Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, December 15, 2022

  • 12:00 – 1:00 pm (Eastern Time)

  • 11:00 – 12:00 pm (Central Time)

  • 10:00 – 11:00 am (Mountain Time)

  • 9:00 – 10:00 am (Pacific Time)

Curriculum

The Evolving Nature of Retail Banking

For the first time in many years the rate environment has created a host of new scenarios and conversations for retail bankers to navigate.  Customers are expecting higher rates and increased service and knowledge from banks that are struggling to keep staffing at appropriate levels in the current job market.  With bankers experiencing a curious new world working with depositors across the spectrum of rate sensitivity and banks working to keep up with the volume of activity, what new options should be explored?

Retail deposits discussions are now much more robust with retail bankers experiencing considerably more competitive pressures.  This session will discuss the science and art of dealing with competition for retail deposit balances and doing more with less staffing needs.  Enhanced science and art may require some adjustment in retail banker roles.

Specific topics will include:

  • The attributes of retail bankers that need to be respected and developed for success
  • Refining the processes for recruiting, equipping, training, and retaining retail bankers
  • The processes that bankers are using to have a consultative conversation
  • The enhanced products that are attracting and retaining depositor’s business without resorting to price wars

Instructor

COO - The CorePoint

Julia Hernandez

Julia Hernandez has nearly 20 years of experience in the financial services industry. She has worked cross functionally as a leader in merchant processing, human resources, treasury services, information technology, wealth management and deposit pricing. She been part of the executive leadership team and has also led a national sales team working with Fortune 500 clients and has coordinated communications and execution the areas of project management. She is currently the Chief Operating Officer of a fin-tech company serving. Julia has served as an instructor at the University of Nebraska- Omaha, at the American Bankers Association, and has frequently spoken at conferences and seminars. She earned the Certified Treasury Professional (CTP), and is certified in Lean/Six Sigma from Villanova University as well as being certified in numerous personality assessments.

Credits

1.0 CPE Credits