Universal Branch Employees: Answering the Burning Questions

May 03, 2018 12:00pm -
May 03, 2018 01:30pm
(GMT-5)
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Many FIs are thinking about or attempting to transition from traditional tellers/CSRs into some form of a Universal Banker/Branch Employee.

And yet, for many, an effective transition remains elusive. While each FI is unique, there are common questions that bankers have about making this transformation:

  • How do you bridge over from Tellers/CSRs to Universal Bankers?
  • What changes are needed in the physical branch to achieve Universal Employee success?
  • What kind of training is needed for Universal Branch Employees?
  • What can be done to limit employee turnover during the Universal Employee transition?
  • Just how universal are the tasks that a UBE would undertake?
  • How can you create a meaningful incentive/bonus program for UBEs?

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Mar 21, 2018.
Regular registration starts on Mar 22, 2018 and ends on May 06, 2018.
Late registration starts on May 07, 2018.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00