Bankers Trust

Life after graduation can bring a new wave of opportunities and responsibilities your way. Once you receive your degree and embark on post-graduate life, you may realize you have several questions related to handling your finances. Check out this week’s Education Center article where we answer some of the most common questions and outline key tips you can implement to help you make the most of this exciting new chapter. https://lnkd.in/g7QqbbCn

Our Go Green committee, whose mission is to provide practical guidance to help Bankers Trust integrate sustainable practices into its culture, has been busy this Earth Month. From partnering with Polk County Conservation on a tree restoration project in Strasser Woods to an upcoming Trash Bash volunteer outing, our team members love opportunities to get outside and make a difference in our community!

In addition to the two individual Employee Volunteer Award winners we shared this week, Bankers Trust recently recognized the bank’s DEI Committee with the 2023 Teamwork Impact Award. The DEI Committee was recognized for their ongoing partnership with Catholic Charities Diocese of Des Moines' refugee resettlement program. The committee regularly assists with apartment set-ups and teaches financial literacy classes to refugees as they join our community. Each Employee Volunteer Award winner was able to direct a $2,500 donation to the nonprofit of his or her choice. The DEI Committee chose Catholic Charities to receive their donation. Thank you for your contributions, DEI Committee! 2023 DEI Committee members are pictured with Don Coffin, CEO and President. 

Bankers Trust will never call or text you asking for your personal information. If you receive a text message that appears to be from Bankers Trust and is asking you to verify a transaction on your account by clicking on a link, do not reply to the text, click the link or provide your online banking credentials. Learn how text message scams work, how to protect yourself and what to do if you think you’ve been targeted: https://lnkd.in/g9s4bdfB

Cole McClelland, Commercial Real Estate Relationship Manager, received the bank’s 2023 Community Development Award during our recent Employee Volunteer Awards for his dedication to improving our community by helping make affordable homeownership a reality for Central Iowa residents.  Cole is on the boards of Polk County Housing Trust Fund, HOME, Inc., and Neighborhood Finance Corporation (NFC), and plays a big role in helping the bank maintain an outstanding CRA rating through his work on our Commercial Real Estate team. In 2023, Cole was president of the Polk County Housing Trust Fund board, which allocated millions of dollars to create 450 new housing units in Polk County, 152 of which will be for people earning 30% of our median income. Each Employee Volunteer Award winner was able to direct a $2,500 donation to the nonprofit of his or her choice. Cole chose Polk County Housing Trust Fund to receive his donation. Thank you for your contributions, Cole! Cole is pictured with Don Coffin, Bankers Trust CEO and President.

Our latest episode of the Community Difference Makers podcast features Sophia Ahmad, Vice President of Philanthropy of the WesleyLife Foundation and host Emily Abbas. Listen as Sophia shares the important work WesleyLife is doing to support the independence, health and well-being of older adults wherever they call home. She also shares more about the WesleyLife Foundation, an exciting update on their recent Meals on Wheels capital campaign, how you can how you can support aging adults in need, and more. https://lnkd.in/gWHk6rRs 

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At a special awards luncheon leading up to National Volunteer Week, Bankers Trust honored our top employee volunteers for their outstanding volunteer service in 2023. This year’s recipient of the Community Impact Award was Shea Murgallis, Electronic Banking Systems and Data Analyst, for his dedication to conservation efforts and improving the quality of life for people in our community. Shea volunteered 175 hours in 2023, mostly with Polk County Conservation. Shea helped with everything from seed harvesting to invasive species removal to litter pick-up. Shea was also a part of the bank’s Go Green Committee’s Giving Garden efforts in 2023, which yielded 400+ pounds of produce for a local food pantry. Thank you for your contributions, Shea! Each Employee Volunteer Award winner was able to direct a $2,500 donation to the nonprofit of his or her choice. Shea selected Polk County Conservation to receive his donation, to assist with expanding their volunteer efforts. Shea is pictured with Don Coffin, Bankers Trust CEO and President. Stay tuned for posts about our other award recipients later this week!

Each year, Community Banking Month reminds us of the valuable opportunities we have to positively impact the customers, businesses and communities we serve. We live out our role as a community bank in a variety of ways, including through volunteerism, event sponsorships, charitable giving, homebuyer education, and more. Check out some of the ways our team has been out and about in our communities over the last few months. + Retail team members honored at our Consumer Spring Dinner + Phoenix team members Amanda Hamilton and Sergio Estrada at ACCELL Days + Cedar Rapids team members at Big Brothers Big Sisters of Cedar Rapids and East Central Iowa’s Bowl for Kids’ Sake + Members of our Risk, Compliance and Legal teams volunteering with Families Forward + Kristin Parrott, Cedar Rapids Private Banking Officer, at the African American Museum of Iowa’s ribbon cutting. Kristin is second from right in the front row.

One of the biggest challenges for pre-retirees and retirees is finding the right person to handle their investment portfolio in retirement. It can seem like a daunting and stressful task to choose a financial professional to manage your life savings, but educating yourself on your options is a great first step. Learn about the differences between a salesperson and an advisor: https://lnkd.in/g37f9CCg