Accountable Leader
Jim Young sits down with Lorraine Moore, former bank executive, speaker, author, and advisor to executives across all industries. She uncovers why creating a…
The Purposeful BankerBanks at the Purpose Crossroads
Two-time BankOnPurpose keynote speaker, Lisa McLeod, joins PrecisionLender CEO, Carl Ryden, in this week's podcast. They address the choice banks face…
The Purposeful BankerTraining vs. Coaching Your Relationship Managers
We sit down with Carl Coe, EVP of Client Development at PrecisionLender, who shares how to get the most out of your sales team, beginning with the difference…
The Purposeful BankerSimple Can Still Be Powerful
What do a space pen, a pencil, and pricing loans have in common? Sometimes, simple is better. In this episode, Dallas Wells and Jim Young chat about why there…
The Purposeful BankerFocus on Customers, Not Competition
Jim Marous, named one of the most influential people in banking and co-publisher of The Financial Brand, sits down with PrecisionLender Director of…
The Purposeful BankerGet Great RMs, Keep Great RMs
Relationship Managers hold a very important position within the bank and their success determines the bank's success. But hiring and retaining strong RMs has…
The Purposeful BankerLessons Learned From Over 50 Mergers and Acquisitions
Rollie Tillman, Managing Director at PrecisionLender, sits down with Jim Young to share insights from having gone through over 50 mergers and acquisitions as…
The Purposeful BankerWhat Does Automation Mean For Banking Jobs?
Jim Young and Dallas Wells discuss a few recent and relevant articles that uncover what automation will do to banking jobs. You'll learn the effect automation…
The Purposeful BankerLet's Get Back to Cross-Selling!
Jim Young and Dallas Wells discuss a recent PrecisionLender blog post on why now is the right time to cross-sell. They uncover why you should cross-sell and…
The Purposeful BankerLet's Talk Time to Close
Jim Young and PrecisionLender Chief Analytics Officer, George Neal, discuss some of our recent data findings on loan time to close statistics. Some of the…
The Purposeful BankerWhat's an Ecosystem and Why's Everyone Talking About It?
Jim Young and Carl Ryden discuss the increasingly popular term "ecosystem" and how having one benefits your bank. You'll learn why you need one, how to manage…
The Purposeful BankerArtificial Intelligence - The New Digital Divide (Part I) [REBROADCAST]
This episode is a rebroadcast of episode 90. Jim Young and Carl Ryden discuss how Artificial Intelligence will improve the banking industry and help amplify…
The Purposeful BankerWhen Bain Talks Pricing, People Listen
In this episode, Dallas and Jim talk about the difference between price setting and price getting as it relates to a recent infographic from Bain & Company.
The Purposeful BankerStop Pricing With a Tourniquet
Jim Young and Dallas Wells discuss what it means to "price with a tourniquet" and how doing so leads to poor approval processes and lending practices and…
The Purposeful BankerWe Need API's!... Um, What's an API?
Jim Young sits down with Jeff Henderson, EVP of Product Development at PrecisionLender, to discuss APIs and why they're important. They also discuss bank data…
The Purposeful BankerGet Busy Buyin' or Get Busy Dyin'
Jim Young and Dallas Wells discuss an article by Chris Skinner on why banks need to partner with technology instead of building their own. You'll learn the…
The Purposeful BankerIs A Performance Plan in Your Future?
Struggling to develop new business and match your previous sales performances? There may be several reasons why you're not on your A-game anymore. In this…
The Purposeful BankerThe Kind of AI That Actually Matters At Your Bank
In this episode, Maria Abbe and George Neal discuss two different types of AI, why it's important to know the difference, and which one will help your bank…
The Purposeful BankerBefore You Buy, What's Your Value Prop?
In this episode, Jim Young chats with Travis Engebretsen, VP of Strategy at Seacoast Bank. Engebretsen recently wrote a piece on how a well-defined value prop…
The Purposeful BankerDesigning for Humans, Not Averages (REBROADCAST)
(REBROADCAST) It's common practice in the banking industry to design for the average customer. In this podcast, Carl Ryden shares why you should design…
The Purposeful BankerYour Search For A Book on Commercial Banking Is Over
There is a lot of content out there on banking, specifically retail banking. But when it comes to commercial banking, there isn't as much thought leadership…
The Purposeful BankerBecoming A Leader In The Workplace
This episode topic is a bit different from topics of the past, but it builds off our BankOnPurpose panel discussion on hiring and retaining talent at banks…
The Purposeful BankerHow to Avoid Originating a Bad Loan
With experience in a money center bank, at a large asset manager, in specialty finance, and having underwritten billions of dollars in commercial real estate…
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Common Misconceptions About the Cloud
Making the decision to store your data in the cloud can be overwhelming, but it doesn't have to be. Jim Young sits down with Chelsea Marshall, Trust and…
The Purposeful BankerUX Is Not My Job
User Experience (UX) affects each piece of your organization and is a distinguishing factor in creating a better experience for your customer. In this episode…
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The Purposeful Banker Awards - Up & Comer Award
Jim Young sits down with Dustin Minarchick of CNB Bank, winner of the Up & Comer Award at BankOnPurpose 2017. After many years of success in a Credit Analyst…
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The Purposeful Banker Awards - Trophy Deal of the Year
Jim Young sits down with Trevor Lewis of Los Alamos National Bank, winner of the first annual Trophy Deal of the Year award at BankOnPurpose 2017. Trevor…
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Buying Bank Tech - Why FOMO Is Real
FOMO, or the fear of missing out, is a term frequently used in discussions about social interactions. For example, it's the reason we check our phones…
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3 Customer Support Trends of 2017
Maria Abbe sits down with Katie Wirka, Lead Client Support Specialist at PrecisionLender, to discuss some of the recent trends in the world of customer…
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The Power of Positive Peer Pressure in Banking
Dallas Wells, Chief Success Officer at PrecisionLender, sits down with Jim Young to discuss the positive powers of peer pressure - beginning first with its…
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Banks Should Partner with Tech, Not Just Fintech
How could a bank benefit from partnering with a restaurant management software company? To start, it would provide access to actionable, industry-specific data…
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5 Misconceptions About AI in Commercial Banks
Jim Young sits down with Dallas Wells, Chief Success Officer at PrecisionLender, to discuss common points of confusion we've seen around the idea of Artificial…
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The Best Way to Predict the Future Is to Create It
Fintech is changing the financial services industry, and simply executing yesterday's tactics a little bit better is no longer sufficient in this era of…
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7 Deadly Sins of Pricing
Jim Young sits down with Dallas Wells, our Chief Success Officer, to discuss Dallas' recent blog post about the 7 Deadly Sins of Pricing. You'll learn about…
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How to Attract the Best Talent to Your Bank
Maria Abbe sits down with Mike Schaefer, Director of Talent Acquisition at PrecisionLender, to discuss best hiring practices for banks. Takeaways for this…
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Building a Successful Sales Process
In this podcast, we sit down with Kevin McNamara, president of Vertical IQ, as he shares with us how to build a successful sales process. You'll learn what a…
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How to Leverage Data at Your Bank
This week, George Neal, Chief Analytics Officer at PrecisionLender, sits down for a second time with Maria Abbe to answer some of your questions about cleaning…
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What's Your Bank's Backup Plan?
No one ever wants to think the worst can happen, but when undertaking a project that requires valuable time and resources, you'll make the most of your…
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Trust-Based Selling: Becoming a Resource Manager
In this podcast, we sit down with Jack Hubbard, Chairman and Chief Sales Officer of St. Meyer & Hubbard, as he shares with us what it means to become a…
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How Should Banks Handle a Vendor Risk Assessment?
In this podcast, Maria Abbe sits down with Megan Fielman, Senior IT Audit & Compliance Manager at PrecisionLender, to discuss best practices for handling a…
The Purposeful BankerLove Your Data
Data is a key differentiating factor for all organizations. Knowing where your data is unique, and where there is sufficient data to draw distinction is…
The Purposeful BankerMeet Andi
On rare occasions, we'll dedicate an episode to something new in our pricing platform, but it's really got to be special to stray from our usual programming…
The Purposeful BankerDesigning for Humans, Not Averages
It's common practice in the banking industry to design for the average customer. In this podcast, Carl Ryden shares why you should design experiences for the…
The Purposeful BankerEarn It - Chapter 12
In this podcast, we review the high points of Chapter 12 of "Earn It," which is titled "How Will You Earn It in the Future?"
The Purposeful BankerIntroducing The Purposeful Banker Awards
We are excited to introduce The Purposeful Banker Awards which will honor the best bankers in the industry at BankOnPurpose Conference 2017.
The Purposeful BankerBuying vs. Building Technology
When it comes to buying or building technology, there is no "one size fits all" solution. In this episode, Dallas Wells and Maria Abbe discuss when you should…
The Purposeful BankerArtificial Intelligence: The New Digital Divide - Part 2
Artificial intelligence and machine learning has been a topic that's been on our minds quite a bit lately at PrecisionLender. In this two-part series, Carl…
The Purposeful BankerArtificial Intelligence: The New Digital Divide - Part 1
Artificial intelligence and machine learning has been a topic that's been on our minds quite a bit lately at PrecisionLender. In this two-part series, Carl…
The Purposeful BankerHow to Measure Lender Performance
Performance measurement has become a hot topic recently within the banking industry. In this podcast, we sit down with Rollie Tillman, VP of Delivery & Client…
The Purposeful BankerEarn It - Chapter 11
If changing your bank's pricing culture, tactics and tools seems overwhelming, that's because it is. In this episode, Dallas Wells and Jim Young talk about…
The Purposeful BankerHow Would Disney Run a Bank?
There's a lot we can learn from other industries when it comes to Customer Experience. Making processes more efficient and cutting down wait times are only the…
The Purposeful BankerEarn It - Chapter 10
In this podcast, Dallas Wells and Jim Young review the high points of Chapter 10 of "Earn It," which is titled "Get Your Lenders to Engage, Not Revolt." We'll…
The Purposeful BankerTrust & Transparency
In this podcast, we sit down with Jason Cohen as he talks honesty. Cutting corners and exaggerating the truth may seem appealing when competition is fierce and…
The Purposeful BankerNo One Wants a Loan
Your customers aren't coming to you because they want a loan. They're coming to you because they need what the loan will help them do. Whether that's starting…
The Purposeful BankerSing It, Aretha!
Could the employees at your bank recite the company values? More importantly, do they treat their customers and each other with those values? In this episode…
The Purposeful BankerThe Dos and Don'ts of Implemention
Before the ink has even dried on the contract, you may already be dreading implementing the new tool or system your bank has purchased. It doesn't have to be…
The Purposeful BankerEarn It - Chapter 9
Buying technology at a bank can be a frustrating, even intimidating, experience. But it can also pay off handsomely, if you know the pitfalls to avoid and the…
The Purposeful BankerAligning Purpose with Strategy in Banking
In this podcast, we sit down with Lisa McLeod as she delves into finding and defining the purpose within your bank and why it's important that your purpose…
The Purposeful BankerMachine Learning in Banking
According to St. Meyer & Hubbard, 57% of the loans that go to committee get rejected. How will machine learning shape the way banks do commercial lending in…
The Purposeful BankerThe Other Side of Efficiency
The best banks don't look at efficiency as merely a way to cut down on something - costs, time, etc. - they also look at it as a way to free up resources to do…