3 minute read
Message from the Executive Chair
from 2022 Annual Report
by Cape Cod 5
When I chose to join Cape Cod 5 as a part-time commercial lender over three decades ago, I was sure of two things: that Cape Cod 5 was an organization that shared my values and that they shared my goal to make a positive impact on our customers and members of the community. Through the ensuing years, and all the changes in our world, our communities and our customers’ lives, these things have remained constant.
And I would go so far as to say we are passionate about that, as we at Cape Cod 5 have rigorously pursued continuously evolving ways we can support each other and those whom we serve. We’ve expanded the breadth of our services to meet the needs of individuals, families and businesses in our region to include everything from accessible bank accounts for the underbanked to wealth management and trust and investment services. As the leading residential lender in our region, we have received state and national recognition for continuing to ensure that we provide solutions for all people in the community to achieve the goal of home ownership. We’ve innovated and adapted our way from introducing “Internet Banking” before any other bank in our market (way back in the 1990s) to creating and launching a digital portal to support small businesses through the Paycheck Protection Program, and continue to develop more convenient ways for our customers to work with us from anywhere. Our community engagement has evolved from a primary focus on philanthropy to also include our operations as a responsible business, advancement of financial know-how and the talents and time of all of our employees in giving back. And we’ve been proud to become one of the largest employers and top nationally recognized workplaces in the region.
As a steward of this 168-year-old institution, I have long known that my primary role was to ensure that this high performing, values-based culture of service would continue well into the future. I have been privileged to work with a remarkable team that enabled the Bank to take an important next step during 2022, with Matt Burke stepping into the role of CEO and Bert Talerman becoming President in May. As Matt and Bert have been part of my executive team, actively involved in every area of our operations and service, our customers, employees and community members can be very confident about the future of this institution. During my year as Executive Chair, I have clearly seen that, with their leadership, along with senior management and the entire team of dedicated and talented employees, Cape Cod 5 will continue to pursue its mission of enriching lives.
As I prepare for my official retirement in the coming months, I want to thank all of our customers and community members for the trust that you’ve placed with us. I often hear from individuals about the ways that Cape Cod 5 and our team have made a positive impact in their lives — whether it is having guidance to be able to purchase their perfect ‘forever home’ or receiving comfort and empathy in dealing with the tragedy of losing a loved one. We are grateful that you turn to us every day, and especially during those difficult moments when you most need guidance and someone that you can rely upon. Cape Cod 5 will always continue to be here for you.
Finally, to my Cape Cod 5 family of colleagues, Trustees and Corporators: it has been my honor to share these past years with you. I am so grateful to have had the opportunity to work with so many fine people. We’ve shared many laughs and stood shoulder to shoulder through some very challenging times. You’ve touched my life and taught me so much, and I’m so proud to have you all carry on our mission for our customers, community members and one another.
With gratitude and warm thoughts,
Our Mission
Enriching Lives
Our mission is simply stated, but there’s so much meaning behind it. We work each day to enrich the lives of those we serve — from supporting the financial health of our customers to helping to sustain the vibrancy and vitality of our communities to creating meaningful opportunities for our employees. OUR
Values
As we carry out our mission, Cape Cod 5’s values are ingrained in every aspect of our business and guide us in each interaction we have with our customers, employees and communities.
