The Bank Tellers podcast

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

The Bank Tellers

1
Rachel Freeman, Chief Growth Officer, Tyme 31:34

約 5 日前31:34

31:34

How do you build a digital bank that truly serves the underserved? In this episode of The Bank Tellers, Zach Anderson Pettet sits down with Rachel Freeman, Chief Growth Officer at Tyme, to explore how the company is redefining digital banking in emerging markets. Tyme is proving that financial inclusion can be both impactful and profitable. Rachel shares the company’s hybrid approach, which combines digital banking with in-person onboarding through kiosks in retail stores. She discusses Tyme’s expansion from South Africa into the Philippines and Indonesia, explaining how partnerships with major retailers have been key to their success. She also reflects on the challenges and opportunities of financial inclusion, the role of technology in making banking more accessible, and the lessons learned from building a bank entirely over Zoom during the pandemic. Learn About: -Expanding digital banking in emerging markets -Why financial inclusion is key to unlocking human potential -The role of retail partnerships in driving adoption -Lessons from scaling a bank remotely during COVID -How fintech innovation is reshaping the global banking landscape And much more! Tyme https://www.tyme.com/ Follow Rachel https://www.linkedin.com/in/rachel-freeman-9372151/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Sarah Billings, EVP, Head of Global Payments at PNC 15:28

約 12 日前15:28

15:28

In this episode of The Bank Tellers, we sit down with Sarah Billings, EVP and Head of Global Payments at PNC, to explore the evolving landscape of payments, technology, and banking innovation. From strategic investments in real-time payments to the importance of "brilliantly boring" banking, Sarah shares how PNC is driving innovation while keeping risk management and compliance at the core. Plus, she shares her thoughts on executive leadership, career growth, and the future of payments. Tune in to hear: How PNC is bridging traditional and modern payment solutions The role of banks as technology companies in today's financial world Why asking the right questions is key to success in financial services And much more! Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Kelly Buchanan, Divisional CIO & EVP, Enterprise Payments & Wholesale Technology at Truist 22:56

約 19 日前22:56

22:56

How do you lead digital transformation at a top-10 U.S. bank while keeping innovation at the forefront? In this episode of The Bank Tellers, we sit down with Kelly Buchanan, EVP & Divisional CIO of Enterprise Payments & Wholesale Technology at Truist, to discuss her journey from MasterCard to banking, how Truist is redefining innovation in wholesale banking, and why operational efficiency is just as critical as cutting-edge technology. Plus, don't miss Kelly's unfiltered takes on why fun in the workplace is a non-negotiable, why drinking soda is a major no-no, and the art of balancing work and family life. Key Topics: -Driving digital transformation at a major financial institution -The intersection of innovation and operational efficiency in payments -How Truist is shaping the future of wholesale banking -Lessons on leadership, career growth, and taking smart risks Truist https://www.truist.com/ Follow Kelly: https://www.linkedin.com/in/mrskellybuchanan/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Emma Hagan, UK Chief Executive Officer at ClearBank 17:13

約 26 日前17:13

17:13

On the latest episode of The Bank Tellers, Ian Horne, Head of EU Content at Money20/20, sits down with Emma Hagan, CEO of ClearBank, to explore how the UK’s first new clearing bank in 250 years is shaking up financial services. Emma shares insights on embedded banking, fintech partnerships, and innovation in payments, plus what it takes to lead a cloud-native, API-driven institution. Learn about: -How ClearBank is transforming embedded banking -The role of fintech partnerships in driving financial innovation -Why being “comfortable with being uncomfortable” is key to leadership ClearBank: https://clear.bank/ Follow Emma: https://www.linkedin.com/in/emma-hagan-86ba9b10/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Michael Pfau, Chief Digital Officer at Axos Bank 23:00

5 weeks前23:00

23:00

Axos Bank is one of the OG digital banks, but how do they stay ahead in a world where every financial institution is going digital? In this episode of The Bank Tellers , Zach Anderson Pettet sits down with Michael Pfau, Chief Digital Officer at Axos Bank, to dive into the future of digital banking, how to balance innovation with efficiency, and why being uncomfortable is the key to growth. Topics Covered: -The challenge of running a branchless, digital-first bank -How Axos builds and scales its own tech to stay ahead -The secret sauce behind Axos’ efficiency and customer experience -What it takes to be a successful Chief Digital Officer in today’s fintech world -Lessons from Michael’s time in the Navy and consulting that shaped his leadership Axos Bank: https://www.axosbank.com/ Follow Michael: https://www.linkedin.com/in/michael-pfau-bb03493/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Erica Khalili, Co-founder and Chief Legal & Risk Officer at Lead Bank 18:57

6 weeks前18:57

18:57

On the latest episode of The Bank Tellers, Zach Anderson Pettet, VP, Fintech Strategy at Money20/20, sits down with Erica Khalili, the Chief Legal & Risk Officer at Lead Bank. This unfiltered and honest convo dives into the bank’s transformation from a traditional community bank to a fintech-forward institution. Erica shares the unique journey that led her and her co-founders—who come from tech, data science, and fintech backgrounds—to acquire Lead Bank. She explains why they saw an opportunity to bridge the gap between fintech and banking and how they’re working to make bank-fintech partnerships more transparent, efficient, and scalable. Key topics include: - Why banks and fintechs often struggle to work together—and how to fix it - The role of AI and automation in compliance, risk management, and fraud detection - Whether fintechs should actually pursue bank charters or just partner with banks instead - How regulatory uncertainty is shaping the future of embedded finance - How fintech thinking is reshaping traditional banking Plus, tune in for the real debate: Who has the best BBQ in Kansas City?! Lead Bank https://www.lead.bank/ Follow Erica https://www.linkedin.com/in/erica-khalili-48138570/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Credit Union Special: Dietrich Kuhlmann, CEO of Navy Federal Credit Union 17:55

7 weeks前17:55

17:55

In this special edition of The Bank Tellers , we’re diving deep into the world of credit unions with Dietrich Kuhlmann, President & CEO of Navy Federal Credit Union—the world’s largest credit union. Scarlett Sieber, Chief Strategy and Growth Officer at Money20/20, caught up with Dietrich to discuss: -The evolution of Navy Federal and its mission to serve military members & families -How Navy Federal has NEVER had a single layoff in 91 years -The role of digital transformation & AI in personalizing member experiences -The future of credit unions and their impact on financial services -Dietrich’s leadership philosophy and the best career advice he’s ever received Tune in for an exclusive look at how Navy Federal Credit Union is redefining financial management for service members and their families. Navy Federal Credit Union: https://www.navyfederal.org/ Follow Dietrich: https://www.linkedin.com/in/dietrich-kuhlmann-b055a216/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Eyal Lifshitz, Founder & CEO of Bluevine 14:52

8 weeks前14:52

14:52

Small businesses are the backbone of the economy, but banking hasn’t always worked in their favor. Enter Bluevine, the fintech building a financial operating system tailored for small businesses. In this episode of The Bank Tellers, Eyal Lifshitz, Founder & CEO of Bluevine, sits down with Micky Tesfaye to share how his company has evolved from offering credit lines to a full-scale banking platform—serving 500,000+ small businesses and providing over $14 billion in capital. They go more in depth about: -The secret sauce behind Bluevine’s success -How AI is shaping the future of financial services -What’s next for fintech, banking regulations, and embedded finance -And much more Bluevine: https://www.bluevine.com/ Follow Eyal: https://www.linkedin.com/in/eyallifshitz/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Michelle Draper, CMO of First Citizens Bank 22:06

9 weeks前22:06

22:06

Dive into the latest episode of The Bank Tellers as Zach Anderson Pettet sits down with Michelle Draper, CMO of First Citizens Bank, for a candid conversation about authentic leadership, innovation, and transformation during tumultuous times. Wondering how Silicon Valley Bank (SVB) transformed after the merger with First Citizens? Hear what it was like during the challenging, but ultimately rewarding transition period. Michelle details how her team rebuilt trust, redefined their brand, and integrated two distinct corporate cultures, all while ensuring their customers were taken care of. Discover how First Citizens leverages its 125 years of client-centric banking expertise to fuel innovation and support customers' dreams, all while navigating the rapidly evolving financial landscape. Plus, hear Michelle's thoughts on the role of embedded finance in banking, and why financial services marketing is always keeping her challenged and fulfilled in her career. First Citizens Bank https://www.firstcitizens.com/ Follow Michelle: https://www.linkedin.com/in/michelledrapersf/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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George Gresham, CEO of Green Dot 16:52

10 weeks前16:52

16:52

We sat down with the CEO of Green Dot during Money20/20 USA! Mickyy Tesfaye, Head of Content at Money20/20, sits down with George Gresham, for a candid, can't-miss conversation about business, leadership, and some really good life advice. With over two decades of innovation in financial services, Green Dot has evolved from pioneering general-purpose reloadable cards to leading the charge in embedded finance with their new platform, ARC. George shares insights on Green Dot’s journey, the challenges of navigating regulatory frameworks, and how their unique approach to integrating fintech solutions sets them apart. From hiking the Appalachian Trail to honing a leadership style defined by honesty, transparency, and steadiness, George’s perspective offers a mix of wisdom, innovation, and practicality. Key topics include: -The evolution of embedded finance and its future potential -Why regulatory compliance is essential for fintech success -George’s philosophy on leadership and staying focused -The role of AI in reshaping financial services -What it takes to build trust and longevity in fintech Green Dot: https://www.greendot.com/ Follow George: https://www.linkedin.com/in/george-gresham-26a6505/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Giorgi Shagidze, CEO of maib 27:49

11 weeks前27:49

27:49

From FaceID onboarding to tripling mobile customers, Giorgi Shagidze, CEO of maib, is shaking up Moldova’s largest bank. In this episode, Money20/20 Europe’s Head of Content, Ian Horne, interviews Giorgi to uncover how maib: Captured 37% of the SME market in just three years Powers 70% of loans and deposits through its app Pioneers AI for chatbots, risk, and customer insights And much more! Giorgi shares his no-nonsense approach to customer-centric banking, creating strategic fintech partnerships, and why agility is the key to staying ahead. Plus, he shares his unfiltered thoughts on the future of banking, his favorite innovations, and what keeps him up at night. maib: https://www.maib.md/en Follow Giorgi: https://www.linkedin.com/in/shagidze/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Melissa Eggleston, Chief Deposit & Operations Officer at nbkc bank 26:43

14 weeks前26:43

26:43

In this episode of The Bank Tellers, Money20/20 VP of Fintech Strategy, Zach Anderson Pettet, chats with Melissa Eggleston, nbkc bank's Chief Deposit & Operations Officer, for an unfiltered conversation. They explore the art of authentic leadership and building meaningful partnerships in the banking world. Melissa shares her journey, offering insights into how trust, humor, and asking the right questions have helped her navigate the complexities of the financial ecosystem. She also delves into the unique role of Midwestern authenticity and humor in fostering genuine connections and creating a leadership style that resonates with others. From the importance of direct relationships in a fast-evolving industry to balancing work, life, and innovation, this conversation is packed with practical advice and thought-provoking takeaways for all fintech leaders and enthusiasts. nbkc bank https://www.nbkc.com Follow Melissa: https://www.linkedin.com/in/melissaeggleston/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

1
Phill Rosen, Chief Technology Officer at MoneyLion 21:37

15 weeks前21:37

21:37

In the final installment of The Bank Tellers: NYC Edition, Scarlettt Sieber, Money20/20's Chief Strategy & Growth Officer, sits down with Phill Rosen, the global CTO of MoneyLion. They talk about everything from the evolution of banking, to the importance of consumer-centric approaches, to the role of technology in fintech. They discuss how MoneyLion differentiates itself by prioritizing consumer needs over its own products, the challenges and opportunities presented by regulation, and the significance of collaboration in improving consumer outcomes. Phill also shares insights on building a seamless consumer experience using AI and the strategic decisions behind building versus buying technology solutions. MoneyLion https://www.moneylion.com/ Follow Phill: https://www.linkedin.com/in/phrosen/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Rodrigo Suarez, Chief Banking Officer at Piermont Bank 26:27

16 weeks前26:27

26:27

In this episode of The Bank Tellers , Money 20/20's VP of Fintech, Zach Anderson Pettet, sits down with Rodrigo Suarez, Chief Banking Officer of Piermont Bank, to explore the journey of one of the few de novo banks chartered in recent years. Rodrigo shares how Piermont’s focus on digital-first, non-traditional distribution channels—starting with embedded banking and fintech partnerships—has allowed them to carve out a unique space in the market. He highlights Piermont’s emphasis on speed, flexibility, creativity, and reliability, enabled by its clean slate as a new bank without legacy tech debt. It's a great conversation that explores how Piermont redefines relationship banking in a modern and forward-thinking context. Piermont Bank https://www.piermontbank.com/ Follow Rodrigo: https://www.linkedin.com/in/rodrigosuarezu/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

The Bank Tellers

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Clare Cusack, President & CEO, New York Bankers Association 30:25

17 weeks前30:25

30:25

The Bank Tellers takes New York City! Scarlett Sieber, Money20/20's Chief Strategy & Growth Officer, had a fantastic face-to-face conversation with Clare Cusack, President & CEO of the New York Bankers Association. They talk about the vital role of advocacy in banking, the challenges posed by regulatory burdens, and how the pandemic fundamentally changed almost everything in the industry. Clare goes more into depth on the importance of AI and fintech collaboration, and the future priorities for the NYBA, emphasizing its commitment to creating more inclusivity and community in the banking sector. New York Bankers Association https://nyba.com/ Follow Clare: https://www.linkedin.com/in/clarecusack/ Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20…

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The Bank Tellers

The Bank Tellers

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Scott ComfortPlus Toilet Paper, 12 Double Rolls, 231 Sheets per Roll, Septic-Safe, 1-Ply Toilet Tissue

Amazon Basics Clear Thermal Laminating Plastic Paper Laminator Sheets, 9 x 11.5-Inch, 200-Pack, 3mil

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