The Bank Tellers

Beverly Anderson, President & CEO of BECU, joins for another Credit Union Special onThe Bank Tellers. Her and Zach Anderson Pettet, VP, Fintech Strategy at Money20/20, have a powerful conversation about leadership, innovation, and what’s next for credit unions. 

She shares her remarkable path from Paducah, Kentucky to Harvard Business School and top executive roles at Equifax, Wells Fargo, American Express, and now BECU, one of the largest credit unions in the U.S.

Beverly breaks down how BECU is scaling its mission of financial well-being through community engagement, cutting-edge digital tools, and a new AI-powered platform aimed at helping members achieve financial freedom. She also discusses why trust is non-negotiable in this industry, and how credit unions can lead the charge into the future.

This episode is a must-listen ahead of her keynote at Money20/20 USA — and a powerful reminder of why credit unions are more vital than ever.

BECU
https://www.becu.org/

Follow Beverly: 
https://www.linkedin.com/in/beverly-j-anderson/

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In this episode of The Bank Tellers, Sheryl Chen, Head of Content, Money20/20 Asia, speaks with Kohei Ueda, Head of Digital Transformation at Mizuho Bank’s Global Transaction Banking Department, for a deep dive into how one of Japan’s largest banks is navigating change from the inside out.

Filmed just ahead of Money20/20 Asia, Kohei shares how his team is tackling everything from generative AI and blockchain to building a bank-specific large language model. He opens up about the cultural and operational challenges of digital transformation in legacy institutions, and how Japan’s unique tech-forward approach is setting global benchmarks.

Key Topics Include:

-Why Mizuho is experimenting with blockchain and deposit tokens
-What makes Japan a surprising leader in GenAI adoption
-The importance of machine plus human collaboration in customer service
-How Kohei balances global tech trends with Japan's domestic priorities

Plus, catch Kohei live on stage at Money20/20 Asia in Bangkok!

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In this special pre-Money20/20 Asia episode of The Bank Tellers, Sheryl Chen, Head of Content, Asia, sits down with Deven Somaya, Managing Director and Global Head of Emerging Commerce Solutions at Citi, for a deeply personal and wide-ranging conversation from Singapore.

With over 24 years at Citi, Deven shares insights from his global career journey, including his decision to move from engineering to banking, the evolution of his leadership style, and why embracing change has been his biggest unlock. He also talks about the importance of authenticity at work, tackling imposter syndrome, and the power of giving back, highlighting his work supporting young women in Singapore through fintech and STEM programs.

If you're interested in the human side of financial leadership, the power of mentorship, and how to build a fulfilling career in banking and fintech, this is a must-watch.

Key Topics Include:
-Deven's unexpected entry into banking
-Finding your authentic self at work
-Giving back through STEM education in Singapore
-Confidence, mentorship, and breaking barriers
-What keeps Deven excited about Citi
-Advice for young professionals entering fintech

Citi
https://www.citi.com/

Follow Deven:
https://www.linkedin.com/in/devensomaya/

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Credit Union Special: The Minds Behind the Members

How do credit unions stay competitive in a rapidly evolving financial world? In this special episode of The Bank Tellers, we sit down with Sterling Nielsen, CEO of Mountain America Credit Union, to discuss the future of credit unions, their role in financial inclusion, and how they’re leveraging technology to compete with big banks.

Tune in to hear:
-The secret to Mountain America’s growth and success
-Digital transformation and member experience
-The credit union difference and community impact
-Future trends shaping the financial landscape

Mountain America Credit Union
https://www.macu.com/

Follow Sterling: 
https://www.linkedin.com/in/sterling-nielsen-69064a7/

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Credit Union Special: The Minds Behind the Members

Zach Anderson Pettet, Money20/20's VP, Fintech Strategy, interviews Shruti Miyashiro, President & CEO of DCU (Digital Federal Credit Union).

Tune in to learn how DCU's organic growth has made it one of the largest credit unions in the US, and how its intent to merge with First Tech is poised to create a $30 billion financial institution.

Key topics covered:
-DCU 's growth trajectory
-The impact of the intended First Tech merger on financial services and members
-Why understanding consumer needs is crucial for innovation
-The key to attracting and retaining top talent
-How innovation at DCU comes from every team, not just tech
- Important leadership lessons on creating a legacy, empowerment, and fostering curiosity

DCU
https://www.dcu.org/

Follow Shruti: 
https://www.linkedin.com/in/shrutismiyashiro/

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How do you build a digital bank that truly serves the underserved? In this episode of The Bank Tellers, Zach Anderson Pettet sits down with Rachel Freeman, Chief Growth Officer at Tyme, to explore how the company is redefining digital banking in emerging markets.

Tyme is proving that financial inclusion can be both impactful and profitable. Rachel shares the company’s hybrid approach, which combines digital banking with in-person onboarding through kiosks in retail stores. She discusses Tyme’s expansion from South Africa into the Philippines and Indonesia, explaining how partnerships with major retailers have been key to their success.

She also reflects on the challenges and opportunities of financial inclusion, the role of technology in making banking more accessible, and the lessons learned from building a bank entirely over Zoom during the pandemic.

Learn About:
-Expanding digital banking in emerging markets
-Why financial inclusion is key to unlocking human potential
-The role of retail partnerships in driving adoption
-Lessons from scaling a bank remotely during COVID
-How fintech innovation is reshaping the global banking landscape
And much more!

Tyme

https://www.tyme.com/

Follow Rachel

https://www.linkedin.com/in/rachel-freeman-9372151/

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In this episode of The Bank Tellers, we sit down with Sarah Billings, EVP and Head of Global Payments at PNC, to explore the evolving landscape of payments, technology, and banking innovation. From strategic investments in real-time payments to the importance of "brilliantly boring" banking, Sarah shares how PNC is driving innovation while keeping risk management and compliance at the core. Plus, she shares her thoughts on executive leadership, career growth, and the future of payments.

Tune in to hear:

• How PNC is bridging traditional and modern payment solutions
• The role of banks as technology companies in today's financial world
• Why asking the right questions is key to success in financial services
• And much more! 

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How do you lead digital transformation at a top-10 U.S. bank while keeping innovation at the forefront? In this episode of The Bank Tellers, we sit down with Kelly Buchanan, EVP & Divisional CIO of Enterprise Payments & Wholesale Technology at Truist, to discuss her journey from MasterCard to banking, how Truist is redefining innovation in wholesale banking, and why operational efficiency is just as critical as cutting-edge technology. Plus, don't miss Kelly's unfiltered takes on why fun in the workplace is a non-negotiable, why drinking soda is a major no-no, and the art of balancing work and family life.  

Key Topics:
-Driving digital transformation at a major financial institution
-The intersection of innovation and operational efficiency in payments
-How Truist is shaping the future of wholesale banking
-Lessons on leadership, career growth, and taking smart risks

Truist
https://www.truist.com/

Follow Kelly:
https://www.linkedin.com/in/mrskellybuchanan/

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On the latest episode of The Bank Tellers, Ian Horne, Head of EU Content at Money20/20, sits down with Emma Hagan, CEO of ClearBank, to explore how the UK’s first new clearing bank in 250 years is shaking up financial services. 

Emma shares insights on embedded banking, fintech partnerships, and innovation in payments, plus what it takes to lead a cloud-native, API-driven institution.

Learn about:
-How ClearBank is transforming embedded banking
-The role of fintech partnerships in driving financial innovation
-Why being “comfortable with being uncomfortable” is key to leadership

ClearBank:
https://clear.bank/

Follow Emma:
https://www.linkedin.com/in/emma-hagan-86ba9b10/

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Axos Bank is one of the OG digital banks, but how do they stay ahead in a world where every financial institution is going digital?

In this episode of The Bank Tellers, Zach Anderson Pettet sits down with Michael Pfau, Chief Digital Officer at Axos Bank, to dive into the future of digital banking, how to balance innovation with efficiency, and why being uncomfortable is the key to growth.

Topics Covered:
-The challenge of running a branchless, digital-first bank
-How Axos builds and scales its own tech to stay ahead
-The secret sauce behind Axos’ efficiency and customer experience
-What it takes to be a successful Chief Digital Officer in today’s fintech world
-Lessons from Michael’s time in the Navy and consulting that shaped his leadership

Axos Bank: 

https://www.axosbank.com/

Follow Michael:

https://www.linkedin.com/in/michael-pfau-bb03493/

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