Roundtable Event

Staffing Models for New Branch Designs

08.23.2018 - 08.23.2018 (tech)

Online via Adobe Connect

Download the Slides

Written Executive Summary 

VIDEO NOTE: An audio issue with the recording means there is no sound until the 1 minute, 17 second mark. 

Branches are changing, fast.  We all know that, but when contemplating new space age designs for your members – have you thought through the internal impacts? Branch evolution affects many things including selecting, training, engaging and incentivizing staff. 

Join us to hear trends and benchmarks from an industry expert in branch design. She will also cover the various methods of using universal agents plus other technologies and branch attributes to manage workflow.   

Then two credit union practitioners will discuss lessons learned and how they navigated their branch upgrades and changes.

Meet Your Speakers: 


  • Thomas Garrett, Director of Branch Operations at LGE Community Credit Union
  • Jim Pack, SVP + Chief Member Service Officer at Coastal Credit Union
  • Jamie Eads, Director of Retail Staffing at Bancography





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