TBA Universal Banker 2023 | Tennessee Bankers Association | 22 August 2023 | TBA Barrett Training Center, 211 Athens Way #100, Nashville, TN 37228, USA

The program focuses on the essentials for today’s Universal Banker in providing exceptional service, making referrals, and building profitable relationships. The program is packaged full of checklists, job aids, examples, and real-world situations. Attendees will receive a Certificate of Completion. Helpful to all retail bank employees in a customer contact position.

Why you should attend:
• Understanding the changing role of retail banking
• Defining and developing the universal banker
• Professionalism for today’s bankers
• Speaking the customer language—communicating for results
• Becoming the one source for the exceptional customer experience
• Moving from order taker to relationship banker
• Maximizing the customer on-boarding process
• Making referrals as simple as A-B-C
• Building customer loyalty
• Networking and ambassadorship
• Meeting the specific generational needs of today’s customers
• Effectively managing difficult customer situations
• Handling transactions efficiently and in compliance
• Managing time, planning ahead, and setting priorities

2023 Speaker

PRESENTER:

Christie Drexler
Senior Consultant, Performance Solutions, Inc.

2023 Sponsors and Partners

PARTNERS:
• ABA Insurance Services
• Bank Director