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Tag: training

  • Top 5 Tips for Branch Expansion

    Top 5 Tips for Branch Expansion

    Consider these 5 Tips for Branch Expansion from our CEO: Tip 1: Let customer/member behavior, not legacy footprints, steer expansion decisions The former playbook of density by inertia won’t win today’s market. Even as digital adoption grows, on-the-round demand persists: a recent survey showed one-third of U.S. consumers still consider branches essential for their banking…

  • The Expert Anywhere Approach: A Model for Service Delivery

    The Expert Anywhere Approach: A Model for Service Delivery

    Customer expectations are changing fast. So should our approach to branches. Retail Banking has been on something of a journey lately. Mobile apps and digital transactions are growing rapidly. Yet, banks and credit unions of all sizes are still investing in branches, remodels, and hybrid service delivery formats. What’s driving that? It’s not nostalgia. It’s…

  • Eight Reminders for High-Performance Teams in Retail Banking

    Eight Reminders for High-Performance Teams in Retail Banking

    Leadership in the banking and credit union world is never easy. The stakes are high, the regulatory environment shifts, and customer/member expectations are rising. Over time, many leadership teams struggle not because they lack talent or good intent, but because the leader overlooks fundamental truths about building and sustaining culture, accountability, and trust. Below are…

  • Leadership by Listening

    Leadership by Listening

    I recently stopped by a job site just during the installation phase of a new branch project. The electrician mentioned a change in the layout that hadn’t made it to the construction drawings. It was a passing comment, nothing formal. But it would have caused a serious delay if we hadn’t caught it at that…