Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Andrea Principe

Managing Director – Northeast Division Director – Consumer Banking Chase

As head of Consumer Banking at Chase for the Northeast Division, Andrea Principe oversees 810 branches across five regions with 7,500 employees and over $375 billion in deposits and investments. She runs the largest division in Consumer Banking, which as a standalone is the equivalent of the 4th largest bank in the Country. Andrea’s team focuses on delivering a best-in-class experience to clients, helping them plan for growth and achieve their financial goals. Beginning her career at Chase as a part-time banker, Andrea has over 30 years of banking experience. She has held many roles at the firm, excelling at each as her responsibilities grew. Andrea has established a significant network of partners across Chase’s retail lines of business. She has spent the last 20 years dedicated to serving business clients and leading teams of professionals who support them. Andrea is passionate about people development and inclusiveness. For five years, she co- chaired the Business Banking Diversity Advisory Council and was an early promoter and organizer for Women on the Move (WOTM), a program supporting personal and professional career development for women at Chase. She has also participated in several boards and is a Volunteer Leadership Executive Sponsor. Residing in Long Island, NY, with her husband Frank, Andrea has two sons, Frankie and Nicholas and two daughters in law, Alison and Alex.

Day One: June 24th 2024

8:25 AM Keynote Chat: Your Branch’s Role in Establishing Trust & Human Connection to Help You Stand Out from the Competition

Given the economy and recent turmoil in the industry, banks and credit unions will lean more heavily on deposit-gathering strategies in a way the industry has not seen in nearly two decades, but also start to wrap that into a more holistic relationship approach for their customers- the branch brings both of these concepts together (deposit generation AND relationship building). Join this keynote chat with the head of the Consumer Bank for New England from Chase Bank as she talks through Chase’s strong approach to branch banking. Expect to hear:

·      Understanding your branch’s role as THE thing that sets you apart from fintechs or digital banks

·      Reviewing the tech that can help connect your branches to your digital presence, so the experience is seamless

·      Strengthening the training received by your in branch staff, who represent the human element in your branch

·      Incorporating digitally enabled technologies to make branches more convenient and frictionless

  • ·      Increasing your emphasis on atmosphere and exclusive, unique experiences to bring customers to your branch

Check out the incredible speaker line-up to see who will be joining Andrea.

Download The Latest Agenda