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United States

Language:

English

Contact:

(980) 297-7100


Episodes

What's Happening With Commercial Deposits

8/12/2019
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Gita Thollesson, PrecisionLender's SVP of Market Insights, comes on the podcast to share some of the findings from her upcoming webinar on the pursuit of commercial deposits.

Duration:00:11:56

Key Results from Our Commercial Pricing Market Survey

7/29/2019
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What do commercial bankers think about their pricing processes and technology, and about the deals their RMs price each day? PrecisionLender got the answers to those questions in a recent survey. Dallas and Jim discuss some of the eyebrow-raising results.

Duration:00:20:59

What You Need to Know About Libor and SOFR

7/8/2019
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Is Libor really on the way out? Is SOFR the most likely index to replace it? And how will these changes affect the loans already on your commercial books and the ones you're going to price in the future. Those answers and more are in this week's episode of The Purposeful Banker.

Duration:00:18:56

What Poker Pro Annie Duke Can Teach Bankers

6/24/2019
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In this episode, we look back at the BankOnPurpose 2019 talk given by former poker champ Annie Duke, author of the book, "Thinking in Bets." We discuss the ways in which Annie's insights on decision-making and risk can be applied to the challenges faced by commercial banks.

Duration:00:22:00

Winning Tactics of Top RMs: Scaling Best Behaviors

6/10/2019
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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?

Duration:00:28:14

Riches in the Niches: The Case for Commercial RM Specialization

5/27/2019
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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."

Duration:00:21:23

Interview with 11:FS Bank Innovator Leda Glyptis

5/13/2019
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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.

Duration:00:17:54

Rethinking How to Price Commercial Renewals

4/29/2019
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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.

Duration:00:13:00

What Bankers Should Do When Clients Test Them On Price

4/15/2019
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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?

Duration:00:25:04

The Fierce Battle for Deposits - Who's Winning and Why

4/1/2019
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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?

Duration:00:19:19

Lessons from a Cautionary Small Bank Tale

3/18/2019
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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?

Duration:00:24:08

Onboarding Tales: Lessons for Banks Bringing on New Customers

3/4/2019
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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.

Duration:00:19:48

Winning Tactics of Top RMs: Performance-Based Pricing

2/18/2019
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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.

Duration:00:19:43

The Pain of Selling New Bank Products

2/4/2019
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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?

Duration:00:23:00

Why Your Bank's CRM Project Is Failing

1/21/2019
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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?

Duration:00:12:01

How Does Your Commercial Bank Coach?

1/7/2019
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"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?

Duration:00:28:57

2018's Top Episode: Winning Tactics of the Best RMs

12/31/2018
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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.

Duration:00:20:19

Hot Topics from Small Biz: Banking Conference

12/10/2018
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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.

Duration:00:12:03

6 Lessons Banks Can Learn From NBKC

11/26/2018
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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?

Duration:00:15:57

Uberizing Deposit Pricing

11/12/2018
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Talking deposit strategies during a rising rate environment, with Neil Stanley of The Corepoint.

Duration:00:23:13