The integration of AI and automation in the banking sector is reshaping not only the nature of work but also the skills required for success in this evolving landscape.

Banks are having a harder time than ever finding skilled talent in the credit and lending space. The emergence of digital-first fintech firms and a growing emphasis on data-driven decision-making have shifted traditional roles within banking, making it more difficult to recruit professionals with the requisite skill set. However, banks [...]

It’s tempting to jump in and take control when things get tough, but real leadership means empowering others to lead. By letting your direct reports handle their responsibilities, you build a stronger, more self-sufficient team.

For firms looking to thrive, embracing the advisory board model could be the key to unlocking sustainable growth, client satisfaction, and industry leadership. 

If you always thought you were “happy” right where you are- we can help you discover what “happier” can look like.

Succession planning for an aging workforce is vital for banks. Banks can mitigate the impact of baby boomer retirements by focusing on succession planning, mentoring, and flexible retirement solutions and ensure continued success in the competitive financial landscape.

Many banks are losing out on top candidates due to outdated and frustrating hiring processes. You need to make changes if you want to attract top talent.

Creating an environment where women can thrive in executive roles requires a multi-faceted approach. From flexible work schedules and inclusive hiring practices to mentorship programs and workplace culture improvements, companies need to be proactive in their efforts if they want more women executives.

While it’s unlikely that most of us will reach the $10 million mark like the executives listed above, with the right moves, it’s entirely possible to boost your compensation package in commercial banking.

A well-structured onboarding process benefits advisors and enhances client satisfaction and loyalty. This, in turn, drives the firm's overall success. 

Attracting the best commercial banking portfolio managers involves building a strong employer brand, offering competitive compensation, providing clear career paths, emphasizing work-life balance, and sharing success stories.

Hybrid work isn't just a trend—it's the new normal in the banking industry. Banks may need to rethink how they operate to meet their employees' changing expectations. The rise of hybrid work presents challenges and opportunities, and how banks respond could determine their future success.