Future Branches 2019

November 18 - 20, 2019

Hilton Austin, Austin, TX

Jamie Harrison, Chief Retail Officer at Meritrust Credit Union

Jamie Harrison


Chief Retail Officer
Meritrust Credit Union

Check out the incredible speaker line-up to see who will be joining Jamie.

Download The Latest Agenda

Day Two: Reading Your Customer’s Mind: Balancing High Tech and High Touch

Tuesday, November 19th, 2019


11:10 AM Tonight Show Panel : The Future of Your Staffing Model from the Perspective of Different Sized Institutions

During this brand new format panel, panelists will be brought onstage one at a time to talk through how they are approaching the staffing model in their branches. They will each discuss how they’ve changed the approach to staffing in their branches already, what their future staffing plans are and how the size of their institution has affected what they’ve been able to accomplish. This continues until all  panelists have had their turn to speak, at which point, the group will take Q&A from the audience
•What have you changed about the staffing model of your branches? 
•Have you rolled this change out to multiple branches or your whole network?
•What do you envision for the staffing model of your future network?

3:15 PM Case Study REMIX: Hiring and Onboarding for the Universal Banker Role

  • Understanding the role you are hiring for and what the goal of it is
  • Deciding what skills make the most sense for that person to have and developing a profile for the right candidate
  • Figuring out that this role might require a different kind of skillset and thus not necessarily be right for a seasoned bank teller
  • Looking for potential candidates in the right places- where might you find people with those skills?
  • Putting together an onboarding process that trains them properly but also makes them feel like a part of the team