Tennessee Bankers

The Universal Banker

June 12 & 13: TBA Barrett Training Center, Nashville

Early Registration Deadline: May 29, 2018

This two-day seminar’s focus is on the essentials for today’s banking environment to develop the universal branch, get the right team on board, provide exceptional service, make referrals, and build profitable relationships from millennials to baby boomers. This program is highly recommended for all bank employees in customer contact positions, branch managers, retail branch administrators, and marketing directors.

Key Objectives
• Understanding the changing role of retail banking
• Checklist to implementation the universal experience
• Preparing and onboarding internal team members for universal banking
• Interviewing for today’s cross-trained, universal banker
• Training and developing the cross-trained, universal banker
• Moving from order taker to relationship builder
• Maximizing the customer onboarding process
• Making referrals as simple as A-B-C
• Meeting the needs of today’s customers—without pushing products
• Focus on baby boomers
• Focus on Generation X
• Focus on Generation Y (millennials),
• Focus on Generation Z
• Exploring the fundamentals of consumer credit needs
• Maintaining the competitive edge
• And much more…



Dianne Barton, founder and president of Performance Solutions Inc.


Continuing Education Credit

Attendees qualify for 13 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge.

Program Fees

TBA Members / Associate MembersNonmembers
Early Registration $510$1020
Early registration deadline is May 29, 2018
Registration $560$1070
Day-of-Program $610$1120

TBA Contact

Monique White - mwhite@TNBankers.org
Director of Education
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

Register for The Universal Banker

1: Select a Date/Location

Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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