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 GuestsFormerly 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 re

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

Listen to Honey Shelton and Debbie Crawford as they share their thoughts on fraud on the frontline and how to prevent it. Both Debbie and Honey have an extensive background in banking. They are in a unique position to discuss security issues banks and credit unions have to deal with on the frontline. You'll learn the consequences of the wrong approach can be hard!

Honey talks with InterAction Training's very own Zack Merril. Zack was responsible for managing a branch, determining and developing training needs, and finding the right people for the bank or credit union. His unique combination of responsibilities has given him valuable insights in how to manage your branch and your people. Honey and Zack also discuss how the universal banker could change the banking landscape. You have to hear this to elevate your staff to a new level of professionalism and provide a memorable customer service.

In this month's Training Matters, Honey talks to Adelee Mirelez, Performance Improvement Consultant and Director of the Contact Center at Insperity. They discuss call center management and best practices. Adelee shares the secrets on finding the right call centers agents and providing amazing training to ensure they really excel. Learn how to stay on top of things when your call center agents have to deal with a high call and email volume and upset customers. Find out what essential tools you need to give your call center agents the ability to shine in their job.

Tune in to hear what webinar expert, Mark Bennett, has to say on the value and importance of webinars for your bank or credit union staff responsible for training. Find out great ways webinars can boost your knowledge and skills without the issues commonly associated with training. In this 4th episode of Training Matters, Mark and Honey also discuss why every trainer should attend the upcoming Bank Trainers Conference.

In this month's episode, Honey talks to Cindy Rowan, President at Performance Management Solutions and expert in performance assessment. Honey and Cindy discuss why assessing training needs is important and how to perform one at your bank or credit union with a simple but effective six-step process.

What is happening with the sales culture at your financial institution? In this episode, your host, Honey Shelton, talks with Bill Gibson, VP, CoreTrac about different efficiencies and key behaviors that result in bumping up sales at your company. Bill has an extensive background in consulting with banks and credit unions on strategies that help track progress with your sales culture. Listen to Bill’s experience and expertise in this episode of Training Matters! You’ll want marketing, retail, training and leadership to tune in to hear how to get your sales culture where you want it to be!

Are you and your team prepared for all the ways training delivery is changing? In this episode, Honey Shelton talks to Mary Beth Guard about topics that are going to shake up the financial world. Mary Beth is an attorney, co-founder of bankersonline.com and executive manager of BOL Insiders. Listen to her unique insights in this first episode of Training Matters! Train your staff to be fully prepared for these upcoming changes!