Allison Boyle is a Vice President at Wellby Financial, where she oversees the retail branch network, learning and development, and organizational development. She is passionate about transforming the member experience through operational excellence, leadership development, and frontline empowerment. Allison's work focuses on connecting branch behaviors to enterprise results while building confident, people-centered leaders who drive growth, trust, and service excellence.
Creating Trust and Loyalty Through CX and Connected Culture
2:00 PM Panel: The New Frontline Skills: Upskilling, Adaptability, and Resilience
Retail banking roles are evolving quickly as technology, customer expectations, and business priorities reshape what frontline and leadership teams must deliver. This panel examines the emerging skills banks and credit unions are prioritizing—from advisory capability and digital fluency to change readiness and analytical thinking. Speakers will discuss hiring challenges, internal development strategies, and how institutions are redefining career paths to build stronger teams for the future.
Learn how to:
- Identify skills becoming critical across retail teams
- Develop talent strategies that support long-term adaptability
- Redesign career paths to match evolving branch and digital roles
- Prepare managers to lead changing workforce expectations
Check out the incredible speaker line-up to see who will be joining Allison.
Download The Latest Agenda