Why must credit unions shift from tellers to universal bankers to stay competitive and viable? Who makes the best universal banker – a banker or a hospitality professional? Dive deep into the universal banker phenomenon when you read our guide: How to Evolve Your Branches with Universal Bankers.
Learn the three steps to transition a branch with human tellers performing transactions into today’s modern retail store staffed with universal bankers who sell, sell, sell.
- Hire the right people – learn the six questions to ask in a universal banker interview
- Pump up incentives to create a culture that focuses on top-notch member service
- Choreograph the branch – take a lesson from Trader Joe’s, Southwest Airlines and USAA
Also discover the value of engagement and how it translates to improved customer service and higher revenue.