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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 lending market. From pricing tips to market trends to business strategy, listeners get insightful, concrete information to help them build stronger financial institutions.
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Now displaying: May, 2017
May 29, 2017

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, Jim Young sits down with Amanda Stockwell, President of Stockwell Strategy, to discuss the importance of UX at your organization, how you can create parameters for successful UX, and each individual's role in the process. 

May 22, 2017

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 role, Dustin made the jump to a Commercial/Retail Lending Officer and has thrived. In less than a year, he generated $10,563,000 in new business spread across a staggering 125 relationships. At an average of 2.5 new relationships a week, in addition to other responsibilities, Dustin has shown no signs of slowing down, making him a perfect choice for the Up & Comer Award.

May 15, 2017

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 worked with the developers and their legal council for close to six months to get a structure that would work for the developer, the bank, and the various government entities. He balanced the needs of all parties involved and allowed his passion to be directed by the amount of economic development the deal would create for his community. 

May 8, 2017

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 immediately when a notification pops up. But how does it relate to banks and, more specifically, buying bank technology? Dallas Wells, Chief Success Officer at PrecisionLender, sits down with Jim Young to share his thoughts.

May 1, 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 support. We'll cover each of the following:

1. Switching from reactive to proactive support.

2. Encouraging empathy in client interactions.

3. Using new technologies (AI, predictive analytics, natural language processing).

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