• Episode 9: A Family Approach to Underwriting at Tasi Bank

  • 2024/11/08
  • 再生時間： 12 分
  • ポッドキャスト

Episode 9: A Family Approach to Underwriting at Tasi Bank

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  • 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 clients alike. This episode offers a glimpse into how Tasi Bank balances innovation with a people-first philosophy.
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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 clients alike. This episode offers a glimpse into how Tasi Bank balances innovation with a people-first philosophy.
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