If you like this post on the best employee stories in finance, check out our other industry-specific posts. We share the best employee stories in healthcare, hospitality, manufacturing, and tech.

The finance industry might not be the first place you’d think to look for compelling employee stories. However, our latest research into career sites has revealed that the finance and insurance sectors are leading the charge in using video content to showcase their people.

In fact, 82% of finance companies featured on the Fortune 100 Best Places to Work list use videos on their career sites, with 68% of those highlighting real employee experiences. These aren’t just any stories; they are tales of resilience, innovation, and unexpected impact that resonate far beyond the world of numbers and spreadsheets.

While the heroics of healthcare professionals often capture headlines, the finance industry has its own share of inspiring narratives. From navigating market challenges to fostering community impact, these stories showcase the human side of finance. 

In this post, we’re sharing five inspiring finance employee stories that go behind the scenes of a sometimes complex—and often misunderstood—industry.

Five finance employee story examples

What makes finance employee stories so unique is that they can be found in every organization. You don’t need to be a big financial institution or a well-known bank to shine a spotlight on the contributions of your finance team.

Whether it’s a dedicated employee at a credit union or a financial analyst in a healthcare member organization, our featured examples demonstrate how impactful finance professionals can be across various companies. 

DCU: Collections with compassion 

DCU, the largest credit union in New England, employs nearly 2,000 people who serve a community of one million members. Among them are team members with the challenging task of managing collections. Despite the difficulties, DCU’s core value of ‘people come first’ shines through in their approach. These employees go above and beyond to support their members, finding compassionate solutions to help them navigate financial hardships every day.

Discover: Inspired to grow

In the consumer banking sector, customer service representatives play a pivotal role in ensuring customer satisfaction. At Discover, these team members could easily view their positions as ‘just a job,’ but instead, they’ve discovered a journey of personal growth and professional development. This video showcases inspiring stories of how they’ve experienced tremendous support from their teams, grown in their careers, and even achieved financial freedom—all starting from their beginnings as customer service agents. 

College of American Pathologists: A giant confidence boost

A financial analyst working within a non-finance organization can bring immense value to internal teams. We are particularly moved by Enna’s story, who shares her journey of personal and professional growth after securing a new position after navigating her son’s cancer diagnosis and treatment. This inspiring story highlights not only the significant impact Enna has made at the College of American Pathologists but also how the supportive environment has bolstered her career and confidence.

Intact:The impact of IT in insurance

“Helping our clients be resilient in tough times is something I can truly connect with,” says a director of software development at Intact. Although this example features someone outside of a traditional finance role, it powerfully illustrates the passion and sense of purpose that tech team members bring to their work. In an industry not always seen as cutting edge, this story highlights the crucial role of technology in driving innovation and supporting clients through challenging circumstances.

Spectrum: Empowering experienced professionals

Rotation programs are often designed for recent college graduates, but Spectrum’s finance rotation program stands out by taking a different approach. It recruits seasoned finance professionals and rotates them through various teams, providing them with valuable experience and a comprehensive understanding of the business. This video showcases the program’s unique appeal, using real stories to attract potential participants by demonstrating the benefits and experiences firsthand.

Stories are the best way to communicate impact in the finance industry

As these stories illustrate, the finance industry is rich with narratives of personal growth, resilience, and unexpected impact. Each story offers a unique glimpse into the diverse world of finance.

These videos do more than just tell stories—they inspire and humanize the often misunderstood finance sector. They show that behind every spreadsheet and financial statement are real people, each with their own journey and contributions. 

By sharing these experiences, companies not only highlight the meaningful work being done but also attract and connect with prospective employees who are looking for more than just a job—they seek a purpose-driven career.