Jim Caliendo

Jim Caliendo, President and COO, PWCampbell, to speak at the Pennsylvania Credit Union Association Convention this week. To learn more about his presentation “From Traditional to Universal Staffing…Overcoming Obstacles Within Retail Branches” please stop by the session or contact us for a copy.

While there are many benefits to implementing the Universal Banker model including fewer branch employees, enhanced career paths, increased productivity, flexibility in staffing, improved customer satisfaction and a boosted sales experience, there can also be just as many obstacles. Two of the biggest hindrances to successfully executing this model include the physical make up of the retail environment and branch staff.

During this session, attendees will learn how to enhance the customer experience and encourage open dialogue by incorporating more customer interactive capabilities through the use of technology, interior branch redesign and enhanced retail branding.

On the staffing side, this session will cover what it takes to convert existing employees to the universal model including communication, training and empowerment. Attendees will walk away from the session with sample universal banker employee profiles and assessments as well as a sample photo book of ideas on key physical elements necessary for any type of transformation within the branch retail space.

For more information, visit the PCUA Events page.

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