Branch Transition Choosing the Challenges
President, Clarity Advantage Corporation
President, Peak Performance Consulting Group
SVP, Sales Strategy Manager, Bank of the West
James C. Allen
Group Executive Vice President, Broadway National Bank
The answer (to declining branch transaction volumes, mobile banking, etc.) is Universals – obviously. The bridge to the promised land of lower staff expense and higher sales is not so obvious. Some issues are tactical – defining the branch purpose, business model, Universal Banker role, and client experience. The more challenging issues involve people – choosing the Universals, addressing concerns about job change, training the chosen team for both personal banking and small business banking, and managing daily activities to the business model. In this session, speakers will share their experiences addressing the tactical and people issues and identify the decisions and moments that are most critical for success.