An ever-growing number of banks and credit unions are electing to introduce the Universal Banker model into their branch networks. This approach—in which bank employees are trained to perform multiple tasks ranging from traditional teller transactions to more specialized services like opening accounts and processing loans—offers advantages to both customers and employees.
However, there are challenges associated with implementing the model that impact nearly every element of branch operations, from the hiring process to bank culture. Despite such challenges, leaders of banks and credit unions experienced in implementing the model testify to its value.
In this white paper, you will learn how the universal banker model:
Download a step-by-step guide to move financial institutions towards the universal banker model.