Episode 10: Mavericks in Banking—A Bold Approach to Community and Brand
Tasi Bank Podcast Navigating Small Business Lending
Release Date: 11/08/2024
Episode 15: Endurance and Excellence—Shelby Borenstadt on Supporting Leadership at TASI Bank
Tasi Bank Podcast Navigating Small Business Lending
In Episode 15 of Making Waves, host Alan Gaul, VP of Marketing at TASI® Bank, welcomes Shelby Borenstadt, Senior Administrator, for an energizing conversation about what it takes to support executive leadership in a fast-paced banking environment. Shelby, a former executive assistant at Discover Health and a competitive ultra-marathoner, shares how her discipline, organization, and stamina—both on and off the trail—translate into her high-performance role. From managing schedules for five senior executives to thriving under pressure, Shelby gives listeners a behind-the-scenes look at...
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Episode 14: Precision and Discipline—Credit Analysis Meets Competition Shooting
Tasi Bank Podcast Navigating Small Business Lending
In Episode 14 of Making Waves, host Alan Gaul sits down with Andrew Woolard, a credit analyst at Tasi Bank. They explore the meticulous world of credit analysis, highlighting the importance of thoroughness, consistency, and precision. Andrew shares insights on his background in competition shooting and how the discipline required in sports directly influences his professional approach. From evaluating creditworthiness to mastering Steel Challenge shooting, this episode sheds light on the crossover between sports and work ethic. Tune in for an engaging conversation on focus, strategy,...
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Episode 13: Making Waves in Loan Support | Robert Beresford
Tasi Bank Podcast Navigating Small Business Lending
In Episode 13 of Making Waves, host Alan Gaul sits down with Robert Beresford from Tasi Bank’s Loan Servicing Department. They dive into the critical role of loan support, the impact of technology on efficiency, and how team dynamics influence the loan processing experience. Robert shares insights into current challenges, including manual data entry and communication improvements between systems. The episode also touches on Robert’s recent trip to China, exploring economic stability, cultural experiences, and how workplace culture at Tasi Bank fosters productivity and morale.
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Episode 12: Banking, Relationships, and a Swing at Client Engagement
Tasi Bank Podcast Navigating Small Business Lending
In Episode 12 of Making Waves, host Alan Gaul sits down with Shawn McKenna, a relationship manager at Tasi Bank. They explore the evolving landscape of banking, the significance of client relationships, and the impact of interest rate changes on customer expectations. Shawn shares how banking goes beyond competitive rates, emphasizing trust, engagement, and value-driven service. The conversation takes a fun turn as they discuss sports, family life, and the highly anticipated golf tournament, which serves as a unique way to strengthen client relationships. The episode wraps up with personal...
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Episode 11: Big Wave Dave—Navigating Banking Trends and Economic Shifts | President @Tasi Bank
Tasi Bank Podcast Navigating Small Business Lending
In Episode 11 of Making Waves, host Alan Gaul sits down with Dave Joves, the president of Tasi Bank, to discuss the evolving economic landscape and its impact on businesses in California. They explore the Bay Area’s unique economic strengths, challenges in commercial real estate, and how businesses can adapt to shifting interest rates. Dave shares his expert perspective on financial trends, the future of banking, and how Tasi Bank supports clients through market uncertainties. The episode wraps up with key insights on housing affordability, business relocations, and what’s ahead for the...
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Episode 10: Mavericks in Banking—A Bold Approach to Community and Brand
Tasi Bank Podcast Navigating Small Business Lending
In Episode 10 of Making Waves, host Alan Gaul speaks with Alty Falvey and Mike Nettleton about the unique branding journey of Tasi Bank’s Maverick brand. They discuss how Tasi Bank stands out in the financial industry by embracing innovative marketing campaigns, community-driven initiatives, and bold steps into areas like cannabis banking. This episode explores how Tasi Bank balances a professional yet playful brand image across social media, maintains engagement with the community, and builds campaigns that resonate deeply with its audience. The episode closes with insights into future...
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Episode 9: A Family Approach to Underwriting at Tasi Bank
Tasi Bank Podcast Navigating Small Business Lending
In this episode of Making Waves, host Alan Gaul sits down with James Gerber, an underwriter at Tasi Bank, to discuss the bank’s unique, client-focused approach to underwriting. James shares insights into how Tasi Bank values a deep understanding of its clients, integrating technology and AI into underwriting to improve efficiency while maintaining a personal, relationship-driven approach. The conversation also explores the bank’s family-oriented culture, where events like the Tasi Invitational Golf Tournament and casual lunchtime conversations foster strong connections among colleagues and...
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Interview with Paul McKairnes, President & CEO of Irish Productions
Tasi Bank Podcast Navigating Small Business Lending
In this special episode of Making Waves, host Alan Gaul sits down with Paul McKairnes, President and CEO of Irish Productions, the team behind Tasi Bank’s podcast production. Paul shares insights into the evolution of digital signage, Irish Productions’ journey from a print brokerage company to a leader in digital signage, and the benefits of digital screens over traditional print. From enhanced visibility and customizable scheduling to the role of artificial intelligence in keeping content fresh, Paul explains how digital signage is transforming customer engagement. Tune in to discover...
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Episode 8: The Role of a Credit Analyst with Robin Cartago
Tasi Bank Podcast Navigating Small Business Lending
In this episode of Making Waves, host Alan Gaul sits down with Robin Cartago, a seasoned credit analyst at Tasi Bank. Robin opens up about his journey in credit analysis, the crucial role of assessing borrowers' creditworthiness, and the collaborative efforts between credit analysts, relationship managers, and underwriters. The episode also explores the future of credit analysis, including the impact of AI and emerging trends that could reshape the field. Listeners will gain a unique perspective on how credit analysts manage risk and build long-term, trust-based relationships with clients—a...
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Episode 7: Navigating Cybersecurity and Innovation in Digital Banking
Tasi Bank Podcast Navigating Small Business Lending
In this episode of Making Waves, host Alan Gaul speaks with Rommel Cahayag, Digital Banking Manager at Tasi Bank. They discuss the evolution of digital banking at Tasi Bank, the importance of cybersecurity, managing technical issues, and future trends in the banking industry. Ramel shares insights on how Tasi Bank is becoming a digital-first institution and the innovative solutions being implemented to enhance customer experience.
info_outlineIn Episode 10 of Making Waves, host Alan Gaul speaks with Alty Falvey and Mike Nettleton about the unique branding journey of Tasi Bank’s Maverick brand.
They discuss how Tasi Bank stands out in the financial industry by embracing innovative marketing campaigns, community-driven initiatives, and bold steps into areas like cannabis banking.
This episode explores how Tasi Bank balances a professional yet playful brand image across social media, maintains engagement with the community, and builds campaigns that resonate deeply with its audience.
The episode closes with insights into future trends in digital marketing, emphasizing authenticity, collaboration, and inclusivity.
