Jeff McCarthy

What is it that makes your bank or credit union special, and that both employees and customers connect with? Standing out requires a clear differentiator to drive engagement and loyalty. This panel explores how banks and credit unions can balance being community-oriented and local with providing universal ease and accessibility. Panelists will discuss strategies for embedding their mission into organizational culture, offering opportunities to engage with the mission in both personal and professional development, and empowering people to bring their full selves to their banking experience. Join this session to learn how defining and living your institution’s unique value can strengthen both your workforce and your community impact. Leave inspired to:

• Identify what truly differentiates their institution in both local and broader markets
• Design strategies that prioritize both local community engagement with efficient, universal service
• Embed differentiators into employee culture to enhance satisfaction and retention
• Empower employees to engage in the mission, and offer meaningful personal and professional development
• Leverage unique positioning to improve customer and employee experience, loyalty, and advocacy