Manage Your Most Important Assets -Relationships, Teams, Brand
About This Course
Every bank possesses three critical assets that demand active management to drive exceptional results: relationships, teams, and brand. These assets—spanning your employees, customer connections, and trade area reputation are the foundations to success. When leveraged within a strong bank culture, they attract, retain, and expand your customer base while supporting long-term growth. How your institution manages its core assets will determine your ability to adapt, navigate emerging challenges, and deliver value to customers. This course shares insights into unifying teams, optimizing customer engagement, and leveraging internal strengths to drive success.
Topics covered in this course
- Overview: The Bank’s Three Core Assets
- Strengthening Relationships Across Channels
- Aligning and Empowering Teams
- Leveraging Brand to Build Trust and Growth
- Key Takeaways and Action Steps
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.
This course is covered under team memberships.
See Team Memberships