The Universal Banker: A New Staffing Model
How does the Universal Banker model operate and would it fit your organization?

This session fleshes out the pros and cons with the latest best practices on managing this emerging role. 

Universal Banker — it’s the new buzzword in banking. But, how exactly does this model operate and would it fit your organization? Designed for anyone who is exploring or implementing a Universal Banker program, this dynamic two-hour webinar will flesh out the pros and cons of the Universal Banker and give some practical advice on how to manage this emerging role. How do you cross train employees to preform many different traditional banking roles and keep your customer base happy? Discover new best practice approaches for utilizing this staffing model.


  • Universal Banker pros and cons
  • Is this the answer to declining branch traffic?
  • Technology requirements
  • Converting to a Universal Banker model

What You Will Learn

  • Training and equipping your employees
  • Audit and compliance considerations
  • Creating a career path
  • Branch redesign
  • How the Universal Banker fits into your market
  • Getting your customer base on board


This webinar is aimed at all HR personnel and managers in any financial institution including: teller supervisors, call center managers, customer service managers, branch managers and executive management.  


Zack Merrill is a Senior Training Consultant and Certified Bank Training Professional (CBTP) at InterAction Training Systems (ITS). Before joining ITS, Zack was a branch manager and was responsible for developing and delivering training. His first-hand experience with leading, coaching and training translate in a real-world, results-oriented approach in his speaking engagements, webinars and workshops.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $590.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

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