Contact for queries :

Operations Officer

23

Jan'18

Garnishments, Subpoenas, Summonses, & Levies

Requests from creditors, government agencies, and other third parties include garnishments, subpoenas, summonses, and levies; failure to timely and appropriately respond may expose a bank to claims by the requesting party, its customer, and can result in court sanctions. This WiBinar will outline the steps banks should take to minimize the risk of third-party claims and sanctions and the interplay between the bank's duties to provide information and protect customers’ privacy.

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23

Jan'18

Universal Banker Online Certification Series

The role, look and feel of the bank branch will continue to evolve. Ensure executive leadership and teams are prepared for the transitions branches will experience in the near future. Join WIB, in partnership with Extraco Consulting, for a full 5 part Online Certification series discussing the concept and duties of the Universal Banker. Attendees have the opportunity to attend the entire Certificate Program bundled at a discounted rate and will receive one Certificate per purchase with up to 7.5 CPE credit hours. See full descriptions for each session included below.

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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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