Program Overview

Mass Bankers and Performance Solutions, Inc. (PSI) are excited to announce the Universal Banker Certification program.

Today’s lean branch staffing models require that all team members are more knowledgeable, client-focused, flexible, efficient, and proactive than ever. Retail team members must be prepared to both serve the traditional client who visits the branch for transactional needs and the modern client who only contacts a banker when they need help addressing complex needs. This 2-day program focuses on the essential skills required for today’s Retail Banking, including problem-solving, advising, and proactively developing loyal client relationships.

Certification will be provided to participants who attend both workshops.

This program was formerly scheduled for May 8th and 9th and known as the Front Line Banker Certification Program. We hope the title change clarifies who is best suited to attend from your bank or financial institution.

What You Will Learn

• Professionalism for Today's Bankers
• Speaking the Customer Language – Communicating for Results.
• Becoming the One Source for the Exceptional Customer Experience
• Moving from Order Taker to Relationship Banker.
• Maximizing the Customer On-Boarding Process.
• Making Referrals as Simple as A-B-C.
• Building Customer Loyalty.
• Meeting the Specific Generational Needs of Today’s Customers.
• Effectively Managing Difficult Customer Situations.
• Handling Transactions Efficiently and In Compliance.
• Managing time, planning ahead, and setting priorities.
• And more!

Click HERE to Read Full Description

Who Should Attend?

Tellers and Universal Bankers, Relationship Bankers, and other Retail Banking client-facing staff.

Dates & Times

Workshop I – July 16th, 2024 | Workshop II – July 17th, 2024
8:30AM Registration, 9:00AM Program Start, 3:30PM Program Concludes

Workforce Training Fund Program

The Universal Banker Certification is eligible for the Express Program as part of Massachusetts' Workforce Training Fund Program.

The Workforce Training Fund Express Program assists companies in addressing their staff training needs by providing access to grants. To receive the grant, banks need to complete a short online application to request grant funds. Grant recipients with under 100 Massachusetts employees may receive full reimbursement of the cost of training upon completion of an approved course, up to $20,000 per calendar year. Financial institutions with over 100 Massachusetts employees are now encouraged to submit General Program applications. The deadline to apply for the grant is 21 days before the program begins.

The Course ID for the Universal Banker Certification Program is #C-3859. Mass Bankers strongly urges you to complete the process as soon as possible to ensure that your application is approved in time. For more information or to apply, visit the Workforce Training Grant Express Program site. Please note that your bank must have a Certificate of Good Standing. Click here to request one.