Allison Boyle

As your most expensive channel, and often the one cited as the most relationship-focused, banks must invest in their workforce and equip branch employees with the skills needed to deliver value. This session will delve into the changing roles of traditional banking positions, the emergence of new roles driven by technology, and the essential skills required to thrive in the future of banking. Panelists will discuss the importance of upskilling and reskilling employees, fostering a culture of continuous learning, and leveraging advanced technologies to enhance productivity and customer experiences. Get insight into: 

• Universal teller models and why these may or may not serve your member needs 
• Soft skill development courses and techniques that help employees engage thoughtfully with members 
• Strategies to attract and retain top talent in a competitive market 
• Tools and technologies that can support employees in their evolving roles 

Mergers and acquisitions (M&As) are often game-changing opportunities for growth, but they also bring significant challenges—especially when it comes to unifying organizational cultures. Aligning values, workflows, and employee experiences across merged entities is critical to ensuring long-term success. This panel will explore how banks and credit unions can create a cohesive and consistent culture post-M&A, keeping employees engaged, and messaging a consistent and cohesive brand to members old and new. From addressing differences in leadership styles to blending operational policies and maintaining employee morale, this session will provide actionable strategies for fostering alignment without sacrificing identity. Attendees will hear leaders’ best practices for:  

• Engaging employees during the transition to maintain morale, trust, and engagement during the integration process 
• crafting transparent communication plans that resonate with employees and stakeholders 
• taking home real-life lessons learned to sidestep common challenges