In this podcast, listen as Senior Relationship Manager, Damian Babineaux, and Systems Manager, Larry Blunt, describe how JMFA is leveraging technology to provide greater value to its clients. Specifically, they will discuss how the cloud-based Privilege Manager CRM® software enables greater collaboration, more proactive and thorough analytics, and robust reporting to benefit clients in getting the most from their JMFA NEXT GENERATION OVERDRAFT PRIVILEGE® program.

Episode Highlights

• 0:40    Introductions
• 1:40    How have the software has evolved over time
• 2:49    Changes to the software from the user perspective 
• 4:08    Advantages of moving to the cloud
• 7:33    Quality data assists with attaining stronger teamwork and partnership 
• 8:29    How enhancements have affected our clients 
• 10:30  Achieving a collaborative user experience
• 13:28  Feedback from clients on the evolution of the software  
• 16:49  Most meaningful advantages for clients
• 21:36  Final thoughts

Studies show training improves productivity, employee satisfaction, and motivation—all of which boosts staff retention. In this episode, JMFA trainer, Roy Seifert, enlightens us with stories of why training is an easy win for all—from employees to account holders and your organization. Whether its increased morale and job satisfaction or enhanced customer experience and loyalty, training is a valuable tool that should be part of every organization’s plan for success.

EPISODE HIGHLIGHTS:

1:00 Why ongoing training is important 

1:56 How can training apply during a pandemic

2:51 Taking the opportunity to learn something new personally or professionally

3:30 How can training enhance productivity and more

4:10 What the prime motivators are for retention

5:02 How creating connection contributes to employee retention 

6:43 Final thoughts Roy 

Listen to this podcast to determine if you’re getting the very best deal from your vendors or if there is room for improvement in your existing or upcoming contracts. Kelly Flynn and Mary Soergel share their expertise and insight for how to secure maximum savings you’re due, and they disclose the best time to get started. More importantly, given the current challenges and need to find ways to boost the bottom line, they offer helpful advice for creating a positive impact in both the short-term and years to come. 

As consumers start to receive stimulus payments there is no specific provision in the CARES Act for collecting on negative balances or accounts previously charged off due to a negative balance.  This episode features a discussion of the potential reputational risks and compliance concerns. 

In light of the coronavirus pandemic, JMFA CEO John Cohron offers initial key takeaways and shares insight on how community banks and credit unions can adjust their overdraft programs in order to support their account holders, while also mitigating losses.