C-suite

Anna Lo, a former NCUA examiner who previously led Pacific Transportation FCU, will take the helm next month, following the retirement of longtime CEO Lourdes Cortez.

The process will see the state's largest credit union split its president and CEO roles until longtime chief executive John Reed retires in January 2023.

Casey Klein will begin leading the Montana-based institution next month after current CEO Darla Card retires.

The bank will divvy up Owen's responsibilities among three other executives, including Kate Danella, who will become chief strategy and client experience officer.

With R. Scott Blackley planning to leave for a role at a health-insurance startup, the credit card giant is promoting longtime executive Andrew Young.

Chief Operations Officer Jerry Schmidt will take over at the Rapid City, S.D.-based institution in early January.

Elizabeth Magennis recently served as the New Jersey company's chief lending officer. ConnectOne also hired Michael O'Malley, a former OnDeck Capital executive, as chief risk officer.

Harris Simmons, the chairman and CEO of Zions Bancorp. in Salt Lake City, said in a letter to employees that he was recently diagnosed with a form of non-Hodgkin’s lymphoma and would be pursuing a treatment plan over the next several months.

Joseph Lebel's promotion follows a third-quarter loss as the New Jersey company company looks to get ahead of credit issues by selling high-risk loans.

Carla Rasetta is stepping down after a decade at the helm of the Massachusetts-based institution.

A former Fifth Third executive recently accused the company of failing to deliver on a promise to make him president because he’s in his mid-50s. The case offers important lessons in hiring and succession planning as the banking industry cuts costs and seeks out younger, digital-savvy managers.

Tina Sbrega, who has been a pioneer in areas including pot banking and credit unions buying banks, will stay on as chair of a subsidiary of the institution.

Fifth Third Bancorp promoted Chief Risk Officer Jamie Leonard to succeed Tayfun Tuzun, who will become chief financial officer of BMO Financial Group on Jan. 1. Both companies made other executive moves at the same time.

Todd Sheffield has announced his intention to step down from the Santa Rosa, Calif.-based institution, which he has led since 2003.

John Lewis, who is currently general counsel for the New York-based credit union, will take over for CEO William Predmore, who is retiring at the end of the year.

Aissatou Barry-Fall, a 30-year veteran of the credit union, has been promoted to chief executive.

Jay Williamson will take over at the Sierra Vista, Ariz.-based institution after Brian Barkdull retires.

Ann Goldinak will take the helm of the New Jersey-based credit union when John Culp retires in December.

Gail DeBoer has announced her plans to retire in early 2021 after more than three decades at the Nebraska-based institution.

While some institutions have held off on staffing up for new projects, many mission-critical positions at the executive level are still being filled. It may take until well into 2021 before normal patterns return.