Since 2008, transactions at teller windows have fallen 25% nationwide. This is just the beginning. With consumers using and trusting mobile and remote technologies, in-branch-teller transactions may become rare events. A recent survey indicated that consumers still want a convenient, physical branch, but only use it once a year. If members no longer need branches, yet want them, what will branches be for? This webinar will look at branch theories, concepts, and ideas from around the US and the world. You might be surprised how financial institutions are experimenting to determine what the branch of the future will look like.
- Creating your "Flagship Branch”
- Opening "Member Acquisition Branches” to bring in new – especially younger – members
- Developing mini and micro "Transaction and Community Branches” to serve members and give them a reason to come to you
- Establishing a robust "Contact Center” to deal with more-complex member calls and chats in this new, high-technology world
- Current and future technology that make branches unnecessary and relevant at the same time
Who Should Attend?
This informative session is designed for CEOs, directors, Supervisory Committee members, branch managers, management and staff in operations, sales, marketing, lending, strategy and technology, and others interested in the future of credit unions. Attendance verification for CE credits provided upon request.
About the Presenter – Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.
A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software "Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.
|Over $75 million
|$7 - 75 million
|Under $7 million
Cancellation Policy: Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.