Saturday, July 13, 2024

Week of Oct. 28

In This Issue…

Survey: People remain highly satisfied with their bank

Nearly nine in 10 Americans with a bank account (88 percent) say they are “very satisfied” or “satisfied” with their primary bank, and 96 percent rate their bank’s customer service as “excellent,” “very good” or “good,” according to a new survey conducted by Morning Consult on behalf of the American Bankers Association.

The survey, unveiled earlier this week at ABA’s Annual Convention in Seattle, also found U.S. adults trust banks more than any other entity – including healthcare providers, non-bank payment providers and the government – to keep their information secure and private.

An overwhelming majority of consumers (93 percent) rated their access to banking services as “excellent” or “good,” according to the survey. Consumers also identified the attribute they value most about their bank. The top five responses include little or no fees (24 percent), security of account and personal information (21 percent), location (14 percent), reputation/trust (12 percent), and customer service (9 percent).

You can read full results to the poll, as well as downloading the infographic with the story, at the ABA website by clicking here.

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Oklahoma Bankers Hall of Fame ceremony set for Dec. 5

The Oklahoma Bankers Hall of Fame will induct its second-ever class on Dec. 5 at the Oklahoma History Center in Oklahoma City.

John V. Anderson, with F&M Bank in Crescent; Mick Thompson, with the Oklahoma State Banking Department; Clark and Wanda Bass, with First National Bank & Trust Co., in McAlester; and Morrison Tucker, a longtime Oklahoma City banker, will comprise the second group to be inducted into the
Hall of Fame, as voted on by a panel of their banking industry peers.

If you are interested in attending the event, please RSVP by Nov. 26 to the OBA’s Nancy McKinnis at (405) 424-5252 or The cost for an individual seat is $70 and $650 for a table of 10.

The ceremony will take place from 11:30 a.m. to 1 p.m. at the Oklahoma History Center, which is located at 800 Nazih Zuhdi Dr., in Oklahoma City

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OBA hosting meet-and-greet with Rep. Mullin

The OBA is hosting a meet-and-greet with Rep. Markwayne Mullin from 11:30 a.m.-12:15 p.m. on Nov. 8 at the OBA offices in Oklahoma City.

All bankers and any guests they would like to bring are invited. No RSVP is necessary, but if you have any questions, please contact Adrian Beverage ( at the OBA.

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OBA education corner …

What are you going as for Halloween this week? Probably should be something warm … and rainproof! As we prepare to hand out our candy (and maybe get some ourselves!), check out the upcoming seminar, webinars, schools and conferences:

  • Mortgage Lending Hot Topics, Nov. 5, webinar — Join Regulatory Compliance Counsel Michael Christians for a recap of mortgage lending compliance issues that financial institutions faced in the second half of 2019 and a look ahead at what to expect in 2020.
  • IRA Basics Seminar and IRA Update/Review Seminars, Nov. 5, Tulsa; Nov. 6, Tulsa; Nov. 7. Oklahoma City; and Nov. 8, Oklahoma City — There are so many pieces to building the IRA foundation of knowledge that it takes a lot of nuts and bolts and “brain-power” to hold it all together. Just when you finally grasp it, they change the rules again! The goal of these two days at each location is to raise your comfort level if you are a rookie and to reinforce your knowledge if you have a higher level of experience.
  • Patch the People – Education for Employees, Boards and Customers, Nov. 6, webinar — One major objective of this session is to highlight the need for continual educational programs for people. Historically, we have trained people for an hour every 365 days. Now compare this to patching our IT systems, which some do monthly. A continual educational program will enable better decision making by employees, board members, and customers every day.
  • Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, Nov. 7, webinar — You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct risk assessments on new products, and learn strategies to increase core deposits.
  • Nailing Your Job of Head Teller, Nov. 8, webinar — The leadership provided by the frontline supervisor is critical to employees’ success enabling them to perform productively and efficiently.
  • Loan Documentation for Secured Commercial Lending, Nov. 12, Oklahoma City — Attend this proactive seminar and receive a thorough overview of commercial lending “loan documentation” with an emphasis on “secured” transactions.
  • Annual Compliance Training for Commercial Lenders, Nov. 12, webinar — Real-life examples are used to explain how applicable regulations apply during the commercial loan application process.
  • Loan Documentation for “Commercial Real Estate” Lending Transactions, Nov. 13, Oklahoma City — Attend this proactive seminar and receive a thorough overview of commercial real estate (CRE) loan documentation.
  • Lending to Active Duty Servicemembers, Nov. 14, webinar — This 90-minute webinar will cover the two federal laws that govern the extension of credit to active duty servicemembers; the Servicemember’s Civil Relief Act and the Military Lending Act.
  • Human Resources Seminar, Nov. 14, Oklahoma City — Whether you’re a current HR manager, recently appointed HR manager, are new to HR or have a non-HR job with HR responsibilities, this course can give you the know-how you need.
  • Legal Account Ownerships, Titles, Sample Sig Cards & Legal Docs, Nov. 14, webinar — This program is an A-Z on account ownership and documentation. We will go from single party accounts to the more complex type of business accounts.
  • 2019 OBA Operations School, Nov. 18-22, Oklahoma City — This school is designed to prepare junior-level officers to mid-level operations managers to manage effectively and efficiently an operations function within a bank.

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