Jim Petkewich

Senior Vice President , Retail Services
St. Mary’s Credit Union

Jim Petkewich is Senior Vice President of Retail Services for St. Mary’s Credit Union in Marlborough, Massachusetts. In his role, he is responsible for the credit union’s Retail Branches, Call Center, and Learning & Development teams. Jim is also the Credit Union’s BSA Officer and Security Officer and is responsible for BSA Administration and Facilities Management. Jim is a member of the credit union’s Senior Management Team, ALCO, Marketing Committee, Product Development Team, Core Executive Leadership Team, and Compliance and CRA Committees. Jim joined St. Mary’s Credit Union in 2006 as Vice President of Retail Services.

Jim started his banking career in 1983 with BayBank Middlesex then moved to MetroWest Bank in 1989 where he became Vice President and Director of Retail Banking. Jim was with MetroWest Bank until 2000 when he joined Kaeding, Ernst & Company, LPL as Relationship Manager for a third party investment and insurance program where he worked with a group of community banks in New England. Throughout his career, Jim has held leadership positions responsible for branch transformation and branch network optimization.

Jim is a graduate of Providence College with a Bachelor of Science in Business Administration. He is married to his wife Laura and has three children.

Jim enjoys golf and skiing and is a Special Olympics Ski Team Coach and volunteer.

St. Mary’s Credit Union is an $889 Million credit union located in Central Massachusetts which currently has 7 branches.

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

Download The Latest Agenda

Day Two: July 24th 2020 Focus on What Matters Most: Your Customers & Their Needs in Branch

Friday, July 24th, 2020

9:20 AM Panel REMIX: I’ll Be There For You: Merging the Physical and Digital to Become an On-Demand Institution for Your Customer

The future of your branch lies in the hands of your customer. And their expectations have never been higher. They expect everything from booking a flight, to taking a cab, to getting surgery or having a mattress delivered to fit in with the lives they lead and want to do little work in order to get the things they want. Unfortunately, that rule also applies to their banking. They want a bank or credit union to seamlessly meld with the rest of their life and be there when they need them but leave them alone when they don’t. This is difficult territory to navigate. Thus, understanding what your customer will need from your branches and how you can make those physical spaces fit as easily as possible into your customer’s journey to complete financial tasks should fuel how you strategize for this gigantic piece of infrastructure, otherwise your branches will remain irrelevant. Join this panel to hear more about how financial institutions are starting with the customer and thinking about their branches as another channel that needs to fit right into their customer’s lives.

• Are your online and offline channels siloed internally?

• If so, it’s more than likely that those channels will feel ‘siloed’ to your customer

• How can you blend the digital with the physical and make it feel completely seamless?

• Does it take more than just internal communication?

• What technology must be implemented to integrate all of these activities together?