How to Use Technology to Empower Your Universal Bankers [Webinar]

This webinar was previously recorded.  |  45 minutes

Discover how to improve customer interactions by driving information to your frontline employees — so they can spend less time wondering what to do and more time actually doing it.

Increasingly, financial institutions are consolidating job functions by combining traditional teller and customer service positions into a single role: Universal Bankers.

In an effort to create branch efficiencies, they redesign their offices, create new incentive programs and initiate new sales training programs. They try to cross every “t” and dot every “i” to make this philosophy successful — but what many bankers are missing is the technology needed to support this new way of banking.

In this webinar, find out how CRM and pop-up technology can help your Universal Bankers capitalize on each customer meeting to cross-sell, deliver value, and provide a personalized and unique client experience.

During this webinar you will learn:

  • Why many financial institutions are moving towards universal banking positions
  • The 5 key strategies to making universal bankers successful
  • The technology needed to support your universal bankers

 

Webinar Host:

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David A. Acevedo

Senior Vice President and National Sales Director | 360 View

As a previous director of sales for a $1.8 billion commercial bank, David developed and directed bank-wide sales strategies as well as incentive compensations programs. His 26 years of banking experience spans Retail Banking, Commercial Business Development, Marketing and Investments and Insurance. Currently he directs all sales efforts for 360 View and works with clients developing incentive plans.