Insights / Hiring & Retention

Hiring & Retention

For the banks. How to hire producers and credit officers, keep them through a cycle, and read a hiring window before your competitor does.

This track is for the buyers. Twenty-five years of placing production and credit talent has taught me the same lesson over and over: the hire is the easy part, and the retention is where the value is won or lost. These are the reads I'd give you on a call, not the ones that sound good in a pitch.

October 9, 2026

When the banker moves, the deposits follow

Mortgage lenders just watched their producers walk while they eyed the wrong threat. In the lower middle market, the deposits walk with them.

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October 2, 2026

Finance now has 3 open seats for every hire

BLS counts 3.2 open seats per hire in finance and insurance, up from 1.8 a year ago. With quits near 1.0 percent, the banker you want isn't applying.

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August 18, 2026

A 0.9 percent quits rate is borrowed time

Finance and insurance quits fell to 0.9 percent in June, the lowest of any private industry. Your people are staying because moving got expensive.

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August 5, 2026

The cost to move a banker just went up

July's ADP data has job changers getting 7 percent while financial services leads every sector in retention pay. Your comp anchor is stale.

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June 22, 2026

The long view: why I'll talk you out of the wrong hire

The fastest way to lose a placement is to push the wrong one through. Here's why I won't, and why it's the most valuable thing I do.

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More lands here as Jon writes it — roughly two pieces a month.