WBA Personal Banker School
The fall WBA Personal Banker School will start on Monday, September 30, 2024 at 9:00 a.m. and adjourn on Tuesday, October 1, 2024 by 4:00 p.m. The school will be held at the WBA office in Madison.
This school has been designed to get personal bankers up to speed quickly by providing them with the techniques and knowledge they need to successfully sell, cross sell, refer and service the banking industry’s ever expanding list of financial products. Attendees will leave the school better equipped to provide your customers with exceptional product knowledge and customer service.
Curriculum Includes:
- Compliance Overview: focusing on regulations and laws that every personal banker should know.
- Account Titling: covering individual and joint accounts, trusts, minor accounts, POAs, PODs and business accounts.
- Understanding the Financial Side of Banking: understanding the business of banking and the retail bankers role in overall bank profitability.
- Building & Maintaining Relationships: assessing customer needs, identifying opportunities and building relationships with your customers.
- Steps for Successful Sales, Cross-Sells and Referrals
- Kick Starting High Performance: understanding your role at the bank and having the skills that are necessary to achieve your goals and exceed performance expectations.
- Group case study and in-class activities to apply what you have learned.
School Faculty:
- Scott Birrenkott, director of legal, Wisconsin Bankers Association
- Jennifer Pieper, senior facilitator/assistant vice president, BMO
Who Should Attend?
This school was developed for Personal Bankers, New Accounts Personnel, Universal Bankers, and others who manage retail account relationships. Both new and experienced staff will benefit.
Course Requirements:
Attendees will be expected to attend and participate in all school sessions, complete all pre-school assignments, and participate actively in group and class discussions.
Registration Information:
The registration fee of $495 includes program registration, instruction and materials, and daily lunch and refreshment breaks.
Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA on or before September 16, 2024. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.
