Apr 16, 2020 to Apr 17, 2020
We are pleased to announce the Universal Banker Certification Program. With reduced in-branch transactions and customer visits and 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 quick response, electronic banking relationship with the bank.
This two-day certification program focuses 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 receive a Certification of Completion.
Target Audience: All retail bank employees in customer contact positions.
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Trina McCoy is the Senior Consultant and Facilitator for Performance Solutions, Inc., a bank training and consulting company that specializes in providing "real-world" solutions to the key challenges facing banks today in developing the team and building profitable relationships. As a former banker, Trina has held positions as City President, Sales Manager, Corporate Trainer, Frontline Banker, Mortgage Originator and Loan Officer. She also assisted with the opening of over 30 branches in a de nova market. Her training is energized, fast paced, interactive and results-focused.
The benefits of this certification process include:
What is the Process for Certification?
This is a comprehensive certification program that focuses on two key components:
$425 Per Attendee
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at
We're Going Virtual!
While we may not be able to get together "in person" for this event as originally planned given the circumstances, we know that education/training to stay current and be the best banker you can be is important. That's why we're committed to providing this session and we're taking it online via webinar technology. Same instructor with the same content, but you'll have the ability to join from wherever you're located from the convenience (and safety) of your computer. We look forward to seeing you online!
You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions. This is a completely LIVE virtual training where you will be able to ask questions directly to the speaker.
Prepare for all day training just like we would at the IBA's Center for Professional Development. The agenda will stay the same, breaking for an hour lunch!
If you have any questions please contact Laurie Rees at 317-387-9380 or via e-mail at email@example.com.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at anytime.