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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: June, 2017
Jun 26, 2017

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. Seeing this gap, we decided to puts our thoughts, beliefs, and approaches on commercial banking into a book. In this podcast we talk about the origin of the book, the topics covered within the book, and how to get your copy of Earn It: Building Your Bank's Brand One Relationship At A Time. 

Jun 19, 2017

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. When it comes to hiring, training, leading, and ultimately helping employees - especially women - rise to levels of leadership, there are many aspects that come into play for banks. These include the bank's view on diversity and what women can do throughout their careers to build the confidence they need to rise to leadership. In this episode, Katharine Briggs, EVP of Client Success, sits down with Maria Abbe to share her experience as a leader, both in the work place and in the community, and how women can work towards becoming leaders in their own organizations.

Jun 12, 2017

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 loans, Katharine Briggs joins us to talk about how to avoid originating a bad loan. She shares tactics that will help you mitigate the factors that lead to bad loan origination, the impact originating a bad loan has on your bank and your relationship managers, and processes you can put into place to keep your bank on the right track when originating loans. 

Jun 5, 2017

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 Security Specialist at PrecisionLender, to discuss common misconceptions about the cloud as it relates to on premises solutions and data security. 

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