Universal Banker: Recruiting, Hiring, & Training

IT, Technology, & Operations

Learn how to increase the quality of the hiring model through technology, using a certified panel, and unorthodox questioning. Improve customer and employee retention by creating an enhanced, consistent customer and employee experience by developing a training program that reduces on the job training. In this webinar, learn how to reduce turnover with ongoing development and engagement strategies beyond the initial training process.

Who Should Attend: Operations Administrator, Operations Manager, Training & Development Manager, Training Coordinator, Human Resources Director, Talent Engagement Specialist

Learning Objectives

  • Learn how to improve the hiring model
  • Discover new ways to improve on the job training
  • Identify strategies to reduce turnover with ongoing development


Holly Garza
Managing Director of Financial Institution Consulting
Extraco Consulting
While in management at Extraco Banks, Holly Garza was instrumental in the development of Extraco’s proprietary retail banking methodology, SWARM Banking®, and was responsible for its implementation into Extraco’s culture. Additionally, she helped build grow the retail training program into the fully comprehensive new hire, continuing education, and leadership development program that is in place today. Holly has experience supporting all retail functions; including branch and alternative delivery channel production, talent development, training, and customer experience quality. She also initiated and led the project management of new processes, procedures and products to enhance both the customer and employee experience. Since 2011, Holly has been assisting community banks across the United States with universal banker strategies and process improvement efficiencies through Extraco Consulting.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.


Click here to register online