Hybrid Delivery Options (select your preference when registering)
August 9-10 – IBA Center for Banking Excellence, Springfield OR Live Streamed via Zoom
With reduced in-branch transactions, customer visits, and rapidly progressing technology, traditional retail banking functions are becoming obsolete. No longer can your front-line team say, “It’s not my job!”
While the front-line banking team is shifting to a multi-tasking, "universal" banker role, today’s bank customer base is shifting from the traditional, twice-a-week visit model to a quick response, electronic banking-based relationship model.
This two-day certification program focuses on the essentials for today’s Universal Banker in providing exceptional service, making referrals, and building profitable relationships. The program is packaged full of checklists, job aids, examples, and "real-world situations.
Audience All retail employees in customer contact positions
Christie Drexler is the Senior Consultant and Facilitator for Performance Solutions, Inc., a bank training and consulting company that specializes in providing "real-world" solutions to the key challenges facing banks today in developing the team and building profitable relationships. Christie has over 26 years of experience in the financial industry for the community, regional and national banks. Her experience has been expansive to include successfully navigating both retail and commercial banking careers. Her past roles include Commercial Banker, Regional Sales Manager, Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie has an MBA from Georgia College and State University, and she is a John Maxwell Team Certified Trainer, Coach, and Speaker. Christie is a passionate facilitator and coach with a focus on developing leaders in banking.
Fee Per Person
M $505 / NM $875