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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: Page 6
Jun 10, 2019

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?

May 27, 2019

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 to find "the riches in the niches."

May 13, 2019

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 minimize risks. She points out where banks have fallen short in their innovation efforts, but also where there's hope for the future. 

Apr 29, 2019

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 to ask for? Why do some banks excel at renewals while others struggle? Gita shares her findings and insights on this week's show. 

Apr 15, 2019

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 actually benefit from it?

Apr 1, 2019

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 doing to stay ahead of the competition?

Mar 18, 2019

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 areas where they can continue to compete and win? 

Mar 4, 2019

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 foot. 

In this episode, Dallas and Jim share stories of onboarding experiences gone awry and discuss the lessons banks can learn from them. They also share tips on ways banks can get it right, right from the start. 

Feb 18, 2019

Gita Thollesson, SVP for Client Success and Market Insights at PrecisionLender, returns to the podcast to discuss more winning tactics of top commercial relationship managers. In this episode, she focuses on structuring deals with performance-based pricing or grid pricing.

Feb 4, 2019

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? 

Jan 21, 2019

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 problem? And how can banks fix it? 

Jan 7, 2019

"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 it?

Dec 31, 2018

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. 

Dec 10, 2018

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 who can sell; building your bank's tech stack; partnering with fintechs; and a potential credit turn. 

 

Dec 10, 2018

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 who can sell; building your bank's tech stack; partnering with fintechs; and a potential credit turn. 

 

Nov 26, 2018

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 can take from NBKC's success?

Nov 12, 2018

Talking deposit strategies during a rising rate environment, with Neil Stanley of The Corepoint. 

Oct 29, 2018

Banks measure all sorts of key performance indicators; which are the ones that show the strongest connection to how these institutions are valued? Jeff Marssico of The Kafafian Group joins the Purposeful Banker podcast to talk about his articles on this topic, and what he found. 

Oct 15, 2018

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 shares his last impressions from the BankAI conference. 

Oct 1, 2018

What are bank leaders saying about important topics such as: tech investment, how banks can deliver value, competition among community banks, and alternative growth strategies? 

Sep 17, 2018

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 fact, some of his ideas are just now being implemented.

Why does it sometimes take so long for the future to take hold? And why is it that some "get it" much earlier than others?

And what does that mean for the banking industry? We tackle all those topic in this week's podcast. 

Sep 3, 2018

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 successful banks are focusing their innovation on customer value, not cost-savings. 

It's also the central theme of the ebook they discuss, "Flip the Formula: How Top Banks Innovate to Win."

 

 

Aug 20, 2018

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 two.

Aug 6, 2018

Lots of banks are talking about their artificial intelligence initiatives, but how are those programs affecting the bottom line. In this week's podcast, PrecisionLender CEO Carl Ryden walks through the important questions that bank analysts and investors should be asking, as well as the answers bank leaders should be prepare to give. 

Jul 23, 2018

What separates the best commercial RMs from the rest? Gita Tholleson, SVP for Client Success at PrecisionLender, explains how top RMs deliver tangible value, act as trusted advisors, and find ways to outmaneuver the competition.

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