Universal Banker Series


The role, look, and feel of the bank branch will continue to evolve. Ensure your executive leadership and teams are prepared for the transitions branches will experience in the near future. Join WBA, in partnership with Extraco Consulting, for a full 5 part Online Certification series discussing the concept and duties of the Universal Banker.

Who Should Attend: Operations Administrator, Operations Manager, Training & Development Manager, Training Coordinator


Click each session below to learn more!

April 10 – Universal SWARM Banking & Branch Transformation

April 24- Universal Banker: Recruiting, Hiring, & Training

May 8- Universal Banker: Products & Marketing

May 29- Universal Banker: Processes

June 12- Universal Banker: Technology & Physical Spaces




Lindsay Green
Extraco Consulting

Lindsay Green has a background in innovation, project management, marketing, information technology and information systems management, retail banking, alternative delivery channels management, operations, and public relations. While in management at Extraco banks, she was responsible for retail innovation, alternative delivery channels, customer care, retail sales, retail training, talent development and retail hiring. Prior to Lindsay’s career at Extraco, she was a part of a leadership team that initiated a de novo bank and grew the bank from de novo status to a mature community bank. Since 2011, Lindsay has been assisting community banks across the United States through Extraco Consulting with retail branch transformation strategies, management consulting services, marketing outsourcing, and more.

Holly Garza
Director of Client Service Delivery
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 $975 $0
Bank Nonmember $1245 $0
Affiliate Member $975 $0
Affiliate Nonmember $1245 $0

Season Pass Members receive 4 individual logins to every webinar


Additional Info

Participants will earn 5.0 CPE credits

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