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Branch Manager

19

Jan'18

Universal Banker: SWARM Banking & Branch Transformation

Join this WiBinar to learn how a holistic approach that focuses on the customer experience can drive efficiency through the entire organization. Extraco's SWARM Banking™ is more than a cross training, rotation, and technology method used to create a successful universal banker in this new bank era. It is a proven methodology with measurable results.

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19

Jan'18

Universal Banker: Recruiting, Hiring, & Training

This WiBinar focuses on learning how to increase the quality of the hiring model through technology, using a certified panel, and unorthodox questioning. Improve customer and employee retention by creating an enhanced, consistent customer and employee experience by developing a training program that reduces on-the-job training (OJT).

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19

Jan'18

Universal Banker: Products & Marketing

During this WiBinar, Extraco Consulting will offer insights on how to turn products into sales engines for ancillary products and alternative business lines. Attendees will learn how to ensure that product support is easy, to enhance customer experience, and to integrate marketing and compliance in order to realize social media success.

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19

Jan'18

Universal Banker: Processes

This program teaches the streamline processes in a manner to allow the most efficient yet customer-centric lobby experience. See how Extraco improved efficiency throughout an organization and built a stronger culture of teamwork and how banks can do the same.

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19

Jan'18

Universal Banker: Technology & Physical Spaces

In today’s banking industry, brick and mortar banks are struggling. Learn how Extraco Banks enabled a successful Universal Banker model through strategic technology usage and less space. Banks should ensure they are offering what their customers are asking for while creating efficiency.

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23

Jan'18

Customer Centricity, Analytics, & Community Banks

Customer centricity is the idea that banks should focus on the needs of their customers to achieve sustainable, valuable relationships. Using ideas developed by Wharton marketing researcher Peter Fader, this WiBinar will discuss how to develop performance metrics, product development, customer relationship management, and company culture to focus on the needs of the bank’s valued customers and increase long-term profits. The session will also cover why community banks are particularly well-suited to this approach. Finally, the presentation will use examples from different industries to illustrate how analytics can enhance these efforts.

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29

Jan'18

UCA Cash Flow

Knowing the difference between EBITDA and UCA cash flows is necessary to understand how a company can repay its loans from cash flow. In this WiBinar, acquire tools to effectively evaluate a company’s financial strength and ability to repay loans. Participants will leave with a more comprehensive understanding of the interplay between cash flow analysis to industry, business, and management risk issues, including how those risks may impact the company’s ability to repay loans.

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27

Feb'18

Lending to Small Businesses

Lending to small businesses is different than extending credit to larger firms. The smaller business borrower often has less information to share and a shorter track record to offer. This WiBinar is aimed at showing bankers how to make safe loans to these challenging borrowers. Attendees will learn how to gather and evaluate the right information on the borrower as well as estimate repayment ability through several methods.

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17

Apr'18

Selling More with Less: Analytics Success Stories

To create new revenue streams for their institutions, bankers must learn how to leverage data and develop strategies to help grow payments portfolios, including ways to increase non-interest income associated with debit and credit card programs and build loyalty. This session will provide insight into the average ROI bankers should expect from card marketing initiatives, as well as more comprehensive analyses banks should perform when developing a competitive strategy. With market disruptors impacting the banking business model at an astonishing rate and the industry becoming increasingly complex, this WiBinar will arm bankers with the data and tactics to adopt to protect their wallet share.

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09

May'18

Elder Financial Exploitation: How to Stop the Crime

Studies show that the number of Americans ages 65 and older is projected to more than double from 46 million today to over 98 million by 2060. In addition, recent surveys conducted illustrate that more than half of banks' deposits are held by aging Baby Boomers. To remain competitive in the years to come, community banks will need to keep pace with larger institutions offering age-friendly banking services and innovative elder fraud prevention tools. In this WiBinar, learn strategies to implement elder financial abuse programs to build client loyalty, prevent financial losses, promote brand awareness, and build relationships with community partners while complying with state and Federal regulatory requirements.

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Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

Upcoming Events

Tue 22

Appraisal Tips for Mortgage Originators

May 22 @ 2:00 pm - 3:00 pm
Wed 23

2018 Emerging Leaders Conference

May 23 @ 8:00 am - May 25 @ 8:00 pm
Wed 23

Overhauling Your Compliance Risk Assessment

May 23 @ 2:00 pm - 3:00 pm
Thu 24

CRA Modernization & Corporate Strategy

May 24 @ 11:00 am - 12:00 pm
Tue 29
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