The Purposeful Banker

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The Purposeful Banker podcast is for bankers who have to compete in the commercial lending world. Every podcast will contain information that will arm you with ways to win more deals and strengthen relationships.

PrecisionLender


    • May 27, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 22m AVG DURATION
    • 339 EPISODES

    5 from 39 ratings Listeners of The Purposeful Banker that love the show mention: bankers, banking, commercial, great.


    Ivy Insights

    The Purposeful Banker podcast is a valuable resource for anyone in the commercial real estate finance industry, providing insightful information and a macro-level understanding of the banking industry. As someone who is 10 years into their career and working for a bank for the first time, this podcast has been instrumental in helping me improve at my job. As a lower-level employee, I often feel left out of important discussions within the bank, but this podcast fills that gap by giving me a big picture perspective on what's happening in the industry.

    One of the best aspects of this podcast is its informative nature. The hosts, Jim and Dallas, provide valuable insights into the banking industry and share tips on how to succeed in today's market. Their episodes cover a wide range of thought-provoking subjects that challenge listeners to improve their customer relations and serve them better. The Riches to Niches episode was particularly good, offering practical advice on finding success by focusing on niche markets. Overall, this podcast empowers me to be a better relationship manager for my clients by educating me on a larger view of banking.

    However, one potential downside of this podcast is its limited perspective. While it provides valuable insights for individuals in commercial real estate finance, it may not cater as well to other areas of banking. This could be seen as a limitation for those looking for broader insights into the banking industry as a whole.

    In conclusion, The Purposeful Banker podcast is an invaluable resource for anyone in commercial real estate finance looking to improve their knowledge and skills in the industry. It offers informative content that challenges listeners to think outside the box and find ways to better serve their clients' goals. While it may have some limitations in terms of catering to other areas of banking, it remains an essential listen for commercial relationship managers who want to excel in their field.



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    Latest episodes from The Purposeful Banker

    Are You Leaving FX Money on the Table?

    Play Episode Listen Later May 27, 2025 25:07


    Hey listeners! Take our podcast survey to help us choose the content and conversations you'll find most beneficial. Only 10 questions: q2.com/podsurvey In this episode, John Min, chief economist at Monex USA, joins the podcast to talk about how community banks are missing out on an opportunity to strengthen business relationships while impacting the bottom line by not offering foreign exchange services. Related Links: Q2 Innovation Studio: https://www.q2.com/products/digital-banking/innovation-studio Monex: https://monexusa.com John's LinkedIn: https://www.linkedin.com/in/john-min-4941634/

    Fighting Account Takeover and Email Compromise in Business Banking

    Play Episode Listen Later May 13, 2025 25:45


    Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode of The Purposeful Banker, Sara Seguin from Alloy joins Jim Young to talk about the increasing threat of account takeover and email compromise and how financial institutions can help their business customers fight back. Related Links Sarah's LinkedIn https://www.linkedin.com/in/saraseguin/ Ongoing Fraud Monitoring from Q2 https://hub.q2.com/product-overview/ongoing-fraud-monitoring    

    Four Steps for Small Business Success, Part 2

    Play Episode Listen Later Apr 29, 2025 40:44


    Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework. Related Links Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/  

    Writing the Recipe for Instant Payments

    Play Episode Listen Later Apr 15, 2025 23:33


    Mary Gilmeister, the CEO of PaymentsFirst (formerly MACHA), joins the podcast to talk about the organization's Instant Payments Cookbook, who needs to read it, and how it came together. Related Links: The Instant Payments Cookbook (Use promo code Q22025 for discount) PaymentsFirst website Mary's LinkedIn

    Tech, Touch, and Trust in Commercial Banking

    Play Episode Listen Later Apr 1, 2025 19:14


    Joe Cody, principal digital solutions strategist at Q2, joins the podcast to talk about three important focus areas for winning and keeping commercial business in the current financial landscape. Related Links [Webinar] The Commercial Banking War Room: Tactics That Win [Survey] The Purposeful Banker listener survey

    Four Steps for Small Business Success: Part 1

    Play Episode Listen Later Mar 18, 2025 30:28


    Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  This episode, featuring Dave Brebner from Q2 Strategic Advisory Services, is the first of a two-part series that details how financial institutions can boost their small business strategy -- or any portfolio strategy -- based on a proven success framework. Related Links Small Business Strategy Scorecard Dave's LinkedIn Cheryl's LinkedIn

    The State of Fraud in Banking

    Play Episode Listen Later Mar 4, 2025 18:19


    In this episode of The Purposeful Banker, Jim Young welcomes Sara Seguin from Alloy to talk about some of the important takeaways from Alloy's 2025 State of Fraud Report. Related Links [Report] Alloy's 2025 State of Fraud Report [LinkedIn] Sara Seguin [Solution Information] Q2/Alloy

    Webinar Sneak Peek: Fraud Orchestration With Datos Insights

    Play Episode Listen Later Feb 25, 2025 8:14


    Jim Young welcomes Jim Mortensen from Datos Insights for this mini-episode providing a preview of a March 13 webinar on fraud orchestration and how it can help financial institutions build stronger defenses. Register for March 13 webinar: Fraud Orchestration: Staying A Step Ahead of Financial Fraudsters Jim Mortensen's LinkedIn

    Business Banking Is Relationship Gold for Credit Unions

    Play Episode Listen Later Feb 18, 2025 32:32


    The Purposeful Banker welcomes Caroline Vahrenkamp from Filene Research Institute to talk about the business banking opportunity for credit unions, how they can take advantage, and the market impact. Related Links Caroline's LinkedIn Filene Research Institute on LinkedIn [Podcast Series] Experience Factor with Jim Marous [Webinar with CUInsight] Innovation for the Win: How Cyprus Credit Union Uses Data to Improve Lives [White Paper] Q2 Engage: Building Lifetime Relationships With Dynamic Personal Experiences  

    Making the Case for Positive Pay

    Play Episode Listen Later Feb 4, 2025 18:14


    The Purposeful Banker welcomes Christine Held and Jessica Salerno from Bank of Ann Arbor to talk about why their bank is a strong proponent of positive pay to help business customers battle payments fraud and how it has shaped cutomer relationships. Related Links: [2024 Datos Report] The Opportunity Your FI Is Missing by Not Effectively Selling Positive Pay Christine Held on LinkedIn Jessica Salerno on LinkedIn Cheryl Brown on LinkedIn Bank of Ann Arbor on LinkedIn

    2025 State of Commercial Banking Preview

    Play Episode Listen Later Jan 21, 2025 21:07


    In this episode of The Purposeful Banker, Jim Young and Anna-Fay Lohn, Q2 senior strategic business advisor and co-author of the 2025 State of Commercial Banking report, preview some of the takeaways in this year's report, which is based primarily on the proprietary pricing data in Q2 PrecisionLender. [Webinar] 2025 State of Commercial Banking

    Creativity Is Your North Star

    Play Episode Listen Later Jan 7, 2025 35:29


    This week's The Purposeful Banker shares Tania Katan's talk from the 2024 BankOnPurpose executive leadership conference, where she demonstrated how creativity and humanity drive passion and innovation—even in the banking industry. [Website] BankOnPurpose [LinkedIn] Tania Katan [Ted Talk] Giselle Mota

    From Submarines to Banking: Navigating Technological Paradigm Shifts

    Play Episode Listen Later Dec 17, 2024 47:51


    In this episode of The Purposeful Banker, we share Sam Maule's keynote from the 2024 BankOnPurpose executive leadership conference, where he likened the pressurized environment of a submarine to the pressures of the banking industry. Related Links BankOnPurpose Sam's LinkedIn

    Small Business: Fragmentation, Segmentation, and Beyond Business

    Play Episode Listen Later Dec 2, 2024 19:15


    The Purposeful Banker welcomes Matt Ross from Accenture to talk about how small businesses' banking needs have changed and how financial institutions are responding. Related links: [Dec. 9 Webinar] The Future of SMB Banking: Partnership and Innovation Matt's LinkedIn

    One Credit Union's Contrarian Approach to Commercial Banking

    Play Episode Listen Later Nov 5, 2024 29:38


    The Purposeful Banker welcomes back Stacy Armijo from Amplify Credit Union to talk about the credit union's unique approach to customer experience, non-interest income, and commercial banking. 

    The Business Time Machine

    Play Episode Listen Later Oct 22, 2024 30:50


    The Purposeful Banker welcomes back Sam Maule from Moov, a speaker at our upcoming BankOnPurpose leadership conference and a self-proclaimed "technology optimist," to talk about AI, fraud, and the profound effect technology is having on business.

    So Let's Talk About Fraud

    Play Episode Listen Later Oct 8, 2024 29:13


    In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 Chief Availability Officer Lou Senko to discuss the impact of fraud on the industry and Q2's approach to security and cybercrime.

    Battling Business Nihilism

    Play Episode Listen Later Sep 24, 2024 34:00


    What does bank technology have in common with a semi truck? And how does business nihilism get in the way of digital transformation? Find out as QT Chief Technology Officer Adam Blue joins Dallas Wells for this episode of The Purposeful Banker.

    Win Where You Want to Win With SMBs

    Play Episode Listen Later Sep 10, 2024 28:57


    In this episode of The Purposeful Banker, Dallas Wells welcomes Hunter Moses, head of Q2's Strategic Advisory Services team, to discuss how segmentation and personalization can make a big difference in attracting and keeping small and medium-size business accounts.

    It Started With a Dream

    Play Episode Listen Later Aug 19, 2024 32:51


    In honor of Q2's 20th anniversary, Dallas Wells welcomes our founder Hank Seale to the podcast for a look back at how his mission of empowering financial institutions through technology has come to fruition and how he's bringing the next part of his vision to life.

    ERP Integration: A Complicated Necessity

    Play Episode Listen Later Aug 6, 2024 30:01


    In this episode of The Purposeful Banker, Dallas Wells welcomes Kathy Dwyer from the Q2 product team to discuss the growing demand for integration between companies' ERP accounting systems and their digital banking platforms.

    Balancing AI With Security and Compliance

    Play Episode Listen Later Jul 23, 2024 25:47


    In this episode of The Purposeful Banker, Dallas Wells welcomes Beth-Anne Bygum, Q2's chief information security officer, to discuss the implications of GenAI on security and compliance and what financial institutions should consider for successful adoption. 

    Beyond the Hype: The Real Implications of GenAI on Banking

    Play Episode Listen Later Jul 9, 2024 36:58


    In this episode of The Purposeful Banker, Dallas Wells welcomes Corey Gross, VP of Product Management at Q2, to talk about the impact of GenAI on banking, including current use cases and those expected to develop.

    Marketing Magic and the New Meaning of Engagement

    Play Episode Listen Later Jun 25, 2024 29:47


    In this episode of The Purposeful Banker, Dallas Wells welcomes Q2 CMO Carlos Carvajal for a discussion about how marketing in banking has evolved and how to make more meaningful, profitable connections with customers.

    View From the C Suite: Perspectives on Deposit Growth, Fraud, and Talent Management

    Play Episode Listen Later Jun 11, 2024 34:01


    In this episode of The Purposeful Banker, Dallas Wells sits down with Q2 President Kirk Coleman to get his perspectives on some of the most pressing topics in banking.

    At the Intersection of Treasury and Technology

    Play Episode Listen Later May 21, 2024 32:13


    In this episode of The Purposeful Banker, Dallas Wells talks with Ben Cash from the Q2 product team about the expanding role of technology in treasury and cash management.

    Welcome Back, Dallas Wells

    Play Episode Listen Later May 7, 2024 43:59


    Alex Habet welcomes Dallas Wells back to the podcast to catch up on the latest hot topics in bank technology, including AI, fraud, and payments.

    Instant Payments Are Here: Now What?

    Play Episode Listen Later Apr 16, 2024 20:36


    In this episode of The Purposeful Banker, Jim Young welcomes Keith Gray from The Clearing House for an update on how banks and businesses are adopting the instant payments rails.

    The Banking Industry From a Reporter's View

    Play Episode Listen Later Mar 26, 2024 31:29


    Alex Habet sits down with longtime banking industry journalist Paul Davis as they talk about how financial services have changed, as well as how journalism itself has changed, and tips for how bankers can sort fact from fiction.

    The Quest for Deposits: What's Working Now and What Will Work Eventually

    Play Episode Listen Later Mar 12, 2024 54:18


    Alex Habet shares a Q2 panel discussion between Sam Kilmer from Cornerstone Advisors, Stacy Armijo from Amplify Credit Union, and Erica Pilon from Capital One about tactics for gathering deposits and building relationships.

    Constant Leadership for Changing Times

    Play Episode Listen Later Feb 27, 2024 51:12


    As a follow-up to our last episode featuring Dr. Leda Glyptis, Alex Habet shares a replay of Dr. Glyptis' session at Q2's 2023 BankOnPurpose executive leadership event, where she discusses how to forge consistency in the midst of constant change.

    An Industry in Transition: Chatting with Leda Glyptis

    Play Episode Listen Later Feb 13, 2024 54:49


    In this episode of The Purposeful Banker, Alex Habet welcomes fintech expert Dr. Leda Glyptis to talk about what she's been up to the past few years, her book, climate change, and the overall environment in the financial services industry.

    In the Headlines: Earnings, AI, and Basel

    Play Episode Listen Later Jan 30, 2024 15:59


    In this week's Purposeful Banker, Alex Habet takes a look at some of the latest headlines in banking news to see what the buzz is in the market and what's top of mind for bank leaders.

    2024 State of Commercial Banking Preview

    Play Episode Listen Later Jan 16, 2024 23:06


    In this episode of The Purposeful Banker, Jim Young and Gita Thollesson discuss some of the takeaways from Q2's State of Commercial Banking 2024 Market Analysis. Register for the webinar on Feb. 8. 

    Regulatory Ripples: Basel III in 2024

    Play Episode Listen Later Dec 19, 2023 24:57


    In this episode of The Purposeful Banker, Q2's Steve Collum, senior manager, Strategic Advisory Services, digs in with Jim Young about Basel III and the ripple effects the changing regulatory landscape may have on the banking industry.

    regulatory ripples basel iii jim young strategic advisory services
    Digital Designed for Growth

    Play Episode Listen Later Dec 5, 2023 46:58


    Digital technology impacts almost every aspect of a financial institution, from growth strategies to go-to-market approach. In this episode, we replay a panel session from this year's BankOnPurpose where FI leaders discuss opportunities and challenges with the accelerated market demand for digital experiences.

    How Can AI Deliver Real Value for Banking?

    Play Episode Listen Later Nov 21, 2023 56:13


    In a first for The Purposeful Banker, Alex Habet hosts a livestream discussion with Carl Ryden and Corey Gross exploring AI's role in banking and lessons learned from Q2's Andi copilot for bankers.

    Fall Market Check-In

    Play Episode Listen Later Nov 7, 2023 21:08


    In this week's episode of The Purposeful Banker, Jim Young returns to welcome Tony Hernandez for a look at the latest market update based on Q2 PrecisionLender data.

    The Beauty You Don't Get From Beast Mode

    Play Episode Listen Later Oct 10, 2023 60:15


    Amid a world focused on shortcuts in the name of efficiency, is there room for beautiful, elegant innovation? Alex Habet and Adam Blue share a captivating discussion about humanity, artistic creation, and business.

    The Case for Adaptability in Banking

    Play Episode Listen Later Sep 26, 2023 54:12


    Alex Habet shares some perspective around a replay of a timeless Leda Glyptis talk on digital transformation in advance of her session at the upcoming BankOnPurpose leadership conference.

    A Unique (Deposit) Refinance Opportunity

    Play Episode Listen Later Sep 12, 2023 37:30


    Alex Habet welcomes deposit expert Neil Stanley back to the show to talk about an interesting opportunity for banks to be heros for their customers by offering refinancing, but not in mortgages.

    SMB: This Time, It's Personal

    Play Episode Listen Later Aug 29, 2023 21:36


    In this episode of The Purposeful Banker, Jim Young welcomes Ian Benton from Javelin Strategy & Research to talk about the value of small businesses in today's market and what financial institutions must do to attract and grow their relationships.

    How to Be a Tech Budget Champion

    Play Episode Listen Later Aug 17, 2023 25:36


    Jim Young welcomes Q2's Tim Daley to the podcast to talk about not only how to determine whether the time is right for the bank technology you want funded, but how to go about championing the project.

    Making Difficult Choices During Budget Season

    Play Episode Listen Later Aug 1, 2023 43:20


    In this episode of The Purposeful Banker, Jim Young and Dallas Wells return to the podcast to discuss how to get the most bang for your buck in the 2024 technology budget.

    State of Commercial Banking Mid-Year Update

    Play Episode Listen Later Jul 18, 2023 19:12


    Q2's Gita Thollesson joins Alex Habet for a mid-year check-in to see what Q2 PrecisionLender data can tell us about how banks are faring in this volatile market.

    The Meteoric Rise of ChatGPT and the Future of AI

    Play Episode Listen Later Jul 5, 2023 50:43


    In this episode of The Purposeful Banker, Alex Habet replays an intriguing CONNECT 23 panel discussion with Corey Gross, Adam Blue, Carl Ryden, and Steve Gogolak about the practical applications of AI in banking and business in general, both in the short and long term.

    AI: Everything Everywhere All at Once

    Play Episode Listen Later Jun 20, 2023 38:04


    Alex Habet shares a replay of Adam Blue's keynote at CONNECT 23 about how AI will affect banking, and how it won't.

    A Chat With Neil Stanley About Deposits

    Play Episode Listen Later Jun 6, 2023 43:26


    In this episode of The Purposeful Banker, Alex Habet welcomes well-known banking expert Neil Stanley, founder and CEO of The CorePoint, to discuss just how different the current market is from past high-rate environments.

    Sleepy Money No More

    Play Episode Listen Later May 23, 2023 33:09


    In this episode of The Purposeful Banker, Alex Habet welcomes Andy Heusel to discuss how waking up the "sleepy money" of deposits has affected bank strategy.

    The Skinny on the New Instant Payments Rails

    Play Episode Listen Later May 9, 2023 38:56


    In this episode of The Purposeful Banker, Alex Habet welcomes Debbie Smart to talk about how payments innovation is a game changer for financial institutions serving commercial and small business customers.

    Breaking Barriers in Banking

    Play Episode Listen Later Apr 25, 2023 22:31


    Alex Habet welcomes Alexis Chavez, co-founder of gnuGrid CRB Uganda, the only credit reference bureau in Uganda focused on the informal financial sector (90% of the market) to enable 22 million borrowers to access their own credit scores and prove credit worthiness.

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