If your bank’s social media feels stale, inconsistent and like a virtual ghost town, you’re not the only one! The good news? There are proven, simple ways to get back on track.

A strong social media presence is still one of the fastest ways to grow awareness, reach new audiences, and build trust with current and future customers. But how do you do it?

Here's your quick-fix rescue plan, featuring the same tactics our team at forbinfi uses to help banks and credit unions build scroll-stopping, community-ready feeds that actually work.

Related: 12 Content Ideas for Engaging Financial Social Media Posts

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Words to Know

Before you walk the walk, you gotta talk the talk! So, first things first — let’s establish what the words we use in relation to social media actually mean. Understanding these terms will help you analyze the performance of your posts.

Social Media Glossary

  • Interaction: Any action a user takes in relation to your content (like, comment, favorite, share, click)
  • Impressions: Total number of times your content is displayed
  • Reach: Total number of unique users who have seen your content
  • Engagement Rate: Number of total interactions divided by the total reach or impressions
  • Organic Reach: Number of unique users who see your content without paid promotion
  • Paid Reach: Number of unique users who see your content as a result of paid advertising
  • Retargeting: Advertising that specifically targets users who have previously interacted with your website or content
  • Conversion Rate: Percentage of users who take a desired action after interacting with your content, calculated by dividing the number of conversions by the total visitors
  • Click-Through Rate (CTR): Percentage of users who click on a link or ad after seeing it, calculated by dividing the number of clicks by the number of impressions

Understand Your Audience

Now that we’ve established some basics, who is your audience? You might know who you’re talking to, but does your data back that up? Taking a look at your social media platforms’ demographics will help you understand if you’re using the proper language and imagery to reach them.
Examples of social media posts created for F&M Bank

Example: Want to reach college students planning to buy their first home soon? Does your social media reflect that? If not, try this:

  • Adopt a language that feels like a conversation with your target audience.
  • Represent that generation in your imagery.
  • Determine what your audience wants to know and address those items. Do they have questions about the homebuying process? Do they know how to acquire a loan?
  • Consider sharing expert tips that will appeal specifically to your target audience.

Need help realigning your content? Talk to forbinfi’s social team — it's what we do!
Speak to a Social Media Specialist Online

Personalize Your Brand

Consistency is key — but personality sells.

One of the best ways to build a strong social media presence is by having it be immediately recognizable. Establishing visual branding such as fonts and colors is the biggest piece of that.

  • First, nail down your visuals: fonts, colors, logo treatments.
  • Then, decide on your brand voice.
  • Are you:
    • Informative and helpful?
    • Witty and fun?
    • Inspirational?
    • Luxurious? Minimalist? Down to earth?

If your look feels out of date, it might be time for a bigger brand refresh. Our Branding Services can help you lock in a style guide you’ll actually stick to and benefit from.

Related: Bank Branding: 6 Ways to Strengthen Your Bank's Identity

Fresh Content Ideas to Post Right Now

You’ve got the basics down. Great — now what? And where do you start? Here are just a few ideas to get the ball rolling.

Social Media Ideas to Try

  • Community Involvement: Post about donations, awards, scholarships, etc. to get the community excited!
  • Expert Tips: Provide insights from your team! Remember that you can also have some fun with this. Consider listing a fun fact plus a relevant tip.
  • Product Highlights: Spotlight specials, unique perks, promos and anything that sets you apart.
  • Upcoming Events: Highlight upcoming seminars, shred days, events you’re sponsoring, or any other relevant community events.
  • Testimonials: Many consumers rely on the internet to provide reviews. Highlight some of your success stories with quotes from happy customers.
  • Seasonal Tips: Provide tips that are relevant to the time of year. If you’re a big ag bank, consider what farmers are doing throughout the year. If you want to promote student loans, think about the timeframe when parents and students will be searching for loan options. If the holidays are coming up, post holiday savings tips.
  • Behind the Scenes: There’s a reason so many people prefer a community bank over a national bank. Share fun behind the scenes highlights such as “A Day in the Life of a Lender,” “Tour the Bank,” or “Banking Q&A.”
  • Banking Tips: Educate your customers on cybersecurity, budgeting, or other hot topics such as mortgages, credit scores, and retirement funds. 

Need more? Check out our popular blog on 12 Social Media Content Ideas for Banks.

Test and Tweak

Don’t be afraid to test things out. Testing is how you learn what your audience really wants — not just what you think they do. You may be surprised at what content performs better!

Try:

  • A/B testing headlines, images, or calls-to-action (CTAs).
  • Running two versions of a post to see which pulls more clicks.
  • Applying the same idea to email subject lines for your bank newsletters.

Example: Try using the same image with two different captions or the same caption with two different images.

Watch Metrics, But Don't Obsess

While it’s important to pay attention to what your audience is telling you, keep in mind that the number of likes and comments is not always indicative of whether your audience finds the content valuable.

  • People engage emotionally — so staff and community posts featuring familiar faces might consistently outperform credit card promos or homebuying tips in raw likes. And that’s okay.
  • That doesn’t mean your “boring” posts have no value! A post with low likes or comments but strong click-throughs still moves the needle.

Think about your own Facebook feed. The posts with the most engagement are often big life updates — new jobs, babies, engagements. That doesn’t mean other posts aren’t valuable; we’re just more emotionally compelled to interact with certain types of content.

Keep a healthy mix: culture + products + tips + brand stories.

Brand Consistency

As we mentioned earlier, consistency really is key! Keep the style and aesthetic of your page cohesive.

  • Use the same colors, fonts, logo placement.
  • Train your team so every post maintains the same tone and feels like your brand.
  • Templates and style guides will be your best friend in this!

Consider Paid Social

You’ve implemented the necessary changes. Your page looks good. So why do you still not have followers?

Organic reach only goes so far. A little ad spend can go a long way, if you target it smartly.

  • Facebook Ads: Local reach, big general audience. Always geo-target your branch areas!
  • LinkedIn Ads: Great for B2B and partner networking — think realtors, accountants, business owners.

Pro Tip: Set your ad budget carefully. LinkedIn requires a $10/day minimum. As for Facebook, make sure to familiarize yourself with advertising best practices for financial institutions.

New to paid ads? Learn about forbinfi’s Paid Social and SEM Services.

Speed-Round Tips

Always include links to your website, blog, or landing pages.

Social media’s primary goal is brand awareness, so make sure you’re giving viewers the tools they need to take action. Link to your website, the product you’re mentioning, or a related blog post whenever possible.

Reply to comments and DMs.

Don’t forget to reply to comments and messages! Engaging with your audience, and other accounts, is a great way to establish yourself as a key player in your community.

Tag partners, schools, and community groups.

Boost engagement by tagging relevant organizations in your posts. For example, if you donated to a school, tag them in your post. If they share about it, repost it to your page.

Post at smart times — skip Monday mornings or late Fridays.

It's tempting to hit “post” as soon as you’re done drafting up an image and caption, but timing matters. As a general rule, avoid posting on Monday mornings, late Fridays, and weekends — unless the content is time-specific.

Keep photos crisp — skip the grainy phone shots.

Avoid grainy photos with low-resolution or poorly lit images. While community and behind-the-scenes photos don’t need to be perfect, aim for clarity and good lighting to keep your feed polished.

Use Canva’s Brand Kit to stay on style.

Branding quick-fix checklist graphic

Canva offers millions of customizable templates. Use the Brand Kit to add your logo, apply consistent fonts and colors, and remove photo backgrounds with one click. Start with a template, then make it your own.

Review your page’s aesthetic as a whole.

Scroll through your Facebook or LinkedIn feed. Look at your Instagram grid. Does your profile feel cohesive, or is it a mismatch of loud colors and muted tones? This is what potential customers see, so be sure to make it count.

Make it all work together.

Align your social plan with your website content, SEO, email campaigns, and paid ads. Running a local loan promo? Tie that into your next Facebook push.

Need help building this out? Our full-service marketing team is here when you’re ready.
Check Out Our Marketing Services

Key Takeaways

To sum it up?

  • Be consistent.
  • Be authentic.
  • Be responsive.
  • Be intentional.
  • Align your efforts.

Need help putting this plan into action? forbinfi's social media and content team is here to help your bank stay visible, consistent, and relevant.
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