Training Matters

What does your online identity look like? Does your credit union or bank have a social media presence? If so, are you actively and consciously using social media? Honey talks to Amy Howell, CEO and Founder of Howell Marketing Strategies. Amy and Honey discuss the do's and don'ts of social media for banks and credit unions. How does social media fit in the highly regulated world of banking? What can you share with your customers? What social media platform should your bank or credit union use? Who should be using it on your organization's behalf? If you're not sure what social media for banks or credit unions looks like, this is the episode for you. Learn the answers to your questions from social media expert Amy Howell.

About our Guests

Formerly from Texas and Alabama, Amy Howell has been in Memphis working in the marketing & public relations field since graduating from Rhodes College in 1986. Founded in 1994, Howell Marketing Strategies, LLC serves clients of all sizes in a variety of industries such as real estate, banking, aviation, manufacturing, service firms and more. Howell is a veteran marketing professional having earned numerous awards for her work, most recently garnering a national award for SEO use.

Honey talks to Jennifer Sommers, Loan Officer at The Community State Bank and Karen Butcher, Director of Educational Development at Whitaker Bank. Honey, Jennifer, and Karen all know first hand how performance-based coaching can improve your professional and personal life. Karen and Jennifer were coached by Honey and tell their personal story on how impactful this experience was. Honey expands on the benefits and talks about WDEP, a common tool used in performance coaching.

The financial crisis should have been a wake-up call, but instead, the government doubled down with Dodd-Frank; A way to encourage consolidation by adopting extraordinary assistance programs to ensure the survival of banks that are too big to fail. But what about the community banks? How are they affected by these regulations? Do they even play a role in what caused the great recession and how do they cope with them?

To find out, Honey talks to Roger Beverage, president and CEO of the Oklahoma Bankers Association since March 1988. Roger has more than 30 years of legal experience in banking matters. He was a trial lawyer for several years and had regulatory and supervisory responsibilities for Oklahoma's financial institutions and securities industry.

Roger shares his insights on the waves of rules and regulations the great recession has flooded community banks with.

Have you ever dealt with a bank robber? Did it play out by the book? It’s hard to prepare for all potential scenarios and identify all possible security risks. With branches that are more open and visitor-friendly, it’s more important than ever to ask yourself: “Are we prepared for the worst?”

We talk to fraud expert Barry Thompson about bank robbery, embezzlement, and how new and hip branch concepts affect security.

Barry Thompson is know as the “Fraud Educator”. He is a Certified Regulatory Compliance Manager and an instructor for many industry conferences and schools. Barry has more than three decades of experience in the financial services industry, making him the go-to guy when it comes to all your security and risk-related questions.

Darlia Fogarty brings a wealth of knowledge and practical experience to our banks as well as our staff. After 12 years as a commissioned national bank examiner with the OCC, Darlia developed an expertise in compliance while administering examinations in banks of all sizes. She contributed as a member of the Retail Credit Team, with a Compliance Designation. Darlia also holds 10 years of experience as a compliance officer/auditor and 4 years as a compliance/audit consultant. Darlia has spoken at a number of conventions, meetings and schools throughout the years. Her articles can be found in State Banking Association magazines. Darlia oversees the creation of tools and resources while also fielding questions from a wide range of regulatory and compliance issues faced by banks of all sizes.

Is your bank or credit union prepared for changes in your marketplace? Are you adapting to the latest trends and demands? Are you even aware of them? If not, this episode will be your wake-up call. Don’t let changes in your market catch you by surprise! In this Training Matters Honey Shelton talks to Joe Sullivan, expert in marketplace evaluation for banks and credit unions. Joe discusses how to transform your branch and its staff to keep up with the customer’s ever-changing needs. This is an episode you don't want to miss!

Trent Fleming is widely recognized as an expert in many areas of banking technology, operations, and strategy. Trent's is an expert on identifying the products and services needed for growing your community bank or credit union. You'll enjoy Trent's insight in how to get the business and grow your bank or credit union!

Vicki Kraai is Owner/Founder of VK Solutions, a community bank consulting company that provides guidance to community banks to grow their people and profitability. She tells Honey her story on how she went from being a bank teller, to being a bank president to running her own company in this episode of Training Matters: From Bank Teller to Bank President and Beyond. Honey and Vicki also discuss talent management and customer experience tips you can apply at your bank or credit union.

Vicki has a comprehensive background in community banking and project management. She is respected as a people-oriented facilitator and leader and is able to build consensus, shape organizations and produce results. She is a customer focused strategy expert and grew up in the financial services industry from teller duties to Bank President/CEO/Owner.

Senior Training Consultant and Certified Bank Training Professional Janice Branch talks about how she became the raved about trainer she is today. Janice has learned that wanting to be a trainer and being one are two different things. In this episode of Training Matters she shares her story with our listeners. This episode is not to be missed by all of you who are aspiring to be a trainer or even become a Certified Bank or Credit Union Training Professional yourself through our Train the Trainer Boot Camp.

In episode 8 of Training Matters, Honey Shelton welcomes Kathy Box, Executive Vice President of Professional Development with the Texas Bankers Association in Austin, Texas. Kathy manages all educational activities at Texas Bankers Association for the last 20 years. Honey talks to her about what bankers associations can do for you and and why bankers associations are an invaluable resource for anyone in the financial industry. Honey concludes the show with 5 tips on customer service