Becoming a Universal Banker Webinar
For a bank to be successful, not only must it bring in new business, it must also retain existing customers. Additionally, it must get these customers to use every financial product and service they truly need. See complete description below.
Click Here for Webinar Description and Audience
For a bank to be successful, not only must it bring in new business, it must also retain existing customers. Additionally, it must get these customers to use every financial product and service they truly need. To reach these goals, there is a critical key, and that key is employees who are well trained, knowledgeable, and who understand the banking industry.
With this in mind, we see a change in the traditional role of employees. Employees’ roles are going from working in one area, such as new accounts, tellers, or customer service, to becoming well rounded and being able to work in multiple roles.
Accomplishing this task requires employees who understand why being versatile is so important, as well as commitment from management to provide employees with quality training so employees have more than brief exposure to the various roles required of a universal banker.
This program teaches supervisors and staff the expectations of a Universal Banker, plus skills needed to be effective in this role. Leave with a plan of action and specific tools to become a Universal Banker.
•Why being a Universal Banker is Important
•Pros and Cons of Being a Universal Banker
•The Role of the Universal Banker
•Skills Required of a Universal Banker
•Steps an Employee Can Take to Gain the Skills Required
•Avoiding the One Pitfall in Becoming a Universal Banker
Who Should Attend?
Supervisors and staff will learn the expectations of a Universal Banker, plus skills needed to be effective in this role.
Click Here for Continuing Education Credits (CEC) Info
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
Click Here for Viewing Option Descriptions
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!
SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.
Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.