Senior Retail Forum

Design to encourage dialogue

• The Retail Banking Forum will meet three times during the year
• Relevant retail banking "hot topics" will be discussed at each session. Participants are strongly encouraged to suggest topics of interest
• Forum participants benefit from working with a seasoned facilitator on a cost-saving basis
• Attendees share best practices and solutions to retail banking challenges
• Each attendee receives an electronic manual packed with tools, forms, handouts and templates

Please Note: This is not a lecture series. Bankers who submit topics in advance of the forums, ask questions and actively engage in forum discussions to increase their own knowledge and/or help other members learn and grow, and proactively build relationships with their peers will derive the greatest benefit from this program.

• Improve your effectiveness as a Retail Banking Leader
• Discuss current industry challenges with others in Retail Banking
• Develop relationships with other Retail Banking colleagues
• Brainstorm and Solve your most pressing challenges
• Deepen professional development and learning curve
• Discuss with peers what does and does not work
• Receive CPE credits or Certificate of Completion

The forum is designed for the following;

• Senior Retail Officers
• Retail Branch Officers
• Retail Banking Administrators
• Retail Branch Managers
• Retail Marketing Directors
• Retail Banking Sales Leads

These are some examples of the discussion topics that may occur during the course of the forum.

• Current Events: deposit rates and deposit growth strategies; addressing customer concerns about recent bank failures; overdraft/NSF Fees; NSF representments; FedNow; etc.
• Regulatory: recent loan exam findings; compliance best practices; regulatory amendments, implementation, and advisories; etc.
• People Issues: employee retention strategies; maximizing team member engagement; designing training programs; progressive discipline tools; coaching strategies; employee recognition programs; recruiting best practices; flexible work hours; help with job descriptions; etc.
• Sales and Service: customer service measurement tools; goal setting; incentives; sales and service standards and training; holding effective retail leadership team meetings; client communication best practices; accountability practices; business development strategies; etc.
• Operational: addressing internal and external fraud; branch remodels and opening strategies; safety and security; banking hours; customer service center staffing and responsibilities; etc.
• Technology: CRM software; core provider recommendations and conversion strategies; ITM recommendations and best practices; customer care center software; online banking and business online banking vendors and procedures; consumer loan platform recommendations; etc.
• Marketing and Product Development: leveraging word-of-mouth marketing; driving positive online reviews; effective deposit growth/retail loan growth strategies; CD and MMA products; vendor partnerships; workplace banking, etc.
• The Big Picture: strategies to grow bank profitability; organizational structure and culture alignment; partnering with other divisions to grow the bank; deepening client relationships; improving communication across departments; etc.