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Where does the Universal Banker model fit with your branch staffing?


With customer channel preferences changing and branch transactions declining, most bank branches are staffed with more personnel – and often different types of staff — than ideally needed.


Institutions that have successfully implemented this model have realized increased sales, lower staffing costs, and greater staff retention.


In this 4 minute video, Ric Carey, who has had extensive experience in implementing and managing the Universal Bankers, discusses best practices and practical implementation tips.




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