Wells Fargo, one of the most respected banks in the country, turns out to have a poisonous cross-selling culture. What can we learn from the Wells Fargo scandal? How will it affect community banks and credit unions? Honey has three guests that shed their light on the Wells Fargo mess. Rogers Pope Jr. talks about corporate culture and cross-selling from the perspective of his community bank, Julie Story shares her sales and incentives expertise, and Roger Beverage talks about the consequences the Wells Fargo fraud could have on community banks.
About Our Guests
Rogers Pope, Jr. is Vice Chairman and Chief Executive Officer of Texas Bank and Trust Company in Longview, Texas. Rogers assists with the overall management of the bank and its holding companies and is extensively involved in community affairs.
Julie Story is the Executive Vice President for Pinnacle Financial Strategies. Julie is responsible for product enhancements, new product design, launch and product sales/delivery support. She is the creator of the comprehensive SMART Business Banking, a Business Development and Sales Skills training program for Community Banks and Credit Unions.
Roger Beverage has been president and CEO of the Oklahoma Bankers Association since joining the Association in March 1988. Roger has more than 30 years of legal experience in banking matters. He was a trial lawyer for several years before serving as executive vice president of the Nebraska Bankers Association and as the Director of the Nebraska Department of Banking and Finance.
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