Many FIs are thinking about or attempting to transition from traditional tellers/CSRs into some form of a Universal Banker/Branch Employee.
And yet, for many, an effective transition remains elusive. While each FI is unique, there are common questions that bankers have about making this transformation:
- How do you bridge over from Tellers/CSRs to Universal Bankers?
- What changes are needed in the physical branch to achieve Universal Employee success?
- What kind of training is needed for Universal Branch Employees?
- What can be done to limit employee turnover during the Universal Employee transition?
- Just how universal are the tasks that a UBE would undertake?
- How can you create a meaningful incentive/bonus program for UBEs?
Join us for this extended Universal Branch Employee banking webinar, FAQ and practical examination of how to make the Universal Banker/Branch Employee transformation a smooth and successful one for your institution.
David Peterson has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title. David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials. David is currently President of U.S. Dataworks. He serves on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.
1.5 CPE Credits & 1.8 AAP Credits