• Dave Kerstein_resized
    David Kerstein Mar 2, 2018

    Six branch roadblocks to overcome on the way to universal banker success

    An analysis of thousands of branches shows a staffing-traffic mismatch. But refining the universal banker role can lead to revolutionary results.

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  • Role of the branch in the digital age

    Chris Skinner1_resized
    Chris Skinner Apr 16, 2015

    While digital banking attracts the most affluent and financially confident customers, there will always be a role for the physical branch.

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  • Turning branch visits into sales

    Meredith Deen1
    Meredith Deen Apr 3, 2015

    Effective sales management in branches should include coaching and mentoring, sales support, appropriate technology, accountability and rewards.

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  • Branch staffing based on local sales dynamics

    • Dale Johnson
    • Byron Marshall
    Mar 13, 2015

    Branch staffing decisions should be based on markets, customers and local sales dynamics, not spreadsheet averages driven by operating results.

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  • Culling the network of underperforming branches

    Meredith Deen1
    Meredith Deen Mar 2, 2015

    Low-volume branches can depress institutional profitability unless management takes proactive steps to minimize their impact.

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  • Building a Bank for Today from Scratch

    John Schlesinger Dec 5, 2014

    Bankers have been warned for decades that their core systems are obsolete, a view that is reinforced if you envision how a bank would look like today if built from scratch.

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  • Optimizing Staff Scheduling for Improved Branch Performance

    Jim Delapa Nov 19, 2014

    Improving sales and service performance in branches requires solving three challenges of staff capacity optimization: inefficient systems, unreliable data and outdated analytics.

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  • Reducing Wait Times for Branch Efficiency

    Meredith Deen1
    Meredith Deen Nov 10, 2014

    Banks struggling to improve the efficiency of their branches should take a close look at the amount of time customers have to wait for service.

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