Join WBA for this complimentary, one-hour webinar, presented by Marc Gall and Kent Musbach from BOK Financial Capital Markets.
About the webinar:
Bankers are facing the most inverted yield curve in over 30 year (if not ever!). With margins under pressure, there are no easy decisions. At this session, we will discuss the current rate environment, liquidity management and actions to consider for short term and long term success at your institution.
About the Speakers – Marc Gall & Kent Musbach
Marc Gall currently serves as a Vice President of BOK Financial Capital Markets. His primary responsibilities include managing the asset/liability modeling and consulting practice, developing balance sheet strategies for community banks, facilitating ALCO meetings and investment portfolio management. Prior to joining BOK, he worked at Nexity Bank, M&I Bank and Strong Capital Management. Mr. Gall is a graduate of the University of Wisconsin, La Crosse, where he earned a bachelor’s degree in Finance and Economics. He also earned his M.B.A. from Marquette University and completed the Graduate School of Banking at UW-Madison in 2015.
Kent Musbach currently serves as Senior Vice President of BOK Financial Capital Markets and is responsible for asset/liability and investment portfolio management for clients. Mr. Musbach also advises clients on loan and deposit pricing strategy. In addition, he works with clients to produce annual budgets, capital planning and liquidity management. Mr. Musbach has been in banking for nearly 30 years with experience in retail, lending, investment portfolio management and asset/liability management. He is a graduate of Marquette University with Bachelor of Science in Finance.
Register Your Team Today!
While there is no registration fee for this complimentary member webinar, we do ask that members register one attendee for each planned webinar connection, to assist with our planning and to ensure sufficient webinar capacity.
This webinar will be broadcasted via the Zoom Webinar platform. Audio will be available via your computer/device or via call-in number. A recording of this webinar will be made available following the live presentation.
The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on May 24; June 21; July 19; August 23.
About the Program:
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.
Who Should Attend?
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.
Suitable for anyone who wants to learn more about the commercial lending process — the backbone of most banks’ lending portfolios.
The required textbook for this course is Commercial Lending, 7th Edition.
IMPORTANT: Be sure to order the required book for this course. We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.
Call Centers create a competitive advantage for organizations that learn to create them well; whether there are two or two hundred people answering calls. In most instances, calls are answered by an (AVRS) automated voice response system allowing the caller to participate in determining where they need to be routed. This streamlines the process; routing the person to the agent best suited to assisting the caller. While this process makes sense for the business, do callers become frustrated with being stuck in an endless loop of options to choose from so that when an agent comes on the line they are met by a frustrated caller?
There are three key factors that must be present in order to deliver on an exceptional Call Center experience for members. The Call Center must employ effective people, have effective internal processes and have effective information technology. The primary focus for Call Center managers is to learn how to make these key factors work together effectively to deliver on the promise of a world class service delivery proposition.
Covered Topics
- Establish training curriculum for Call Center Agents
- Determine and Institute a Call Flow Guide
- Create a motivational work environment
- Build consistency between agents
- Decrease member dissatisfaction
- Reduce excessive call times
- Practice Coaching techniques that increase agent performance
Who Should Attend?
Call Center Managers, Trainers, and Supervisors will all benefit from this webinar.
Presenter
Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Branch was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.
Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Branch is the “go-to” person every bank wants to hear from. Participants appreciate her “been there, done that” humor along with her expert ability to facilitate learning.
Branch has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Branch has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.
A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.
Registration Options
Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $85 per person
