Universal Banker: SWARM Banking & Branch Transformation


A holistic service approach that focuses on the customer experience can drive efficiency through the entire organization. Extraco’s SWARM Banking™ is more than a cross training, rotation, and technology method used to create a successful universal banker in this new bank era. In this webinar, discover a proven methodology with measurable results.

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

Learning Objectives

  • Learn how the customer experience affects efficiency
  •  Experience a new comprehensive universal banker training
  •  Discover new methods of measuring results


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.

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