The Banker Of The Future – Becoming A Universal Banker
For a bank to be successful, not only must it bring in new business, it must also retain existing customers.

Additionally, it must get these customers to use every financial product and service they truly need.

To reach these goals, there is a critical key, and that key is employees who are well trained, knowledgeable, and who understand the banking industry.

With this in mind, we see a change in the traditional role of employees. Employees’ roles are going from working in one area, such as new accounts, tellers, or customer service, to becoming well rounded and being able to work in multiple roles.

Accomplishing this task requires employees who understand why being versatile is so important, as well as commitment from management to provide employees with quality training so employees have more than brief exposure to the various roles required of a universal banker.

This program teaches supervisors and staff the expectations of a Universal Banker, plus skills needed to be effective in this role. Leave with a plan of action and specific tools to become a Universal Banker.

Covered Topics

  • Why being a Universal Banker is Important
  • Pros and Cons of Being a Universal Banker
  • The Role of the Universal Banker
  • Skills Required of a Universal Banker
  • Steps an Employee Can Take to Gain the Skills Required
  • Avoiding the One Pitfall in Becoming a Universal Banker


Supervisors and staff will learn the expectations of a Universal Banker, plus skills needed to be effective in this role.


John Baptista, Jr. combines over three decades of experience in the financial industry and business world, with specialties in management, and customer service. He links his experience with that of being a seasoned veteran as a consultant and presenter of a variety of programs. With a lifetime of customer relations and “real world” experiences, he brings a unique learning dimension to each of his programs. He is an alumnus of the University Of Southern California and the University of San Diego.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits


  • Live Webinar which includes 5 Day On-Demand  - $265
  • Six Month On-Demand – $295
  • Live plus Six Month On-Demand – $365
  • CD-ROM (Includes Six Month On-Demand) – $325
  • Premier (Includes all options) – $395
  • Additional Locations – $75               


Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.