Florida Banking April 2023

KUDOS

T D Bank announced a five-year Community Benefits Plan (CBP), developed in coordination with the National Community Reinvestment TD Bank Announces 5-Year, $50B Community Benefits Plan

To identify areas of greatest need in communities across 22 states and Washington, D.C., the bank solicited feedback from NCRC leadership and non profit groups from both TD and First Horizon markets through months of consultation. TD will meet annually with the NCRC to discuss and measure progress on the elements of the plan. “TD Bank brought dedication and open minds to the meetings with NCRC members that brought us this strong and promising agreement,” National Community Reinvestment Coalition President and CEO Jesse Van Tol said. “The deal we just signed will ensure that communities of need see tangible increases in resources and economic opportunity in their neighborhoods — as every bank merger is legally required and morally bound to do. This agreement reflects the hard work of our members and the bank’s staff in numerous ways, including TD’s commitment to opening 25 new physical bank branches in marginalized communities – the largest such pledge to date by any of the 20-plus banks that have signed onto a community benefits agreement with NCRC members. I applaud everyone involved for bringing the candid, constructive energy these deals require to our meetings and producing such a robust final package.”

C apital City Bank recognized 29 of its best and brightest sales and service leaders at its annual Star Summit event, held February 15 at the Ritz-Carlton Reynolds, Lake Oconee in Greensboro, Ga. Tallahassee Central Underwriting Manager Daria Ibach received additional recognition as the recipient of the distinguished Mountain Mover award. The Mountain Mover is awarded annually to an associate who consistently goes above and beyond to help clients, both internal and external. Never saying, “That’s not my job,” they move mountains for their clients and perform every task with a smile on their face. Ibach inspires the service culture of her entire team by modeling the example of someone who serves cheerfully and puts others’ needs first. Her service-focused leadership and above-and-beyond efforts drive meaningful improvements that benefit both her business partners within the company as well as the clients the bank serves. The Mountain Mover award is one of four top honors conferred at Star Summit. Tyler Stapleton Coalition (NCRC). The CBP will provide an estimated $50 billion of impact to local communities across TD Bank’s expanded U.S. presence following the approval and closing of its planned acquisition of First Horizon Corporation. This plan will provide lending, philanthropy, banking access and other activities for the benefit of diverse and underserved communities. “Banks have an important role in providing economic opportunity and supporting changes that help Low- and Moderate-Income (LMI), diverse and underserved communities achieve their financial goals,” said Leo Salom, president and CEO of TD Bank. “This is rooted in the belief that our business only does well when the people we serve are flourishing. Our Community Benefits Plan builds on TD Bank’s and First Horizon’s long standing focus on our communities. We are excited to continue this focus in First Horizon markets as we move forward with combining our two organizations. Thank you to the NCRC and its member organizations for their collaboration and critical insight as we developed an effective plan that addresses the priorities and needs of the communities we serve.”

Capital City Bank Announces Top Sales and Service Leaders of 2022

Tyler Stapleton

Daria Ibach

received the Ripple Effect award, given to the top referrer — the associate who is always on the lookout for opportunities to deepen client relationships. They expertly translate their clients’ needs and make qualified connections with the areas of the bank that provide solutions. Stapleton was recognized for his contributions in 2022 while serving as president of Citrus, Hernando and Pasco counties.

WWW.FLORIDABANKERS.COM APRIL 2023 — 29