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Universal Banker - Training Program

Published: Thursday, October 31, 2019

Hello All.  I am new to the banking industry.  Would anyone be willing to share how they train their universal bankers?  What is the timeframe of the training?  What topics do you cover?  What have learned along the way that made the program even better?  

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Thank you in advance for your comments,

Jan

7 Comments
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Hi Janet. I lead the Talent Dev team at a large CU in the DFW area. Our Operations team have begun a project to convert to Universal Associates. We are partnering with them to design a new learning approach that includes intervals of classroom and OJT and coaching. Our Universal Associates comprise three levels and the learning process focuses on level matched training tracks that build upon prior learning. I'm happy to discuss with you and learn what you are doing.
Stephen
I would like to set up a meeting to discuss. Can you let me know the best way to contact you?
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Hello Ms. Stauffer,
I am a Training and Development Specialist at a Credit Union. We currently have separate job roles for our Tellers and Financial Service Representatives (Membership/Loan Officers). The tellers attend a five day training course on teller transactions, and the Financial Service Representatives attend a twelve day course on membership and loans. Once their managers feel that they have mastered their main roles, many have come back to attend the other courses. Hope this helps
You are welcome! It depends on their individual development plan and the needs of the branch. At this time, we do not have a specific time frame. As far as keeping the learners engaged, we implement a lot of hands-on learning and role playing. We also include gamification and e-learning.
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Thank you for your response.
What is the average time span before they come back to attend other courses?
What tips/tricks do you have to keep them engaged?
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Ms. Stauffer- I have never trained banking, nor do I really know what the scope of a Universal Banker would be. When I worked in an organization that processed student loans we provided about 4 weeks of blended learning training before they they were allowed to work on the floor (this varied some during the time I was there and got down to 2 weeks toward the end). This training included all the governmental regulations that impacted these employees. Hope that helps.
Thank you for your reply.
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