Customer loyalty is at the core of a bank's success. When you show that you care about your customer's needs, they are more willing to pay fees, forgive mistakes, and refer new business. 

This week, Dallas Wells interviews Joe Bartolotta, the EVP and Director of Strategic Partnerships at Eastern Bank in Boston, MA. 

There are two type of people. On one hand, you have managers, or the bosses, who work on a schedule filled with hour-long meetings. On the other hand, there are makers. Makers need larger time blocks to get projects completed. 

In this episode, Jessica Stone and Dallas Wells discuss how PrecisionLender has adopted this concept for our own teams, and explore ways to make it work in your bank.

Banks have all sorts of C-suite officers from chief executive officers to chief risk officers to chief loan officers. But for some reason, there’s no chief pricing officer.

Dallas Wells and Jim Young discuss why banks need an advocate for pricing on the executive team. 

When it comes to sales, it makes sense that relationship-builders perform better than others, right? In The Challenger Sale, Brent and Matthew Dixon Adamson argue that the sales people who challenge and educate their customers have more success than relationship-builders. Jim Young and Dallas Wells review the book and discuss how it relates to the banking industry.