Site Tours and Reception: Dec 3, 2024 | Main Days: Dec 4-6, 2024
Austin Marriott Downtown, TX
Howard Meller has over 30 years of experience in the financial industry. He is a seasoned executive who has consistently demonstrated his commitment to innovation, growth, and exceptional service. As the President and CEO of People First Federal Credit Union, Howard leads a thriving member-owned cooperative that serves over 72,000 members and manages assets exceeding $875 million. Since joining the organization in September 2020, he has implemented transformative measures guided by his strategic vision for exceptional service and community engagement. Mr. Meller's expertise is built on a solid educational foundation. He holds an MBA in Finance from St. John's University. His skills span customer relationship management, strategy implementation, and problem-solving. Throughout his impressive career, which includes leadership roles at GHS Federal Credit Union, SunTrust Bank, and Bank of America, Howard has honed his proficiency in banking, credit, and customer service to an exceptional standard. His unwavering dedication to collaborative leadership marks Howard's professional journey. His comprehensive experience and incisive strategic approach continue to foster innovation and growth within the financial sector. His commitment to collaboration is not just a strategy but a philosophy that inspires those around him.
Your branch plays a vital role in nurturing long-term customer relationships. Through attentive service and personalized guidance, it fosters trust and loyalty. During this keynote panel, we will be focusing on how each interaction can become a stepping stone toward building enduring connections that extend far beyond transactions. Expect to hear:
· Prioritizing openness and honesty in all interactions with customers and members to build a foundation of trust and reliability
· Tailoring financial solutions to meet the individual needs and goals of each customer, demonstrating a commitment to their success
· Investing in ongoing communication and engagement to strengthen connections with clients, positioning yourself as a trusted advisor rather than just a transactional service provider
· Utilizing cutting-edge tools and platforms to streamline processes and enhance the customer experience
· Understanding your branch’s role as THE thing that sets you apart from fintechs or digital banks
· Reviewing the tech that can help connect your branches to your digital presence, so the experience is seamless
· Strengthening the training received by your in branch staff, who represent the human element in your branch
· Incorporating digitally enabled technologies to make branches more convenient and frictionless
· Increasing your emphasis on atmosphere and exclusive, unique experiences to bring customers to your branch
Check out the incredible speaker line-up to see who will be joining Howard.
Download The Latest Agenda