DBSI's Universal Associate Workshop

Defining The Universal Banking Model

In response to evolving client expectations, financial institutions are embracing the Universal Associate Model, a cornerstone of future readiness, aimed at delivering efficient transactions with personalized service. This model empowers cross-trained employees to cater to clients’ needs from start to finish, revolutionizing the branch experience and fostering stronger connections. Moreover, it drives down costs, boosts client engagement, and contributes to the overall satisfaction of branch staff members. Through our extensive experience collaborating with financial institutions, we’ve identified the essential elements crucial for a successful rollout. Our program provides a comprehensive platform for robust discussions and activities, enabling your organization to make critical decisions and navigate the transformative journey with confidence.

Start Here

DBSI has worked with hundreds of financial institutions that say they have rolled out the Universal Agent Model. Through our interactions with these organizations, we have seen the good and bad, what works and what doesn’t. Our team has identified seven key elements that must be included to roll out the Universal Agent model successfully. With these seven foundational elements, we created a rigorous one-and-a-half-day workshop for your executive team. Your team will participate in robust discussions and activities designed around making essential decisions for your organization.

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Begin your journey with the end in mind to build your institution’s vision of a fully trained Universal Associate

Create a defined path and framework to implement the Universal Associate Model within your financial institution

Develop a clear vision for the skills and responsibilities of the Universal Associate and the Progression Path to move your current employee base from where they are to where you’d like them to be

Create outlines for training, coaching, and communication from pre-rollout to post rollout

Utilize provided templates and frameworks for all seven elements in the rollout process

Provide resources for your team and continue conversations

A customized implementation plan to seamlessly integrate within your banking institution for maximum effectiveness.

An exclusive landing page featuring essential documents and a comprehensive recap of the key decisions made during the Universal Associate Workshop and key decisions made.

Ready-to-use templates that can be personalized with your branding, assisting your team throughout the rollout process for enhanced efficiency and effectiveness.

Ongoing guidance to address any challenges, and ensure sustained success in implementing the Universal Associate Model.

Key Deliverables

Whether you have fully transformed all your branches, just one branch, or transformation is a dream of your future, DBSI has designed and created the Universal Associate Workshop to apply to your financial institution no matter where you are in your journey. It is critical when competing with the current retail and banking environments that you meet your clients where they are at. With DBSI’s Universal Associate Workshop, your organization will catch you up and surpass the others in growth.

Key Deliverables

A customized implementation plan to seamlessly integrate within your banking institution for maximum effectiveness.

Ready-to-use templates that can be personalized with your branding, assisting your team throughout the rollout process for enhanced efficiency and effectiveness.

An exclusive landing page featuring essential documents and a comprehensive recap of the key decisions made during the Universal Associate Workshop and key decisions made.

Ongoing guidance to address any challenges, and ensure sustained success in implementing the Universal Associate Model.

“Thank you DBSI for helping us on our journey to better servicing our members and providing career paths for our employees!”

- Dianna – Learning and Development Specialist

“Thanks so much for your support and for guiding us through this important exercise to help us form a solid plan forward.”

- Anonymous

“I loved the activities and the conversations they created. Janice did a wonderful job leading the sessions! It was fun, engaging, and exactly what we needed.”

- Jaci Pohl, Branch Manager

“Being able to hear how Trius will be using this FSO to take care of members’ needs at our branches was helpful. Marketing will be communicating this to members and being able to be a part of this training was very helpful and insightful.”

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We can Transform your team into universal associates

Defining The Universal Banking Model

Start Here

We Work With You To:

Begin your journey with the end in mind to build your institution’s vision of a fully trained Universal Associate

Create a defined path and framework to implement the Universal Associate Model within your financial institution

Develop a clear vision for the skills and responsibilities of the Universal Associate and the Progression Path to move your current employee base from where they are to where you’d like them to be

Create outlines for training, coaching, and communication from pre-rollout to post rollout

Utilize provided templates and frameworks for all seven elements in the rollout process

Provide resources for your team and continue conversations

A customized implementation plan to seamlessly integrate within your banking institution for maximum effectiveness.

An exclusive landing page featuring essential documents and a comprehensive recap of the key decisions made during the Universal Associate Workshop and key decisions made.

Ready-to-use templates that can be personalized with your branding, assisting your team throughout the rollout process for enhanced efficiency and effectiveness.

Ongoing guidance to address any challenges, and ensure sustained success in implementing the Universal Associate Model.

Key Deliverables

Key Deliverables

A customized implementation plan to seamlessly integrate within your banking institution for maximum effectiveness.

Ready-to-use templates that can be personalized with your branding, assisting your team throughout the rollout process for enhanced efficiency and effectiveness.

An exclusive landing page featuring essential documents and a comprehensive recap of the key decisions made during the Universal Associate Workshop and key decisions made.

Ongoing guidance to address any challenges, and ensure sustained success in implementing the Universal Associate Model.

Here is what our clients are saying:

“Thank you DBSI for helping us on our journey to better servicing our members and providing career paths for our employees!”

- Dianna – Learning and Development Specialist

“Thanks so much for your support and for guiding us through this important exercise to help us form a solid plan forward.”

- Anonymous

“I loved the activities and the conversations they created. Janice did a wonderful job leading the sessions! It was fun, engaging, and exactly what we needed.”

- Jaci Pohl, Branch Manager

“Being able to hear how Trius will be using this FSO to take care of members’ needs at our branches was helpful. Marketing will be communicating this to members and being able to be a part of this training was very helpful and insightful.”

- Anonymous

“Great training. Enjoyed when you were able to help us dig deeper when needed or if we need to get back on track you helped get us there.”

- Laura Robbins - Director of Marketing

“Janice has been awesome in facilitating this process and we appreciate the support Jason gives!”

- Lisa

"Honestly, you exceeded my expectations, Janice. Great Job! I really enjoy working with you guys."

- Amy Schade - VP of Lending

Transform Your Service Model