TNBankers.org Universal Universal... · Attendees will also receive a certificate of completion....
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Program Description We are pleased to announce the Universal Banker Certification Program. With reduced in-branch transactions and customer visits and an increase in technology, less traditional teller functions are needed. No longer can a frontline team member say: “It’s not my job!” Today’s frontline team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, universal banker. Today’s customer base is shifting from the traditional, visit the bank twice a week to a quick response, electronic banking relationship with the bank. is two-day certification program’s focus is on the essentials for today’s universal banker in providing exceptional service, making referrals, and building profitable relationships from millennials to baby boomers. e certification program is packaged full of checklists, job aids, case studies, examples, and real-world situations. Attendees will also receive a certificate of completion. Universal Banker Certification Program TNBankers.org Universal Banker Certification Program November 14 & 15, 2018 TBA Barrett Training Center Nashville Who Should Attend is program is designed for all retail bank employees in customer contact positions. Program Content and Delivery is live, overview program will explore the universal banker concept in detail. Each participant will receive reference materials with vital information that they can continue to use. e instructor will take time to discuss and answer participants’ questions and will provide important information concerning the day’s topics. Benefits of the Certification Process • An investment in developing best practices for your bank’s retail network • An educational resource for training and career development and retention • Recognition and opportunities for frontline team members • A foundation builder for banking schools • A commitment to successful, profitable, efficient and effective retail banking network What is the Process for Certification? is is a comprehensive certification program that focuses on two key components: 1. Completion of the Universal Banker Certification Program. 2. Completion of assessment before and after attending the certification program. Key Objectives Upon completion of the program participants will understand: • Understanding the changing role of retail banking • Defining and developing the universal banker –Core competencies for the universal banker –Defining professionalism for today’s bankers –Etiquette and netiquette tips and tools –Representing the bank and networking • Becoming the one source for the exceptional customer experience • Moving from order taker to relationship banker • Maximizing the customer onboarding process • Making referrals as simple as A-B-C • Meeting the needs of today’s customers –Baby boomers –Generation X –Generation Y (millennials) –Generation Z • And much more… NEW PROGRAM!
Transcript of TNBankers.org Universal Universal... · Attendees will also receive a certificate of completion....
Program DescriptionWe are pleased to announce the Universal Banker Certification Program. With reduced in-branch transactions and customer visits and an increase in technology, less traditional teller functions are needed. No longer can a frontline team member say: “It’s not my job!” Today’s frontline team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, universal banker. Today’s customer base is shifting from the traditional, visit the bank twice a week to a quick response, electronic banking relationship with the bank.
This two-day certification program’s focus is on the essentials for today’s universal banker in providing exceptional service, making referrals, and building profitable relationships from millennials to baby boomers. The certification program is packaged full of checklists, job aids, case studies, examples, and real-world situations. Attendees will also receive a certificate of completion.
Universal Banker Certification ProgramTNBankers.org
Universal Banker Certification Program
November 14 & 15, 2018 TBA Barrett Training CenterNashville
Who Should AttendThis program is designed for all retail bank employees in customer contact positions.
Program Content and DeliveryThis live, overview program will explore the universal banker concept in detail. Each participant will receive reference materials with vital information that they can continue to use. The instructor will take time to discuss and answer participants’ questions and will provide important information concerning the day’s topics.
Benefits of the Certification Process• An investment in developing best practices for
your bank’s retail network• An educational resource for training and career
development and retention• Recognition and opportunities for frontline team
members• A foundation builder for banking schools• A commitment to successful, profitable, efficient
and effective retail banking network
What is the Process for Certification?This is a comprehensive certification program that focuses on two key components:1. Completion of the Universal Banker Certification
Program.2. Completion of assessment before and after
attending the certification program.
Key ObjectivesUpon completion of the program participants will understand:
• Understanding the changing role of retail banking• Defining and developing the universal banker –Core competencies for the universal banker –Defining professionalism for today’s bankers –Etiquette and netiquette tips and tools –Representing the bank and networking• Becoming the one source for the exceptional customer
experience• Moving from order taker to relationship banker• Maximizing the customer onboarding process• Making referrals as simple as A-B-C• Meeting the needs of today’s customers –Baby boomers –Generation X –Generation Y (millennials) –Generation Z• And much more…
NEW PROGRAM!
Schedule for both days8:30 a.m. Registration9:00 a.m. Program beginsNoon Lunch1:00 p.m. Program resumes4:00 p.m. Adjourn
TBA ContactSheena FrechDirector of [email protected] or 800-964-5525www.TNBankers.org
Dates & LocationNovember 14 & 15, 2018 TBA Barrett Training Center 211 Athens Way, Nashville, 37228 615-244-4871 or 800-964-5525
This meeting location is a designated nonsmoking facility and property.
Program FeesTBA Members / Associate Members Nonmembers
Early Registration $510 $1020
Early registration deadline is October 31.
Registration $560 $1070
Day-of-Program $610 $1120
Fee covers instruction, instruction materials, refreshment breaks, and lunch each day. Please register early. The TBA office must receive early registrations by close of business on October 31. Day-of-program registrations will include an additional $50 late registration fee – no exceptions! No written confirmation of seminar registration will be sent from the TBA. Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.
PresenterDianne Barton is the founder and president of Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today
in attracting, selling and servicing their customers. As a former banker, her service, which covers a broad scope including strategic planning, leadership and management development, regulatory and compliance implementations, retail growth strategies, and sales and service culture development, is recognized as real-world solutions by both regional banks and community banks.
Testimonials“Dianne Barton is a very engaging and effective instructor. She presents very useful information in an easy to follow format and provides useful takeaway materials.”
“Dianne is a great facilitator. She makes learning fun and gets lots of participation from the attendees. The materials and handouts were of great value. The workshop gives us a great start on moving to a UB.”
“I thoroughly enjoyed this training and instructor. The material was relevant and presented in a way that was both interesting and thought provoking.”
Continuing Education CreditAttendees qualify for 13 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.
This program has not been pre-approved for continuing education (CE) credit by ABA Professional Certifications. Attendees who require CE credits should go to https://www.aba.com/Training/Certifications/Pages/CEProviders.aspx for further instructions.
Additional InformationNo advance preparation or prerequisites required
Visit TNBankers.org/education/events for information on attire, special needs, cancellation policy, inclement weather policy, continuing education credit information, photo policy, and antitrust policy.
Universal Banker Certification ProgramHotelsSpringHill Suites Marriott Nashville MetroCenter*250 Athens Way615-244-5474Offers TBA corporate rate of $161 based on availabilityNEW! Fairfield Inn & Suites*100 French Landing Dr615-432-4677Offers TBA corporate rate of $139 based on availabilityNEW! Candlewood Suites Nashville Metrocenter*270 Venture CirclePhone: 615-787-8787Offers TBA corporate rate of $129 based on availabilityHampton Inn & Suites Elliston Place2330 Elliston Place615-320-6060Hampton Inn Vanderbilt1919 West End Avenue615-329-1144
Please print or type.
2 WAYS TO REGISTER!
1. Register online at www.TNBankers.org with a credit card or ACH.
2. Mail this form along with a check to the address below.
Universal Banker Certification Program
Include last 4 digits for educational tracking
Include last 4 digits for educational tracking
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RETURN COMPLETED FORM AND PAYMENT TO:Tennessee Bankers AssociationATTN: Sheena Frech211 Athens Way, Ste 100 • Nashville, TN 37228-1381Phone: 615-244-4871 or 800-964-5525 Fax: 615-324-1990
1. Name _________________________________ Nickname _______________________
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City _______________________________________________ State ___________ Zip ____________________
Contact ___________________________________________________________________________________
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Include last 4 digits for educational tracking
Include last 4 digits for educational tracking
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TBA Members / Associate Members Nonmembers
Early Registration $510 $1020
Early registration deadline is October 31.
Registration $560 $1070
Day-of-Program $610 $1120
November 14 & 15 , 2018 – Nashville, TBA Barrett Training Center
