Jeff McCarthy

Senior Vice President, Marketing Director Bank Five Nine

Jeff has achieved consistent success in marketing and advertising by working in a variety of settings and in multiple industries. With experience both within an ad agency environment as well as in a corporate culture, he is able to tackle challenges from multiple angles to arrive at marketing communication solutions that build brands and attract customers. He currently leads an award-winning team that manages a broad range of responsibilities including strategic planning, advertising, sales support material development, building signage, social media strategy and execution, website content management, customer satisfaction measurement, direct mail, public relations, charitable giving, and event planning. In recognition of his work to rebrand his current organization, Jeff was named CMO of the Year by the Milwaukee Business Journal and a Notable Marketing Executive by BizTimes Milwaukee. As a result of his tireless volunteer efforts, Jeff was named Citizen of the Year by the Oconomowoc Area Chamber of Commerce in 2025.

Equipping Teams and Branches to be Human-First, Tech-Assisted Relationship Builders

4:45 PM Panel: What is Your Differentiator? How Mission Can Drive Engagement and Loyalty

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

Check out the incredible speaker line-up to see who will be joining Jeff.

Download The Latest Agenda