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Business Development Officer

09

Jan'18

Accounting for Commercial Lending

Making loan decisions by analyzing financial statements can be a tricky task. Financial statements, including the balance sheet, income statement, and cash flow statement, unfortunately, were not specifically designed with bankers in mind. This WiBinar will focus on how to analyze the financial statements to make a better loan decision.

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10

Jan'18

Negotiation Skills for the Banker

Today’s competitive environment requires that the commercial lender be able to negotiate in various, sometimes abstract, situations all at once. Attend this interactive WiBinar and learn to ask a borrower the right questions to close the deal. The presentation will cover negotiation skill-building, effective communications, telephone techniques, and the negotiation process. loan decision.

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18

Jan'18

The Importance & Fundamentals of CRA

The Community Reinvestment Act, or CRA, has been in effect for 40 years. In this WiBinar, the history and goals of CRA will be explored as well as the fundamentals of a good CRA program, and key provisions. The discussion will also review best practices applicable to each of the three main examination criteria (small, small-intermediate and large financial institutions) that can be beneficial for bank examinations. loan decision.

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19

Jan'18

Understanding Compliance in Commercial Lending

This WiBinar will focus on key consumer protection regulations and how they extend to commercial credit decisions. A discussion of selected “Safety and Soundness” laws applicable to commercial lending decisions will also be included in this session. The discussion will also review current trends in commercial lending decisions. loan decision.

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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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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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