Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Wednesday, February 22, 2023

  • 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)


Professionalizing the Role of Retail Bankers

The repetitive simplistic processes of retail banking have or will soon be digitized.  The reason banks need humans is that they are necessary for building rapport, engaging on a human basis, and providing professional counsel in more complex situations.  

In this banking webinar, we will discuss how the science and art of retail banking has led many financial institutions to adjust retail bankers’ roles.  These new roles require banks to equip bankers to negotiate with better processes, products, and sales platforms.  We will share the arsenal available to you and your competitors to deliver knowledge and enthusiasm while engaging professionally.
Specific topics will include:

  • Talking dollars, specials, and personalized offers
  • How retail bankers today can model the approach of commercial relationship managers with regard to sophistication and impact on the bank’s bottom line
  • How retail bankers are seizing the opportunity to utilize price differentiation that is in every other consumer facing industry
  • How leadership needs to structure the environment to provide autonomy and growth in expertise in retail banking


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.


1.0 CPE Credits