Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Cassie Page

SVP Retail Sales Coordinator First National Bank Texas

Senior Vice President, Retail Sales Promotion Coordinator for First National Bank Texas, First Convenience Bank. Cassie holds a Bachelor of Science degree from Sam Houston State University, as well as an Executive MBA with a focus on Banking and Financial Institutions, also from Sam Houston State University. Cassie has dedicated 27 years of service to First National Bank Texas, First Convenience Bank, since joining in 1997. During her tenure, she has held various roles that helped her gain extensive experience and insights into the banking industry, particularly in customer-facing roles. Her journey from a Personal Banker to Regional Manager reflects her understanding of the bank's operations at different levels. Drawing upon her frontline experience, Cassie’s current role as Retail Sales Promotion Coordinator is strategic in developing and executing programs aimed at customer acquisition and employee engagement.

Day Two: June 25th, 2024

9:00 AM Keynote Panel: Setting Employees up for Success: Retaining Your Workforce with Long Term Engagement

The employees in your branches represent the best possible opportunity your branches have to remain relevant. They have the power to provide better customer experiences, keep things running efficiently and facilitate growth. If you are doing one thing in branch, it should be focusing intensely on training and development for your current staff. Your staff needs to know customers, they need to know their finances and be ready to help with anything you may need. It’s a completely personalized approach to banking and can be possible with the right employee and the right technology. How are banks finding, hiring, training and career pathing stellar employees like this and training them with the right tech to anchor their branch strategy? Join this panel to hear more about:

·      Surveying your current employees to find out what attracts them to working at your institution

·      Realigning your company values where needed to stay attractive to employees

·      Starting a new employee off with strong onboarding that prompts a feeling of belonging

·      Setting up employees with coaches and mentors that help career path employees

·      Incenting employees where necessary to keep them on the path you’ve laid out  

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

Download The Latest Agenda