Practice and client management

The store-branded credit card issuer is expanding from three sales divisions to five, a move that CEO Brian Doubles says will help by “aligning our organization for faster growth and execution.”

Government records detail dozens of complaints from company staffers related to COVID-19. The documents shed light not only on safety protocols at the nation’s fourth-largest bank, but also on employee relations at a firm that’s been dogged by scandal.

Sarah Dahlgren, who joined the scandal-plagued company in 2018, is departing of her own accord, according to a spokesman.

GreenState Credit Union's agreements to buy community banks in Illinois and Nebraska renewed the debate over whether federal tax exemption gives credit unions an unfair competitive advantage.

Sherry Cornell, who has led the Ashtabula, Ohio, credit union since 2002, is stepping down next month.

Despite concerns about the scope of information that companies would have to provide about risks linked to climate change, some of the largest institutions are seeking to collaborate with the agency as it develops a framework for informing investors.

Last year, many banks made big, splashy pledges to advance racial equity. Now some of those banks are seeking to hold executives accountable for those efforts through their paychecks.

Cypress Trust in Palm Beach is poised to pull off a rarity: the conversion of a wealth management firm into a community bank. It’s simply another way to take advantage of the ongoing melding of the two financial services sectors, CEO Dana Kilborne says.

The pandemic was certainly a factor, but the Mississippi company says its decision to concentrate interactive teller machines in drive-through lanes and retrain employees who appear on-screen made a big — and potentially lasting — difference.

The investment in Finitive is one of a number of technology agreements that the commercial lender has struck recently in an effort to broaden its reach.

Charlotte Cash will step down from CommonWealth One Federal Credit Union in Alexandria, Virginia, and Glenna Jarvis plans to leave her position at Missouri Central Credit Union in Lees Summit.

The bank is launching a business called Morgan Health aimed at improving employee benefits and promoting health equity, first for JPMorgan’s workers and then for other large companies.

Morgan Stanley Chief Executive James Gorman unveiled his biggest leadership shake-up in more than a decade, positioning a small group of lieutenants — and two in particular — as his most likely successors.

Deutsche Bank must be ready for possible acquisitions once consolidation in European banking accelerates, CEO Christian Sewing said, the clearest hint yet that he’s considering deals again halfway through his four-year turnaround program.

The Springfield, Virginia, credit union named Scott Benson, its chief operating officer, to succeed Lynette Smith as chief executive.

The consumer and community banking unit of the nation's largest bank will be run by Jennifer Piepszak and Marianne Lake, two would-be contenders for the CEO role when Jamie Dimon retires. The company also named a new chief financial officer.

Dean Marchessault will be succeeded by Senior Vice President Howard Brady at the East Hartford, Connecticut, credit union.

Michael Butler relied on partnerships with tech startups in areas such as checking and mobile banking to turn Radius into a digital-only bank before its sale to LendingClub. As the new CEO of Grasshopper Bank, he plans to strike similar deals to expand beyond business lending.

JPMorgan Chase has named two executives to key technology posts, including the first Black chief information officer of a company unit; Ally Financial's chief digital officer has bolted for Live Oak Bancshares; and Amalgamated Bank has landed a veteran Australian banking executive as its new CEO.

FinTrust Capital Partners in South Carolina has $2 billion of assets under management.