Senior Retail Banking Peer Group


  
Thursday, April 04, 2024 - Tuesday, October 29, 2024   iCalendar Central Standard Time

Live Streamed ~ April 4, July 25, October 29 - 9:00 a.m. to 2:00 p.m. CT

The Senior Retail Banking Peer Group provides a platform to join together to exchange ideas, dissect problems, discuss important issues, brainstorm solutions, network, and build lasting relationships with one another. Sessions are designed for Senior Retail Banking Officers serving in roles such as Chief Retail Officer, Head Retail Officer, Regional Sales and Service Manager, Retail Training Director and Head Retail/Deposit Operations Managers. Participants who are unable to attend a particular session are encouraged to send substitutes from their bank who they believe will benefit from the experience or will provide value to other attendees.

Benefits

  • Improve the profitability of the Retail Bank
  • Get help from other bankers on your most pressing retail banking issues
  • Receive recommendations on vendors and policy guidance
  • Help others and expand your own knowledge
  • Learn from the success and mistakes of others in your field
  • Get tips on building high-performing cultures
  • Grow your team member engagement
  • Keep up with current events
  • Avoid regulatory surprises in bank exams
  • Build your bank’s service excellence commitment

Possible Topics

  • Current Events: deposit rates and deposit growth strategies; addressing customer concerns about recent bank failures; overdraft/NSF Fees; NSF representments; FedNow.
  • Regulatory: recent loan exam findings; compliance best practices; regulatory amendments, implementation, and advisories.
  • People Issues: employee retention strategies; maximizing team member engagement; designing training programs; progressive discipline tools; coaching strategies; employee recognition programs; recruiting best practices; flexible work hours; help with job descriptions.
  • Sales and Service:  customer service measurement tools; goal setting; incentives; sales and service standards and training; holding effective retail leadership team meetings; client communication best practices; accountability practices; business development strategies.
  • Operational: addressing internal and external fraud; branch remodels and opening strategies; safety and security; banking hours; customer service center staffing and responsibilities.
  • Technology: CRM software; core provider recommendations and conversion strategies; ITM recommendations and best practices; customer care center software; online banking and business online banking vendors and procedures; consumer loan platform recommendations.
  • Marketing and Product Development: leveraging word-of-mouth marketing; driving positive online reviews; effective deposit growth/retail loan growth strategies; CD and MMA products; vendor partnerships; workplace banking.
  • The Big Picture: strategies to grow bank profitability; organizational structure and culture alignment; partnering with other divisions to grow the bank; deepening client relationships; improving communication across departments.
  • And Much More!

Technology Requirements

  • Have Zoom virtual meeting access
  • Interact with facilitators and all participants in a live, virtual environment
  • Actively participate in live and chat discussions
  • Have full, working computer microphone, camera, and speakers or phone access
  • Keep cameras on for the duration of the program

Facilitators
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking.  In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past three years. Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks.  Her experience has been extensive including successfully navigating retail and commercial banking careers.  She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. Christie has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches in her training programs.

Josh Collins has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development. Josh’s background includes developing and facilitating banking, customer service, and leadership and culture development training programs. Josh enjoys equipping and encouraging bankers to grow their personal skill sets and build strong teams and cultures to maximize results for themselves and the banks they serve. Josh is a graduate of The University of Georgia and is SHRM-CP certified.

Per Person Fee (Includes Three Sessions)
IBA Member $745
Nonmember $1,245