Extraco has been one of the best decisions we have made, from changing the hiring procedures to changing the lobby culture.
It was money well spent.
Wem Mellown
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FedFis
From the minute the Fintech Cowboys shared their vision for The RoundUp, we knew it was different than other community bank conferences. We have been honored to support The Roundup and Bankers Helping Bankers.
branch transformation
Fifth District
Branch transformation at its finest! It has been our pleasure to support Fifth District Savings Bank with their physical and human capital investment in modernization.
Executive Vice President & Chief Human Resources Officer of Bank of North Carolina & BNC Bank
SVP, Director of Marketing and Communications
President, Kingville Market & Chief Operations Officer
Executive Vice President Retail Division of Athol Savings Bank
Chief Operations Officer of Texoma Community Credit Union
Executive Vice President & Chief Client Experience Officer of WestStar Bank
VP, Regional Sales and Development Manager of Northrim Bank
More From Our Clients
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“We have been working with Extraco since July of 2011 to develop a Retail sales culture in our bank. From day one, it has been like having an extra department working for our bank. Extraco Consulting has helped us avoid the mistakes that are made when implementing new cultural changes. They also helped keep our bankers on track and motivated with customized training, educational meetings and progress phone calls. Extraco has been one of the best decisions we have made, from changing the hiring procedures to changing the lobby culture. It was money well spent.”Wem Mellown President of CCB Community Bank
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"Extraco Consulting is a critical must have partner for all banks. Their team skillfully partners with our business-lines to learn about the banks’ culture and goals going forward. Working with the bank, Extraco Consulting creates industry proven strategies to accomplish the goals set forth using data driven analysis. Extraco Consulting values the relationship with our bank and even after the project was completed, continued to share industry leading insights and roadmaps. Extraco Consulting provides our bank with proven strategies for all areas of banking so every business line will see new efficiencies and growth. Each of their strategies are also scalable so as our bank grows, the template does not necessarily have to change."
Jason Savage Senior Vice President & Chief Information Officer of Loan Star National Bank -
"As a community banker, it’s always great to work with talented and experienced consultants who can help you wade through the complexity of a special project. That’s what the team from Extraco provided. However, what set them apart is this: The people on the team didn’t feel like “outside” consultants. Rather, it was as if they were long-time colleagues who understood our culture and needs, then helped us find solutions that married their experience with our operational needs."
Joseph Bartolotta Chief Customer Officer of North Shore Bank -
"James Geeslin, the BAI Maverick Banker of the Year, received the award for “applying maverick ideas in a comprehensive, pull-out-all stops manner. For the past several years, Extraco Banks has pursued a top-to-bottom transformation of its retail branch operations that affects everything from floor plan layout to deposit-handling technology to employee training — and at no small risk to customer service and company revenues. Given the difficult economic environment facing banks today, the willingness to re-think old ways of doing business deserves commendation."
Kenneth Cline Managing Editor of BAI Banking Strategies -
"Of all the banks Celent has researched, Extraco Banks may best illustrate the cultural, technical, and physical transformation needed to address today’s challenges."
Bob Meara Senior Analyst, Banking Group of CelentRead more -
"Extraco’s expertise in the SWARM model was a game changer for our organization. As we were moving to a universal model and renovating our branch, we wanted to make sure that our member experience was exceptional and that we were able to get our employees and members on board with these changes. Extraco provided us with the knowledge and support that we needed to be successful. Having the ability go to Texas to experience the SWARM model first hand was instrumental in the success of our new model. Our employees have easily transitioned to SWARM and our members have fully supported the change in our branches."
Annie Kolbus Director of Retail Operations of On Path Federal Credit UnionRead more -
"We used Extraco Consulting for new product and sales training. It was terrific to work with professionals such as Lindsay Green and Holly Garza. I would have no hesitation recommending Extraco, and in fact I will make sure I do. Their team exceeded all expectations."
Bill Woodbury CEO & President of Bank of PensacolaRead more -
"Extraco Consulting did an excellent job of helping us take a holistic look at our Digital and Branch strategies. They first took the time to learn our culture and meet our staff, which helped them better identify challenges, opportunities, and solutions for us. Because they have such vast industry knowledge and connections, Extraco was able ot provide us with valuable insights into what products were in the marketplace and how they could benefit our customers and our orgnization. They time we spent onsite at Extraco with Holly and Lindsay was especially beneficial, and gave us the chance to see hoe their strategies were directly applied. Their candor and transparency were what set them apart and gave us a realistic view of what would and would not work for our Digital and Branch strategies."
Chris Barnick SVP of Consumer Banking of Think Mutual BankRead more -
"Extraco’s site visit, onsite training and shadowing programs have provided Unibank with the foundation for success. Instituting a culture change within an organization is a difficult task. Extraco Consulting has helped us lay the groundwork and execution plan for a greatly improved process for hiring and training. These changes will provide us with a vastly improved retail delivery system and competitive innovation."
Christopher D. Foley EVP, Chief Banking Officer of UniBankRead more -
"Extraco Consulting played a big role in our Universal Banker implementation by providing us with tools, knowledge, and hands on training. They also identified some gaps we had in our plan and were able to help us fill them through sharing their own experiences and best practices. Their training program differed from any other we had in the past, as they not only taught us the materials but showed us how to keep it alive and sustainable."
Debbie Almstrom Vice President, Branch Administration of Webster Five Cents Savings BankRead more -
"We attended the Fiserv National Conference in Las Vegas in May of 2016, and several of their sessions were on the subject of branch transformation. I was amazed to find that we are SO much ahead of the game, primarily due to Extraco Consulting's help, knowledge and guidance. Wow. Thank you for the amazing leg up Extraco Consulting!"
Frank Sexton Chief Operating Officer of New Peoples BankRead more -
"Extraco Consulting marketing services produced a branded educational video for our new fraud alert program. From the moment I first spoke with Lindsay Green, I knew we were in good hands. Her team met our short time frame and was a pleasure to work with every step of the way."
Jodi Greulich Vice President, Marketing Manager of Civista BankRead more -
"American Bank of Commerce is in the process of transforming our existing branch network into a Universal Banker concept. We were eager to explore various technology options and to understand how best to transition existing staff into Universal Associates. We registered for Extraco’s SWARM Banking – Universal Banker Certification workshop, and we were wowed by the experience. Extraco provided comprehensive training materials and facilitated role-playing sessions with their own bankers which was extremely beneficial. We were also able to tour one of their locations to see the SWARM method in action and observe the successful achievement of an enhanced customer experience utilizing technology. I am grateful for this experience and certain it will help us continue to successfully transform our ABC Banking Centers."
Judy Helm SVP, Director of Retail Sales & Marketing of American Bank of CommerceRead more -
"In anticipation of an acquisition, Veritex Community Bank needed to thoroughly review it's processes and procedures across the organization. Based on my previous experience with a former employer, I knew exactly who to recommend - Extraco Consulting! Once the acquisition was public, we expanded our project scope to include the acquired bank's operational departments in order to assist with combining and streamlining the merger. The acquired bank was on a different core and Extraco's experience with various core providers helped us determine the best course of action in addition to their expertise in removing waste from our processes and procedures. We truly value their insight and consider them a valued partner."
Michael Bryan SEVP, Chief Information Officer of Veritex BankRead more -
"Working with the Extraco team has been nothing short of amazing. From pre-planning to post visit follow up, their staff has truly exceeded our expectations."
Philip Suckow Retail Operations Support Manager of Incredible BankRead more