Performance Review Tips That Really Work
Banking Out Loud
by PCBB
1M ago
In this episode of Banking Out Loud, host Nancy Ozawa discusses the value of performance reviews and how to effectively prepare for them with Laurie Battaglia, CEO of Aligned at Work. Laurie emphasizes the need for employees and managers to discuss the format and frequency of reviews that will be most helpful. She also provides tips for employees on how to prepare for performance discussions, the role of managers in creating a positive culture of feedback and growth, and the importance of open communication, curiosity, and continuous improvement in the performance review process.   Guest ..read more
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Preventing Cyber Attacks – Insights from a US Secret Service Agent
Banking Out Loud
by PCBB
3M ago
In this episode of Banking Out Loud, US Secret Service agent Stephen Dougherty joins hosts Sonia Portwood and Nancy Ozawa to discuss cybercrime and the Secret Service’s mission to protect and secure the US financial and economic infrastructure. Stephen shares examples of types of cybercrime, including business email compromise schemes, romance scams, work-from-home scams and deep fakes, and explains how technology tools, including AI, have made these schemes more sophisticated than ever. He also provides tips on when and to which law enforcement or relevant authority suspicious activity should ..read more
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The Art of Intentional and Successful Communication
Banking Out Loud
by PCBB
4M ago
In this podcast episode, host Sonia Portwood discusses the importance of communication skills and ways to improve them with guest Alyson Van Hooser, a keynote speaker and trainer focused on multi-generational leadership. Alyson shares tips emphasizing the need for intentional communication and understanding the stories of others to connect with them effectively. Also, hear the three-step listening technique that can not only improve communication but also ensure the results you want from almost any conversation.   Host: Sonia Portwood Chief Sales and Marketing Officer PCBB   Guest: A ..read more
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Strategy Before Structure: A Roadmap for Succecss
Banking Out Loud
by PCBB
7M ago
In this episode of Banking Out Loud, we discuss the importance of putting strategy before structure when launching new products, services, and strategic initiatives. Guest Ryan Canin, CEO and Co-Founder of DocFox, shares insights on the importance of defining clear objectives and strategies before adopting new technologies or selecting vendors. Hear practical approaches to optimize your innovation journey and understand how to avoid common pitfalls, ensuring that your institution remains efficient, competitive, and customer-focused. Host: Nancy Ozawa Senior Vice President Marketing | PCBB Gues ..read more
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Achieving Disney-level Customer Service - The Mouse Is In The House!
Banking Out Loud
by PCBB
10M ago
Excellent customer service can be a crucial differentiator for businesses. Done well, it can help your institution attract and retain customers and drive bottom-line results. Join us as Dennis Snow walks us through proven principals for delivering outstanding customer experiences. As an ex-Disney leader and now full-time speaker, trainer and consultant on all things customer service excellence, Dennis discusses the strategic tools that help differentiate your services from others and helps create an engaged workplace, so that customer satisfaction is the primary focus of the entire team. &nbs ..read more
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All About Crypto and Blockchain Technology
Banking Out Loud
by PCBB
11M ago
There is a lot to understand when it comes to cryptocurrencies, blockchain technology and the associated regulation. We talk with Div Pandya, Principal at FS Vector, to help us understand it all. Hear about the different types of digital assets, current regulation as well as thoughts on what could be next. We also explore blockchain technology with a look at current and potential uses related to banking.   Host: Nancy Ozawa Senior Vice President, Marketing PCBB Guest: Divij Pandya Principal FS Vector Email: dpandya@fsvector.com Connect with Div on LinkedIn    ..read more
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Sticky Business: Increasing Customer Loyalty
Banking Out Loud
by PCBB
1y ago
It's always a good time to focus on keeping your customers happy and loyal. In this episode of Banking Out Loud, we sit down with Sushil Wenholz and Paul Louderman of Customer Communication Group to discuss ways to increase customer loyalty — including 3 tips to get started and key mistakes to avoid.   Host: Nancy Ozawa Senior Vice President, Marketing PCBB Guests: Sushil Wenholz VP, Creative Director Customer Communications Group, Inc. sushil@customer.com Paul Louderman SVP, Account Management Customer Communications Group, Inc. paul.louderman@customer.com Learn more about Customer Commu ..read more
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Extraordinary Sales Results: Tips, Mistakes, The Value Equation
Banking Out Loud
by PCBB
1y ago
Archie Kelley, Managing Principal of SalesPhysics and creator of The Value Equation, joins us to discuss his sales technique aimed at creating a pathway to extraordinary sales results. Archie explains how value is at the core of successful selling, and provides three tips to boost success and three mistakes to avoid. Host: Sonia Portwood Chief Sales and Marketing Officer PCBB Guest: Archie Kelly Managing Principal SalesPhysics, LLC archie.kelly@salesphysics.com www.salesphysics.com Connect with Archie on LinkedIn ..read more
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Real-Time Payments - The Path to Modernization Part 2: A Look at the Future
Banking Out Loud
by PCBB
1y ago
In this part 2 of our payments episode series, host Sonia Portwood sits down with PCBB's Allen Sztukowski to discuss what the future of real-time payments looks like.  Including the soon-to-launch FedNow program, anticipated technology and functionality changes, and tips to help you prepare. Host: Sonia Portwood Chief Sales and Marketing Officer PCBB Guest: Allen Sztukowski Senior Vice President, CAMS Operations | PCBB Resources: Faster Payments Council: https://fasterpaymentscouncil.org/Guides-Research  FedNowSM Service: https://explore.fednow.org/     Transcript: Sonia (0 ..read more
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Mind, Body and Banking
Banking Out Loud
by PCBB
2y ago
Host Sonia Portwood sits down with executive coach and leadership consultant Dr. Susan Bernstein, to discuss managing – and even harnessing – anxiety and stress in order to confidently navigate today’s ever-changing (banking) landscape. Host: Sonia Portwood Chief Sales and Marketing Officer PCBB Connect with Sonia: LinkedIn Guest: Dr. Susan Bernstein, MBA, PhD Executive Coach & Leadership Consultant Connect with Susan: www.DrSusanBernstein.com | LinkedIn | Instagram | YouTube  Resources: Breathwrk App ..read more
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