Day Two: Reading Your Customer’s Mind: Balancing High Tech and High Touch
Tuesday, November 19th, 2019
Is your bank or credit union looking to drive growth without adding branches? Make sure to sit in on this session with Chuck Frederick, Chief Retail Officer at Academy Bank. In order to move smaller business/commercial loans out of the commercial lenders world and allow them to pursue larger commercial relationships, Academy Bank has implemented a business banker line of business that integrates into their technology centers to drive business loans and deposits. The program has generated millions in deposits which has self-funded the millions in loans they have put on the books. Learn the steps taken by Chuck and his team to make this happen, such as:
-Training their retail branch managers to become business banking certified which puts a focus on the specific area the bank is looking to become known for in the markets they serve
-Having these now certified employees engage with business customers and partner with business, TM and commercial bankers to drive referrals
-Building an incentive plan around business deposits and loans to drive specific behaviors
Please join our three keynotes from this morning as they answer your questions on their sessions!