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Incentives, Ethics, Account & Loan Growth

Thursday, August 23rd, 2018

10:00 am - 12:00 pm CT

Length: 2 hours                    Sponsored by Bank Webinars

Click Here to register $265.00

Click Here to register and receive CD recording $395.00

In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning?

This webinar will discuss several related issues regarding incentives, ethics and how to grow both the account and loan portfolio. These issues are all intertwined.

Topics Will Include:

  • Ethics In Banking – Putting What Is Most Important At The Forefront
  • Motivating Employees, The Incentives– What Works and What Does Not Work
  • Incentives For Clientele - Be It Clients, Customers or Members
  • Ideas To Grow Both The Account And Loan Portfolio

Attendees will leave with a plan of action, a plan they can put into immediate practice. They will learn the specifics and background that caused this warning to be issued by the CFPB. Finally, participants will learn concrete steps to avoid negative publicity that can occur when an organization places the wrong goal at the forefront. As a major commercial bank found out publicity of this type is not what you want.

Note: Issues relating to compliance and legalities will not be covered nor is any legal or compliance rulings or advice being presented.

Who Should Attend?

All those responsible for setting goals, objectives, and incentive plans. This includes senior management, board members, supervisors of new accounts, tellers, and loan officers. Additionally, marketing personnel would benefit.


John Baptista Jr., knows the financial industry and the business world. John left the world as a commercial banker and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one.

As a trainer and consultant, his background links his experiences to be a highly sought after speaker. With a strong knowledge of customer relations and “real world” experiences, he brings a unique learning dimension to each of his programs. He is an alumnus of the University of Southern California and the University of San Diego.

As an award winner in the area of customer service and as the youngest branch manager in the history of one of the largest California Banks, he recognized early the importance of customer service.

His training style is described as, “down to earth, refreshing and engaging with a practical approach to education”. He takes the text book and transforms it to the real world using a variety of teaching techniques and methods. From lap tops and Ipads, and the use of the internet or webinars, all participants can relate.