Education & Events

Live Streamed Sessions ~ July 16, November 5 - 9:00 a.m. to 2:00 p.m. CT

The Senior Retail Banking Officer Peer Group offers a platform for retail banking officers to exchange ideas, analyze problems, discuss key issues, brainstorm solutions, and network with peers to build lasting relationships. This is an amazing opportunity to invest in your bank’s future!

Audience
These sessions are suited for Senior Retail Banking Officers serving in roles such as Chief Retail Officer, Head Retail Officer, Regional Sales and Service Manager, 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 successes 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
• And much more . .

How the Peer Group Works

• We will meet three times a year.
• Attendees are encouraged to submit topics of interest one to two weeks in advance of each session.
• The agenda will be built around submitted topics, as well as topics submitted by the facilitator and other Retail Forum groups that meet across the country.
• Hot topics and/or current events directly affecting Retail Banking will begin each agenda.
• Supplemental documents will be provided by the facilitator to enhance the discussion or for later reference.
• Each attendee’s contact information and relevant details (bank assets size, number of branches, core systems) will be shared with the group to enhance networking.
• There is no beginning date or end date to the Peer Groups. New attendees can register and join any session.
• The facilitator and attendees will often walk away with action items to share best practices, policies, procedures, and other helpful tools with the group after each session.
• An email group will be set up by the facilitator to foster the exchange of information.

Possible Topics

• Current Events: deposit rates and deposit growth strategies; addressing customer concerns about recent bank failures; overdraft/NSF Fees; NSF representments; FedNow; etc.
• Regulatory: recent loan exam findings; compliance best practices; regulatory amendments, implementation, and advisories; etc.

Senior Retail Banking Peer Group

• 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; etc.
• 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; etc.
• Operational: addressing internal and external fraud; branch remodels and opening strategies; safety and security; banking hours; customer service center staffing and responsibilities; etc.
• 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; etc.
• 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, etc.
• 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; etc.
• And Much More

Facilitator
Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past two years. He has twelve years of direct 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 is a graduate of the University of Georgia and is SHRM-CP certified.  Josh enjoys equipping and encouraging bankers to grow their personal skillsets, build strong teams, and create cultures that maximize results for themselves and the banks they serve.

Fee Per Person Per Session
$265 M / $445 NM
Substitutions Permissible