According to recent BAI Research, many bank and credit union customers feel their financial institution does not do a good job of providing financial advice and understanding their current financial needs. As a result, getting the right people in the right frontline roles has never been more vital to driving your retail banking strategies.

Reporting information on your HMDA-LAR is critically important, since this information serves as the basis for the regulators’ fair lending exams. Data integrity has become a hot buzzword at the agencies, since it’s become apparent that reporting has slipped at many institutions; thus, examiners are looking more closely than ever at what information is being reported.

Join BAI for a complimentary webinar on the BAI Sales Performance System, a unique professional development program based on BAI research findings that show financial institutions can strengthen customer relationships and increase revenue through highly skilled and knowledgeable frontline personnel.

This webinar will give attendees the key changes to RESPA and TIL in an easy to understand way and offer you key job aids to enable you to quickly sort through the changes. Understanding the changes will enable you to better comply with the regulatory specifics.

Without a doubt, retail frontline personnel play a more crucial role than ever in acquiring and retaining deposits, expanding customer relationships, and strengthening trust and loyalty with customers. Discover how effective sales coaching can improve the performance of your retail frontline staff.