Jim Petkewich

The locations of new branches need to be established, the branches that should be closed have to be chosen and the branches that simply need a refresh have to be identified. All of this can be done by looking at market intelligence and demographic data to establish where the most transactions are located. Join this panel to hear how top credit unions and banks are establishing the mix that works best for them.

•Acknowledging the place your branch has in your customer’s journey

•Gathering customer data based on the markets you operate in

•Standardizing a framework that makes this data digestible and actionable 

•Deciding if you want to open branches, consolidate or move ones to new places based on the data 

•Making decisions on where these branches should be and what they should look like

•How do you define the universal teller role within your institution? What does it look like to you?

•What did you decide to move to this model? What drove this change?

•How do you tell your staff that you are moving to a Universal Teller role- what does that look like?

oWhen do you tell them? 

oHow do you explain what this will mean for their career development? 

•What are the best training strategies for the universal banker role?

oHave you tried - Mentorship? Rewards? 

oDo you have the proper resources for this training?