Who are you, and what do you do?
What has been one insight or lesson that has been most helpful in your career?
To seek understanding of processes to either support the process or improve the process.
What has been your favorite mistake? A mistake that in retrospect led to a great lesson and progress.
I once had a conversation with a client that was in an open area. I received feedback that I wasn’t careful with keeping the conversation quiet. From there on I have been very cautious with customer privacy.
Project forward ten years. How will your industry or field be fundamentally different then? What opportunities do you see?
Banking will be done digitally. There are opportunities to create a convenient experience for clients.
What are some bad recommendations you hear in your profession or area of expertise?
There are at times recommendations to find short term solutions as opposed to solving the actual problem.
In the last two years, what have you become better at saying no to?
I’m better at saying no to taking on every issue and having others find the solution to their problems.
What is the one book you recommend most often and why?
Stephen Covey’s 7 Habits of highly effective people. It helps develop successful habits.
What advice would you give a smart and ambitious recent college graduate? What advice should they ignore?
You’re going to be told no! People you look up to may make you feel like your ideas are not of value. Keep your passion and persevere.
What is your favorite quote, one you aim to live by?
If the mind can believe it, you can achieve it.