Oregon Bankers Association

Today, OBA’s Jennifer Schubert is marking a significant milestone: 20 years with the Oregon Bankers Association. As the manager of member engagement, Jennifer has been a vital connection for hundreds of bankers throughout her career. Thank you for your 20 years of service, Jennifer!

??Featured Webinar of the Week: 10 Traps to Avoid to Enhance Service Delivery - September 18th Research says that it takes ten times the effort to keep a customer loyal to an institution today in comparison to the effort it takes to get them to choose to do business with the institution in the first place. Financial institutions looking for ways to increase the relationship with the customer know that the success of the relationship is in the hands of the people who wait on and assist customers every day. While certainly an important skill, it takes more than processing transactions accurately to grow the relationship with the customer. Customers like to do business with a person, not a place. The warmer the relationship between the customer and employees who assist them, the more opportunity there will be to increase and enhance the customer’s relationship with the institution which results in a loyal customer. ?? Audience: Customer Contact Personnel, Call Center Agents, Supervisors, Trainers, and anyone with authority over customer contact personnel would benefit from this webinar. https://lnkd.in/g3WVkYxH

??Featured Webinar of the Week: Digital Banking Issues – What Are the Compliance Requirements? - September 25th We are seeing a rapid shift in the way financial institutions interact with their customers and conduct business to a more remote, online delivery model. Not that these capabilities haven’t always been present, but since the pandemic, much more business is conducted remotely, and this is a trend we can expect to continue. What are the requirements to keep in mind when conducting business in this fashion? ?? Audience: Anyone at your institution that deals with customers in a non-in-person environment, including over the phone and/or electronically, will benefit from this session. This includes customer service representatives, loan officers, compliance professionals, auditors, legal staff, management, and many more. https://lnkd.in/g7SKDNsU

Today, we're thrilled to acknowledge Darrin Quillen, Vice President of OBA’s subsidiary, Synergy by Association, Inc., as he marks 12 years of outstanding service.?Thank you, Darrin! ??????

??Secure Your Seat at OBA's Peer Group Summit!?? Join us on October 9 at the Salem Convention Center for a day of collaboration, learning and networking with fellow bankers and industry experts. Featuring keynote speaker Tim Mahedy, breakout sessions on fraud, financial crime, AI in banking and more. Don't miss the opportunity to connect, explore current banking issues, and celebrate outstanding leadership with the OBA Presidential Award. ?? Register now! https://lnkd.in/gq_WbjqZ #OregonBankers #PeerGroupSummit

??Featured Webinar of the Week: Posting with Confidence: Social Media Compliance - September 11th Today’s marketing department has the benefit of many advertising options, including social media, websites, TV, radio, and more. Whether your promotions are digital, print, or televised, multiple compliance regulations strictly prescribe what can be said, the elements that should be included, and how they should be displayed. Compliance violations can result in fines or lawsuits. ?? Audience: This informative session is designed for marketing officers, compliance officers, and internal auditors. https://lnkd.in/gvU3kV9m

We look forward to hosting about 50 OBA members in Eugene later today for our second Member Mixer. A special thank you to our Mixer sponsors: Invaluable People NCR Voyix Oregon Pacific Bank Summit Bank Synergy by Association, Inc.

Have you made plans to attend Oregon's premier banking industry event? Registration is now open for the Oregon Bank Leadership Symposium, where bank executives, directors, emerging leaders, and industry partners will convene in Eugene on December 9-10. ?? Exciting Program Update! We're thrilled to announce that Captain Greg "BOSS" Wooldridge, former leader of the Navy’s Blue Angels, will be joining us for an inspiring presentation. Greg will share the key elements of the Blue Angels' culture that drive them to unparalleled excellence. He’ll dive into powerful aspects of leadership, emphasizing trust and gratitude as crucial components for adapting to change and elevating team performance. His insights offer invaluable lessons for any organization striving for success. organization striving for success. ? Secure your flightpath to the Symposium and sign up today: https://lnkd.in/gPjHw3BX

Registration is open for the Oregon Bank?Leadership Symposium, the premier Oregon-focused event for bank executives, directors, emerging leaders and industry partners. Make plans now to join us December 9-10 in Eugene, Oregon. Secure your registration, hotel accommodations, sponsorship or exhibit space here: https://lnkd.in/gPjHw3BX

??Featured Webinar of the Week: IRAs 2024 from A-Z - 2 Day Streaming - August 13 & 14 This 2 day live stream covers everything you need to know about IRAs. Whether you attend the IRA Basic, IRA Advanced or both, you will receive the latest electronic version of the?275-page IRA "Red Book" Training Manual. We will use this manual in both events. ?? Audience: Everyone even remotely involved in IRAs at your financial institution including: New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who need this update and are involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts. Experienced IRA Personnel who like a slower pace workshop to cover all the new changes in a comprehensive manner. https://lnkd.in/gVMED_PU