IMO: American Banker’s Community Bankers of the Year

December 7, 2016 | Jeff For Banks

On November 30th, American Banker named three Community Bankers of the Year. When I read about their selections, and reviewed their financial performance, I e-mailed Bonnie McGeer, Executive Editor at […]

Bankers: How Should It Be?

April 2, 2016 | Jeff For Banks

I have been sitting on an airport tarmac for 45 minutes. Twenty-first in line. Waiting for a re-route from the tower to avoid the rain drops. Such is the way […]

Why Does a Fintech Darling Need a Bank?

February 27, 2016 | Jeff For Banks

According to a recent American Banker article, WSFS Financial Corporation struck a deal with Zenbanx, a Silicon Valley-based neobank, mobile only player. Zenbanx offers a unique, multi-currency bank account that […]

A Financial Institution Investment Banker Had Questions. Here Are My Answers.

February 6, 2016 | Jeff For Banks

My colleagues and I are frequent speakers at industry events. At one such event, a financial institution investment banker approached my colleague and handed him a list of questions he […]

A Solution for Closely Held Banks

January 29, 2016 | Jeff For Banks

If you are a family bank and want to sell your shares without selling the bank, what do you do? So was the question that my colleague, Sharon Lorman, put […]

Former Pennsylvania Secretary of Banking Lays Down Ideas on How to Love Your Regulator

October 3, 2015 | Jeff For Banks

Glenn Moyer, the former Secretary of the Pennsylvania Department of Banking and Securities (pictured), spoke at a banking industry event this past week. His subject: How to love your regulator. […]

Compete With Yourself

September 26, 2015 | Jeff For Banks

Our daughter worked from our kitchen table this past week because the Pope was visiting Philly and her firm advised her to get out of town. I worked from home […]

Bankers: What should the magi bring you?

December 21, 2012 | Jeff For Banks

The Gospel of Matthew reads (Chapter 2): “When Jesus was born in Bethlehem of Judea, in the days of King Herod, behold, magi from the east arrived in Jerusalem, saying, […]

Job Description: Business Banker

July 28, 2012 | Uncategorized

I frequently hear lamentations about the gap between the performance expectations of community financial institution (FI) personnel and performance results. A frequent challenge is that performance expectations are not documented […]

Bank Super Bowl Ads 2012

February 5, 2012 | Uncategorized

First, check out this creative yet sleepy First Bank ad. If you need to go to the bathroom, feel free to do so: Amarillo National Bank puts their CSRs through […]