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Universal Banker Project Manager Certification Workshop:
Components of a Successful Branch Transformation Strategy

Join Extraco Consulting for a one (1) day workshop designed to educate participants in the basic components that led to the formation of the award winning Universal Banker Model, known as SWARM BankingTM.  SWARM Banking is more than just a Universal Banker model, it is a holistic approach to the customer experience that ensures excellence beyond customer expectations.  As a part of the workshop, see the model in action while touring a financial center where you can talk to employees and see all of the technology that enables the model to run smoothly. Learn about implementation hurdles and best practices from experienced change agents.  Finally, identify how the model can be customized for your organization and help you differentiate from the myriad of Universal Banker models in the industry. 

Workshop Topics Include:

  • An Introduction to SWARM Banking & Branch Transformation
  • Component 1: People - Recruiting, Hiring and Training
  • Component 2: Products - Simplification and Effective Marketing
  • Component 3: Processes - Mapping and Continuous Improvement Routines
  • Component 4: Technology - The Enabler and Physical Spaces


Additional Program Content:

  • Participate in a Financial Center Tour to "See the Model in Action"
  • Question & Answer Session
  • PDF copy of Seminar Presentations



Workshop Dates Available in 2018:



  1. February 6th - Session is Full - Contact us for a private seminar
  2. May 8th - Session is Full - Contact us for a private seminar
  3. September 18th - Session is Full - Contact us for a private seminar
  4. November 6th - Session is Full - Contact us for a private seminar

*2019 workshop dates will be posted by November 1, 2018.


Workshop Pricing:

  • Universal Banker Certification Workshop ONLY
         1st Participant = $1,000
         2nd + Participant(s) = $750 each
  • Combination with 1 Train-the-Trainer session:
         1st Participant = $925
         2nd + Participant(s) = $725 each

  • Combination with full Train-the-Trainer series:
         1st Participant = $825
         2nd + Participant(s) = $675 each




For a more detailed overview of the Train-the-Trainer seminar and topics for the Behavioral Training to support Universal Banker Strategies, view our brochure.





*Available only to bank and credit union attendees.  Seminars are not available to vendor participants.

Universal Banker Workshop

Name *
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Bank or Credit Union Name *
E-Mail Address *
Phone Number *
Mailing Address *
Workshop Date Preference *
Additional Participants (Discounted Rate)