Embody your institution’s brand promise and deliver on your strategic goals—every time.
Empower your team with the skills and confidence to deliver a seamless, client-first experience. The Universal Associate model is a game changer for financial institutions, enabling cross-trained employees to handle everything from transactions to advisory services. Whether you're just beginning your journey or fine-tuning an existing program, Universal Associate Advantage ensures your institution is future-ready, with employees who can drive engagement and meet client needs from start to finish.
Our program is designed to guide your executive and branch leadership teams through the implementation or optimization of the Universal Associate model.
A deep dive into your institution’s goals, culture, and current challenges to tailor the experience for your team.
Engaging discussions and hands-on activities designed to build the framework for a successful Universal Associate model, including role development, training pathways, and communication strategies.
Resources to streamline the transition and ensure lasting results, from job descriptions to progression paths and coaching guides.
Post-workshop follow-up, coaching calls, and access to a resource hub to support your team throughout the rollout process.
Your Program Includes:
A custom-designed roadmap for your institution to develop a fully integrated Universal Associate model, including a timeline for training, progression, and guidance on incentivizing your frontline.
Soft templates and guides for training associates, branch managers, and the implementation team for tracking development, and coaching toward mastery.
Ongoing consulting support via email and phone as needed. Scheduled coaching calls to ensure your institution stays on track.
In today’s competitive environment, your clients expect fast, personalized, and efficient service, and your frontline staff needs to be equipped to meet those expectations. The Universal Associate model allows for a more flexible, empowered workforce that can handle a wider range of client needs while enhancing overall engagement.