- Events
- Retail Banking / Consumer Lending
Calendar of Events
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Universal Banker
Universal Banker
With reduced in-branch transactions and customer visits and rapidly progressing technology, traditional retail banking functions are becoming obsolete. No longer can a front-line team member say: “It’s not my job!” The front-line banking team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, “universal” banker role. Today’s bank […]
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Retail Banking Leadership Series
Retail Banking Leadership Series
The Branch Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Comprised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management […]
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Retail Banking Officer Forums
Retail Banking Officer Forums
These forums will bring together retail banking officers in a peer-to-peer, small group setting to exchange ideas freely. Attendees will examine pressing issues in today’s ever-evolving regulatory and results-driven environment, solving common challenges, while growing both professionally and personally. Continuing Education Credit Attendees qualify for 5.5 hours of Continuing Professional Education (CPE) credit per session […]
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