When did you start your banking career?
Lucas: I started at Wells Fargo in 2011 as a Teller and then became a Teller Manager. When I came to Merchants, I knew I wanted to work for a bank I believed in and one that is there for the community. Electronic Banking is a great fit for me because I like helping our customers solve problems. Plus, there’s a lot of variety with my job, which I really enjoy.
What is your top electronic banking tip?
Lucas: There are a couple of things that can make using Online Banking easier for our customers.
First, when you’re reviewing your accounts online, make sure check the available balance and not the current balance. The available balance is what you actually have available to spend. Sometimes the difference can be confusing, so make sure you’re looking at the right balance before you make a purchase.
When completing online transfers, review the details of the transfer and click the confirm button. If you don’t click confirm, the transfer won’t go through.
What’s one thing your mom or dad taught you about money?
Lucas: Don’t impulse buy. Wait a few days and if you still want that particular item, then go buy it.
If you could ring the bell at the New York Stock Exchange with anyone, who would it be and why?
Lucas: My kids. Hazen is twelve and Ada is ten. My wife and I try to teach the importance of experiences and I think that would be a very memorable experience for them.
Besides money, what’s your favorite green thing?
Lucas: Any golf course. I started golfing when I was five years old and actually worked at a golf course in Pennsylvania for ten years – it was really fun.