Bank Culture

Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute [Podcast]

Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and building a strategy to target them.
- Twitter
- Email
- LinkedIn
Read more
Laggards Lose in Today's Banking Landscape [Podcast]

Jim Young and Dallas Wells chat about the risk of not taking risks in today's financial industry and why you need to be at the forefront of the changing environment.
- Twitter
- Email
- LinkedIn
Read more
Using Service Design to Wow and Win Customers [Podcast]

Tom Stewart and Patricia O'Connell, authors of Woo, Wow, and Win, share the concept behind service design and how you can use it to better your customer relationships.
- Twitter
- Email
- LinkedIn
Read more
Group Brainstorms At Your Bank? Bad Idea. [Podcast]

Jim and Dallas discuss why brainstorms are ineffective and sometimes detrimental to your team. You'll learn how to have more productive meetings in this podcast.
- Twitter
- Email
- LinkedIn
Read more
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Training vs. Coaching Your Relationship Managers [Podcast]

Carl Coe, EVP of Client Development at PrecisionLender, talks about the difference between training and coaching your sales team, and which method provides the most value.
- Twitter
- Email
- LinkedIn
Read more
Banks at the Purpose Crossroads [Podcast]

Lisa McLeod and Carl Ryden address the choice banks face regarding purpose and culture, as well as how those choices could affect your bank.
- Twitter
- Email
- LinkedIn
Read more
Should You Price Loans with a Pencil or a Space Pen?

Does your bank approach pricing with a pencil or space pen? Learn why simple is sometimes better and what the most innovative banks are doing to stay ahead of the game when it comes to pricing loans.
- Twitter
- Email
- LinkedIn
Read more
Get Great RMs, Keep Great RMs [Podcast]

Your relationship managers' success directly impacts your bank's success. Jim and Dallas discuss how to attract and retain top RM talent at your bank and create a culture that helps them thrive.
- Twitter
- Email
- LinkedIn
Read more
"We want all of our RMs to think and act like owners.”
Woodforest's Story
Becoming an Accountable Leader [Podcast]

Lorraine Moore uncovers why creating a culture of accountability is more important than ever before and how leaders can create an environment that encourages accountability.
- Twitter
- Email
- LinkedIn
Read more
BankOnPurpose Speaker Videos: Innovate on Purpose

Learn from a panel of bankers on how to hire and retain the best talent and then from fintech thought leader, JP Nicols, on how to innovate with purpose.
- Twitter
- Email
- LinkedIn
Read more
5 Articles to Help You Become an Intellectual Banker

Here's a list of 5 articles to help scratch your intellectual itch and impress your coworkers at the same time.
- Twitter
- Email
- LinkedIn
Read more
Before You Buy, What's Your Value Prop? [Podcast]

Jim Young chats with Travis Engebretsen, VP of Strategy at Seacoast Bank, about the importance of building a bank value prop that's customer centered and how that value prop affects how you buy tech.
- Twitter
- Email
- LinkedIn
Read more
BankOnPurpose Speaker Videos: No One Wants A Loan

Learn more from Bob Moesta and Chris Spiek, pioneers of the Jobs-to-be-Done Framework. And then watch and listen as they put the concept to the test live on stage.
- Twitter
- Email
- LinkedIn
Read more
Why Benchmarking Is A Bad Idea

We don't provide benchmarking data, but for good reason. Here's why benchmarking is a bad idea that could cost you profitable deals and strong relationships.
- Twitter
- Email
- LinkedIn
Read more
5 Articles to Make You a Smarter Banker

We've compiled a list of the top 5 articles you need to read to help you become a smarter banker today.
- Twitter
- Email
- LinkedIn
Read more
Your Search For A Book On Commercial Banking Is Over [Podcast]

We put our thoughts, beliefs, and approaches on commercial banking into a book. Learn more about the topics covered in the book in this podcast with Earn It authors, Jim Young and Dallas Wells.
- Twitter
- Email
- LinkedIn
Read more
BankOnPurpose Speaker Videos: Purpose, Honesty, and Sales

Check out the BankOnPurpose 2017 presentations from Lisa McLeod, Jason Cohen, and Jack Hubbard. They cover purpose, honesty, and sales, and how the three can be applied to your bank.
- Twitter
- Email
- LinkedIn
Read more
Eight Reasons Why the Cubs Way Should Be Your Bank’s Way (Part 2)

Here's Part 2 of what you can learn from the Cubs' 2016 World Series victory and how you can apply their tactics to your bank.
- Twitter
- Email
- LinkedIn
Read more
Becoming A Leader In The Workplace [Podcast]

Katharine Briggs 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 organizations.
- Twitter
- Email
- LinkedIn
Read more
Eight Reasons Why the Cubs Way Should Be Your Bank’s Way (Part 1)

There's a lot to be learned from the Chicago Cubs' long and daunting road to winning the World Series in 2016 - the first time since 1908. But did you know their approach can be applied to your bank?
- Twitter
- Email
- LinkedIn
Read more
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Bank Culture

Commercial Banks: Set Your Strategy, Target Your Customers, Then Execute [Podcast]

Jim Young chats with Jeff Marsico, EVP at The Kafafian Group and writer of the blog, Jeff for Banks, on the importance of defining who your customers are and building a strategy to target them.

Laggards Lose in Today's Banking Landscape [Podcast]

Jim Young and Dallas Wells chat about the risk of not taking risks in today's financial industry and why you need to be at the forefront of the changing environment.

Using Service Design to Wow and Win Customers [Podcast]

Tom Stewart and Patricia O'Connell, authors of Woo, Wow, and Win, share the concept behind service design and how you can use it to better your customer relationships.

Group Brainstorms At Your Bank? Bad Idea. [Podcast]

Jim and Dallas discuss why brainstorms are ineffective and sometimes detrimental to your team. You'll learn how to have more productive meetings in this podcast.

Training vs. Coaching Your Relationship Managers [Podcast]

Carl Coe, EVP of Client Development at PrecisionLender, talks about the difference between training and coaching your sales team, and which method provides the most value.

Banks at the Purpose Crossroads [Podcast]

Lisa McLeod and Carl Ryden address the choice banks face regarding purpose and culture, as well as how those choices could affect your bank.

Should You Price Loans with a Pencil or a Space Pen?

Does your bank approach pricing with a pencil or space pen? Learn why simple is sometimes better and what the most innovative banks are doing to stay ahead of the game when it comes to pricing loans.

Get Great RMs, Keep Great RMs [Podcast]

Your relationship managers' success directly impacts your bank's success. Jim and Dallas discuss how to attract and retain top RM talent at your bank and create a culture that helps them thrive.

Becoming an Accountable Leader [Podcast]

Lorraine Moore uncovers why creating a culture of accountability is more important than ever before and how leaders can create an environment that encourages accountability.

BankOnPurpose Speaker Videos: Innovate on Purpose

Learn from a panel of bankers on how to hire and retain the best talent and then from fintech thought leader, JP Nicols, on how to innovate with purpose.

5 Articles to Help You Become an Intellectual Banker

Here's a list of 5 articles to help scratch your intellectual itch and impress your coworkers at the same time.

Before You Buy, What's Your Value Prop? [Podcast]

Jim Young chats with Travis Engebretsen, VP of Strategy at Seacoast Bank, about the importance of building a bank value prop that's customer centered and how that value prop affects how you buy tech.

BankOnPurpose Speaker Videos: No One Wants A Loan

Learn more from Bob Moesta and Chris Spiek, pioneers of the Jobs-to-be-Done Framework. And then watch and listen as they put the concept to the test live on stage.

Why Benchmarking Is A Bad Idea

We don't provide benchmarking data, but for good reason. Here's why benchmarking is a bad idea that could cost you profitable deals and strong relationships.

5 Articles to Make You a Smarter Banker

We've compiled a list of the top 5 articles you need to read to help you become a smarter banker today.

Your Search For A Book On Commercial Banking Is Over [Podcast]

We put our thoughts, beliefs, and approaches on commercial banking into a book. Learn more about the topics covered in the book in this podcast with Earn It authors, Jim Young and Dallas Wells.

BankOnPurpose Speaker Videos: Purpose, Honesty, and Sales

Check out the BankOnPurpose 2017 presentations from Lisa McLeod, Jason Cohen, and Jack Hubbard. They cover purpose, honesty, and sales, and how the three can be applied to your bank.

Eight Reasons Why the Cubs Way Should Be Your Bank’s Way (Part 2)

Here's Part 2 of what you can learn from the Cubs' 2016 World Series victory and how you can apply their tactics to your bank.

Becoming A Leader In The Workplace [Podcast]

Katharine Briggs 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 organizations.

Eight Reasons Why the Cubs Way Should Be Your Bank’s Way (Part 1)

There's a lot to be learned from the Chicago Cubs' long and daunting road to winning the World Series in 2016 - the first time since 1908. But did you know their approach can be applied to your bank?