Banking is in the midst of a technological revolution. The rise of smartphones, tablets, video tellers and other forms of electronic banking is continuing to reduce the number of in-branch transactions. Branch footprints are shrinking when new branches open or old locations are remodeled. However, the need for comprehensive financial advice continues to grow across all demographics. Banks must begin to address how they manage staffing in this new environment and many institutions are turning to a “universal banker” model - a banker/teller hybrid position. This seminar will discuss the pros and cons of the universal banking model and provide best practices in branch design and technology requirements to help you determine the right fit for your organization.
Key Discussion Topics:
- The evolving retail banking atmosphere
- Understanding markets and opportunities
- Retail delivery formats for today's customers
- Designing branches for universal bankers
- Technology, automation, and personal service
- Maximizing the customer experience
Who Should Attend
Bank employees in customer-contact positions throughout the bank including frontline staff, teller supervisors, branch managers, call center managers, customer service managers, marketing directors, HR personnel and executive management.