universal banker

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How pooling branch staff improves customer and workforce engagement

Fact: We have fewer associates in each branch. Customers who visit branches come with more complex needs and higher expectations. So what happens when an associate goes on leave or quits? Staff is already stretched thin. The expectations of customers won’t change—unless they come to demand even more. Thus many banks are evolving the traditional teller pool Read More

By |2020-05-27T17:58:08-05:00April 29th, 2019|Comments Off on How pooling branch staff improves customer and workforce engagement

Universal truths of universal banking: Three success stories

The topic of the universal banker is hot and the need for them is clear: Branch traffic is declining, banks have shrunk staffing to the minimum and as a result, 50-60 percent of all branches are staffed at the minimum level just to keep the doors open. Most financial institutions recognize it’s simply unsustainable to employ specialized Read More

By |2020-05-27T17:58:15-05:00November 2nd, 2018|Comments Off on Universal truths of universal banking: Three success stories

Blue skies, banking stars: How universal bankers meet universal consumer needs

Financial institutions continue on their quest to discover efficient, productive new methods that meet—and hopefully exceed—the high expectations of banking customers. Yet for many, the options are limited. And this reality comes at a time when net interest margins and net income continue to be squeezed, even with interest rates rising.    This poses a particularly vexing challenge Read More

By |2020-05-27T17:59:40-05:00August 7th, 2017|Comments Off on Blue skies, banking stars: How universal bankers meet universal consumer needs