Universal Banker Model – Time for a “Re-set”?

Pre-Covid, many community and regional banks had already transitioned (or attempted) to the Universal Banker (UB) delivery model in their branches.  The realization (or not) of declared objectives and/or value from these change initiatives has been questionable.  ...

The 6 Keys to a Strategic Plan for Community Banks

In this article we share the 6 keys for a winning strategic plan for community banks, and the Market-Beating Strategy workbook to help your team get flawless execution and whole-team buy-in. This article includes: – Target Customers – Products –...

What matters most for bankers right now

The “New Normal” is not here yet. This is how banks must transition while everything is still in transition…      ~ by expert bank strategist, Tim Scholten When the Pandemic hit in February, you and your team needed to immediately zero in on what...

Reignite your Bank Team’s Entrepreneurism

In this article titled “Community Banks Must Reignite Entrepreneurism to Remain Vital” by Jay Blanford, he highlights 4 ways banks can remain and become more entrepreneurial. https://thefinancialbrand.com/75281/community-banking-entrepreneurial-spirit 1- Have Passion...

What is the new normal for financial institutions?

During the pandemic customer behaviors have changed immensely. They needed to bank differently during the shelter at home quarantine. For many clients, this was an uncomfortable change, but one that ultimately worked and is something they may continue to do. The...