Professional development

Bank of America, JPMorgan Chase and United Wholesale Mortgage are among the financial companies teaching employees and recruits technology skills to take on new roles and get better in their current ones.

Companies from Bank of America to PlainsCapital have ditched dull webinars and found more engaging ways to train workers to show empathy to clients and explain bank programs.

Citigroup has started an early intake program in Asia to boost the hiring of women in its investment banking and markets businesses.

Queensborough National Bank and Trust in Georgia is one of several banks aiming to recruit tech-savvy interns through a network of universities and fintech companies.

Virtual training and orientation, including any licensing needed, will begin in July for the bank’s campus hires, with the aim of having new employees at offices in October, Bank of America said.

David Murphy, the credit union's vice president of risk and finance, will succeed Carol Adler, who is retiring.

The new group is made up of leaders from institutions with assets of $300 million or less and aims to help foster collaboration, mentorship opportunities and more.

Mark Kelly will step down next month as president and CEO of the Oklahoma City-based institution. He will be succeeded by the credit union's executive vice president.

Juan Fernandez Ceballos will take the helm at the state league following Paul Stull’s retirement this summer.

Konstantina Baker has been appointed to lead the Fort Wayne, Ind.-based institution following the retirement of longtime CEO Gregory Troutner.

The new leaders include some who succeed retiring chief executives retiring and others stepping in after unexpected departures.

The St. Louis-based institution is the latest in the industry to create an executive-level position focused on diversity, equity and inclusion.

Rodney Hood, a board member and former chairman for the credit union regulator, was selected to fill a seat previously held by Todd Harper, who was recently appointed NCUA chairman.

The Credit Union National Association’s Governmental Affairs Conference, normally the industry's biggest annual event, will be held this week in a virtual setting, a change that would have seemed unthinkable one year ago.

Dana DeFilippis will take the helm at the Chalfont, Pa.-based credit union next month. She succeeds retiring CEO David Whitehead.

Reimagining LGBTQ+ efforts at UBS for improving diversity in their recruitment process

Documents shed light on how two brokers overseeing trainees allegedly called hundreds of phone numbers on Merrill’s Do Not Call list.

Some in the industry are planning in-person events, but the largest meetings are still unlikely to reconvene for a while.

Donna Young, who has spent more than three decades at the Nashville-based credit union, succeeds Joe Spivey, who retired earlier this year.

The Bridgewater, N.J.-based credit union promoted Frank Almeida to president and CEO, the final step in process it began when he was hired in 2014.