Chuck Marshall
Manager

Chuck Marshall
Wichita KS

Wichita, KS

1605 N Waterfront Parkway
Suite 200
Wichita, KS 67206

Industry Areas

Service Areas

Chuck improves the financial performance of community banks through strategic planning, management consulting, and enterprise risk management. With over 20 years of experience in the banking industry, he advises bankers toward optimal solutions that address both bank and community needs.

A reliable resource, Chuck’s background includes serving as a consumer, real estate, and commercial lender, ATM network manager, credit card portfolio manager, and in various management positions. He assists community banks in compliance, marketing, succession planning, operations, policies and procedures, internal controls, and capital planning. He also facilitates team building and outlines action steps so bank’s leadership teams can attain success in lean and good times. For example:

  • Guiding the board and new management team of a mid-sized community bank to develop a strategic plan that included a new vision statement, mission statement, and core values (for all employees) as well as action plans to increase communication, growth, and profitability.
  • Providing regulatory compliance consulting, including help desk, coaching, and testing, for a banking client through more than a decade of regulation changes and successful examinations.
  • Offering more than 10 years of strategic planning services so a mid-sized community bank could increase leadership expertise while undergoing significant senior management turnover and board retirements.

Fostering trustworthy relationships in the banking industry excites Chuck. He brings new ideas that get to the root of a problem. Community bankers know that when working with Chuck, their success is his #1 purpose and priority.

Education

Graduate School of Banking, Madison, WI
B.A., business administration, concentrations in statistics and communications, Ohio University
Intermediate school of Banking
Kansas-Nebraska Bankers Regulatory Compliance School

Credentials

CRCM certified (Certified Regulatory Compliance Manager)

Public Speaking

American Bankers Association
Independent Bankers of Colorado
Kansas Bankers Association

Professional Associations

American Bankers Association
Heartland Compliance, founder and board member
Independent Bankers of Colorado
Institute of Certified Bankers, CRCM designation
Kansas Bankers Association

Civic Associations

St. Anne Church: Parish Council, Cantor, and Choir Musician

Personal Interests

Likes great food of all kinds—mexican, chinese, barbeque, seafood
Owns and plays a more than a dozen stringed instruments—not at the same time

Recent Insights related to Chuck Marshall

Clarity for Marking the Aggregated vs. Multiple Transactions Box

By Heather Campbell, CIA While we are told to “aggregate” transactions on a Currency Transaction Report (CTR), that does not mean we are to mark the aggregated transactions...

Updates to ACH Rules

By Rhonda Broekemeier In the world of payment processing the rules are in constant evolution. Are you aware of the recent changes that impact financial institutions? NACHA has...

Avoiding M&A Failure: More than a Numbers Game

By Vikki Nicometo From a high-level view, what is the number one goal for a bank or organization? Speak with any bank executive and she or he will tell you that what they really...