

Dave Martin is a consultant specializing in retail banking strategies, including in-store branches. He is the founder of the retail bank performance company BankMechanics.
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Focus on ensuring your teams know why you make changes, and they will be far more likely to make those changes work for you.
November 1 -
One of the missteps in banks’ attempts to build productive sales and service cultures is overemphasizing sales processes and tactics while underappreciating product knowledge.
October 4 -
Natural disasters like Hurricane Harvey reveal banks’ ability to lend a hand to communities in need, and to keep employees engaged and motivated for the initiatives that matter most.
September 6 -
Bankers who shake more hands, ask more questions and, yes, hand out more business cards than the competition will win more clients.
August 3 -
Whether it is a bank branch or an automated fast-food kiosk, talented and engaged employees will remain integral to future success.
July 5 -
The acquirer of the failed Milwaukee bank passed on assuming control of 107 in-store locations, but drawing a sweeping conclusion about the state of in-store banking from one story is difficult.
May 31 -
Bankers are well aware of the industry transformation taking place. However, they need to convince employees that change is worthwhile before turning reimagined business models into realities.
May 2 -
Success stories offer relevant lessons for those charting and executing a strategy, but with the proper perspective, stories of setbacks show bankers where they can and must improve.
April 6 -
Scheduling time for senior executives to visit branches and work alongside staff is a productive and motivating step for all parties involved.
March 1 -
So-called branch experts may recommend aggressive sales techniques, but the most successful sales teams talk the least about the bank’s products and services.
February 1