Universal Banking: Solutions During COVID-19

with
Trish Springfield
On-Demand
$129.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.
Financial institution expert Trish Springfield will share solutions to help you make the client experience an exceptional one for your institution. You will learn which capabilities to add, expand, and change.

Topics Covered

  • How can you simplify processes for your clients or members?
  • What education should you provide about self-service solutions?
  • Which new technologies can make transactions easier?
  • How can you better multitask during peak transaction days?
  • How should you balance client service with business development and growth?
  • What capabilities can you leverage to please clients or members?
Scheduled for 60 minutes including question and answer period.

Training Overview

Say “yes” more. Expand service offerings to amaze clients and members.

As the COVID-19 pandemic persists, the demand for remote technology services continues to increase. Clients and members want ways to work with their institutions based on their preferences, comfort, and timelines.

You need to provide amazing client experiences using multiple channels and tools to meet expectations.

  • How can you simplify processes for your clients or members?
  • What education should you provide about self-service solutions?
  • Which new technologies can make transactions easier?
  • How can you better multitask during peak transaction days?
  • How should you balance client service with business development and growth?
  • What capabilities can you leverage to please clients or members?

Who Should Attend?

  • Front line staff
  • Client facing staff
  • Front line managers
  • Branch/office managers
  • Human resources professionals
  • Operations managers
  • Location managers
  • Division supervisors

Expert Presenter

Trish Springfield

  • Founder of Energize2Grow
  • Has worked with banks, retailers, educators, and corporate trainers for over 27 years on how to energize, optimize, and capitalize on growth opportunities
  • Previously Executive Vice President of Retail Banking for Southern First Bank, a $1.6 billion bank with offices in South Carolina, North Carolina, and Georgia
  • Served as the Retail Banking Executive at The Palmetto Bank as well as for The South Financial Group (now TD Bank)
  • Faculty member of the Barret Graduate School of Banking School and the South Carolina School of Banking

See What Others Are Saying:

"Ms. Springfield's energy is excellent for training and I cannot think of any improvements."

-Molly W.

"Information was good, I have been in banking for 21 years and have learned a lot of different things along the way being the fact that I have worked for Credit Unions and Banks."

-Meika W.

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.