Striking a Balance Between Organizational Growth and Operational Efficiency

In today’s ever changing business environment, bank leaders are faced with hard decisions on how to allocate the company’s resources and still make a profit. Will a focus on growth or operational efficiency create value for our clients and the institution's bottom line?

Recorded Friday,
March 15th, 2024
Presented by Kristi Krayneski
1h 30m total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Deposit
  • General Compliance
  • Management/Employee Development
  • Sales
  • Compliance Officer
  • Controller/Accountant
  • Deposit Operations Manager/Specialist
  • Human Resources Officer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Senior Management

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Financial services leaders are often faced with the choice of investing in client growth projects or streamlining business processes to cut costs. It is an age-old debate: What creates the most profit for the company and boosts the balance sheet? Let’s explore both areas and learn more about creating a thriving business model where both can exist in harmony.

What You'll Learn

  • Defining your growth strategy and metrics for success
  • Evaluating who is an ideal client and the value can we provide
  • Team skillsets and ability to provide value and impact to clients
  • Defining business process improvement and metrics for success
  • A continuous improvement culture and mindset
  • Evaluating: Is the solution more people or a tool?

Who Should Attend

Presidents, CEOs, CFOs, COOs, Operational Officers/Directors/Managers, Growth/Sales Officers, Retail Banking Officers/Directors/Managers, and Marketing Directors will benefit from this webinar.

Kristi Krayneski

Instructor Bio

Kristi loves to bring the impact of 25 years of financial services and banking experience to how leaders lead their employees and companies through growth and change within the industry. As a former community bank COO, she brings unique perspectives to the InterAction Training audiences on how leaders and employees can create an environment of healthy, forward-thinking change. She loves to share your experiences within banking and how to implement with practical leadership steps to help grow you and your team!