The Senior Retail Banking Forum provides a platform for retail banking officers to exchange ideas freely, examine pressing issues, discuss current initiatives and trends with peers in this ever-changing regulatory, cost-conscious and productivity-drive environment. This virtual forum is designed for senior retail officers, retail managers, coordinators responsible for multiple branches/offices, and those who lead the retail banking sales and services efforts.
Facilitator Dianne Barton, President of Performance Solutions, Inc., and a former bank training director
Forum Benefits
- Improve your effectiveness as Retail Banking Officer
- Discuss current industry challenges with others in Retail Banking
- Form lasting relationships with other Retail Banking colleagues
- Solve your most pressing problems
- Grow professionally as well as personally
- Discuss with peers what works and what doesn’t
Ideal Topics for Discussion
- Building a Retail Banking Branch and Culture
- Current Challenges with Growing the Retail Branch
- Performance Management: Metrics, Business Plans, Contracting for Improvement
- Business Development in the COVID-19 Pandemic
- Improving and Maximizing the Customer Experience
- Employee Engagement and Development
- Emerging Technology, Products and Services
- Generating Revenue
- Balancing Current Regulatory and Compliance Initiatives with Generating Revenue
Gather with Your Peers Virtually
June 28 and September 27 from 9:00 a.m. to 2:00 p.m.
Per Person Fee (includes all sessions)
M $399
NM $779