As Thanksgiving approaches, it’s a fitting time to honor financial services industry leaders who dedicate themselves to uplifting junior professionals, especially those contributing to Banking+.
These high-profile bankers across the U.S. have generously shared insights that offer not only career direction but also inspiration, showing the importance of mentoring in a complex and competitive field.
Here’s a recap of some of their words of wisdom, categorized into key themes that support and guide emerging financial services professionals.
The Key to a Successful Career in Banking
The Importance of Continuous Learning
Jim Donnelly of Wayne Bank in Honesdale, Pa., champions the importance of “lifelong learning and adaptability.” In today’s rapidly evolving financial landscape, Donnelly urges young bankers to “stay curious and committed.” He emphasizes the value of structured mentorship, which he sees as vital for navigating industry complexities.
The Power of Mentorship in Banking
Keith Costello, Drew Saito, and Corey LeBlanc, co-founders of Locality Bank in Fort Lauderdale, offer similar encouragement. LeBlanc advises, “It’s not about technology being the business; it’s about enhancing relationships with customers.” Their shared insights urge newcomers to balance technological innovation with genuine human connection. Costello encourages the bold, “Learn banking inside and out, then start your own community bank,” providing a worthy reminder about the essential role of a community-centered bank.
Standing Out in a Crowded (Banking) Market
Creating Unique Value Propositions
Bob Marino, Executive Chairman of Trusted Land Transfer in Philadelphia, draws on his South Philadelphia roots, advocating for bankers to have resilience and differentiation. Marino advises young professionals to “create value by offering something others don’t or can’t,” a mentality rooted in a desire to stand out through service and ingenuity.
Embracing Innovation
Wade Huckabay President of All America Bank DBA Redneck Bank in Mustang, Oklahoma, demonstrates how innovation can be intertwined with tradition. When he noticed deposits shifting to larger institutions, Huckabay launched Redneck Bank to serve his community with humor and charm. “Innovation doesn’t mean abandoning tradition,” he reflects, exemplifying the power of staying true to one’s roots while embracing change.
The Human Side of Banking
Building Strong Relationships
Lars Eller, President and CEO of F&M Bank in Ohio, underscores that a successful career in banking involves more than technical skill. “Leadership is about showing up for people,” he says, recalling how he supported a team member during a late-night error. His message emphasizes empathy and resilience, qualities that build trust and foster lasting professional relationships.
Work-Life Balance
Dan Yates, CEO and Co-Founder of Endeavor Bank in San Diego, shares a lesson he wishes he’d learned earlier: “Relax more and focus on work/life balance.” Yates’ advice highlights the importance of delegating, trusting, and empowering others—a Thanksgiving reminder of the benefits of nurturing a healthy balance between professional demands and personal well-being.
Building Strong Local Relationships
The Importance of Human Connection in a Digital Age
Brett McDowell, CEO of Victory Bank in Lubbock, Texas, embodies the spirit of community banking.
Raised on a ranch in New Mexico, McDowell credits a mentor for opening his eyes to the role a bank can play in a community. McDowell’s journey into banking led to the founding of Victory Bank, where he combines traditional values with forward-looking innovation. He advocates for hiring individuals who are not only talented but also empathetic and authentic, fostering a “relationship-driven” environment.
Combining Tradition and Innovation
McDowell’s advice for aspiring bankers? “Stick to core principles, day in and day out.” He highlights the importance of balancing technology with personal service, ensuring that banking remains a human-centered profession.
Fostering Community Engagement
Building Lasting Relationships
Tim Schneider, CEO of Bank Five Nine in Oconomowoc, Wisconsin, brings warmth and generosity to his community with initiatives like “Tim’s Treat,” where he surprises local businesses and community members with acts of kindness, from covering salon costs to giving away fair tickets.
Schneider believes these small gestures create lasting bonds and help his bank stand out. He remarks, “People are shocked that we’re just out doing these random acts of kindness, without any strings attached.” His emphasis on authentic connection and community engagement shows how banks can strengthen ties with the people they serve.
A Foundation of Humility
Drawing on his journey from immigrant to industry leader, Miguel Alban, now a Senior Vice President at Customers Bank, Malvern, Pa., emphasizes humility and service. His key message? “Be humble… Just be a good person. That’s what’s in your mind. It’s in your heart.”
He encourages young professionals to prioritize honesty, giving, and helping others. His past serves as a reminder that, in banking, success comes from character and commitment to making a positive impact on the community.
Shaping the Future of Banking with Mentorship
As we give thanks this season, Banking+ honors the dedication of mentors like those cited here. They (and banking industry leaders like them) are a steady reminder that that the banking profession is as much about personal growth and community impact as it is about finance. The guidance of these industry leaders not only shapes the next generation of bankers but strengthens financial-service providers as a whole, fostering a legacy of compassion, wisdom, and resilience.
This Thanksgiving, we celebrate these mentors who reach down to lift others, sharing not just skills, but stories, insights, and encouragement.
