Universal Banker: Processes
Explore the streamline processes that allows the most efficient yet customer-centric lobby experience. See how Extraco improved efficiency throughout an organization and built a stronger culture of teamwork and how banks can do the same.
Who Should Attend: Operations Administrator, Operations Manager, Branch Manager, Training & Development Manager, Training Coordinator, Universal Banker
- Learn strategies for a successful lobby experience for customers
- Discuss how to implement team work ideals
- Consider ideas for improvements in team efficiency
Managing Director of Financial Institution 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.
|Pricing For||Price||Season Pass|
Season Pass Members receive 4 individual logins to every webinar
Participants will earn 1.0 CPE credit
Field of Study: Specialized Knowledge
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.