『Ep. 49: From Teller Windows to Mobile Apps: How Banking Adapts Across Generations』のカバーアート

Ep. 49: From Teller Windows to Mobile Apps: How Banking Adapts Across Generations

Ep. 49: From Teller Windows to Mobile Apps: How Banking Adapts Across Generations

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 Banking is changing fast—and generational dynamics are at the heart of that shift. In this episode of The Great Retention, Kamber sits down with Stacy Brandon, President, Bank of America Upstate South Carolina, to explore how customer expectations and leadership styles are evolving across generations. Stacy discusses balancing the in-person service that Boomers prefer with the digital-first experiences Gen Z expects, and how COVID accelerated both digital adoption and AI use. She shares why the “voice of the client” must guide change, especially as different generations respond to financial uncertainty in very different ways. Stacy and Kamber also discuss professional development, emphasizing how banks can engage and develop talent through ERGs, mentorship, and barrier-breaking leadership. In the future, she foresees Gen Z and Gen Alpha as the ones bringing some generation-specific strengths to the banking and finance industries. This episode offers a front-row view of how generational change is reshaping finance and leadership—make sure this one's at the top of your podcast list for the week. To learn more about Bank of America's investment in the Upstate region, visit their website: https://about.bankofamerica.com/en/local/the-upstate To learn about their Better Money Habits resources: https://bettermoneyhabits.bankofamerica.com/en. To read their Gen Z 2025 Financial Health Report: https://newsroom.bankofamerica.com/content/dam/newsroom/docs/2025/BofA_BMH_Report2025_V3.pdf.
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