RETAIL BANK TRAINING

Drexler Consulting, LLC  provides a full curriculum of training through banking associations. Our Certified Branch Manager Series, the Universal Banker, Certified Teller and Essentials of Banking are offered by most of the bank associations.  Ask other associations about our programs.  We also offer three forums: Senior Retail Forum, Retail Banking Forum and BSA Officer’s Forum.

Business Development:  Protecting your customers and gaining new business are keys to the success of any community bank's growth in today's volatile environment.  We will provide your bank to have a focused, systematic approach to business development.  No longer can we rely on customers coming to us; we must get out of the bank and call on current customers, as well as prospective customers. This two-day Business Development Workshop is designed to provide the foundational systems and to develop the skills needed to be effective at making business calls. We will address some of the common reasons why business development is so challenging: dealing with the discomfort of making calls; finding the time to make calls; and, ensuring the calls are focused and results-oriented. Participants are encouraged to bring actual customer and prospect situations to the training workshops. 

Essentials of Banking:  With reduced in-branch transactions and customer visits and increases in technology, less traditional teller functions are needed. No longer can a frontline team member say, “It’s not my job!” Today’s frontline team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, “universal “ banker. Likewise, the customer base is shifting from the traditional “visit the bank twice a week”, to quick response, electronic banking relationships with the bank.  This two-day certification program focuses on the essentials for today’s universal banker in providing exceptional service, making referrals, and building profitable relationships from millennials to baby boomers. The Certification Program is packaged full of checklists, job aids, case studies, examples and “real world” situations. Attendees will also receive a Certification of Completion. 

Universal Banker: Technology is reducing in-branch transactions and customer visits and increases in technology, less traditional teller functions are needed. No longer can a frontline team member say, “It’s not my job!” Today’s frontline team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, “Universal” banker. Likewise, customer base is shifting from the traditional “visit the bank twice a week”, to quick response, electronic banking relationships with the bank.  This two-day certification program focuses on the essentials for today’s universal banker in providing exceptional service, making referrals, and building profitable relationships from millennials to baby boomers. The Certification Program is packaged full of checklists, job aids, case studies, examples and “real world” situations. Attendees will also receive a Certification of Completion 

Sales & Service:  We have a variety of sales and customer service programs that can be use to meet the needs of your banks frontline personnel.  These programs can be presented as workshops at your facility or delivered  to multi locations and after hours to reduce member expense and operational interruptions.