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Universal Banker/Branch Employee: Answering the Burning Questions

January 17 @ 12:00 pm - 1:30 pm EST


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Many FIs are thinking about or attempting to transition from traditional tellers/CSRs into some form of a Universal Banker/Branch Employee.

And yet, for many, an effective transition remains elusive. While each FI is unique, there are common questions that bankers have about making this transformation:

  • How do you bridge over from Tellers/CSRs to Universal Bankers?
  • What changes are needed in the physical branch to achieve Universal Employee success?
  • What kind of training is needed for Universal Branch Employees?
  • What can be done to limit employee turnover during the Universal Employee transition?
  • Just how universal are the tasks that a UBE would undertake?
  • How can you create a meaningful incentive/bonus program for UBEs?

Join us for this extended Universal Branch Employee webinar, FAQ and practical examination of how to make the Universal Banker/Branch Employee transformation a smooth and successful one for your institution.


$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, January 17, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)


  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

David Peterson
Founder/Chief Strategic Officer, i7 Strategies


Register Now Pay by Check


January 17
12:00 pm - 1:30 pm
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