General Session

John Baptista

Incentives, Ethics & Loan Growth
John Baptista, IMPACT Training & Consulting, Loveland, Colorado

In November of 2016, The Consumer Financial Protection Bureau, CFPB, warned financial companies about sales and production incentives that may lead to fraud or consumer abuse. How does an organization know if employee’s goals fall under this warning?

This program will discuss several related issues regarding incentives, ethics and how to grow the loan portfolio. These issues are all intertwined. Topics to be covered include:

  • Ethics In Banking – Putting What Is Most Important At The Forefront
  • Motivating Employees – What Works and What Does Not Work
  • Incentives For Members
  • Growing The Loan Portfolio

Attendees leave with a plan of action, a plan they can put into immediate practice. They will learn the specifics and background that caused this warning to be issued by the CFPB. Finally, participants will learn concrete steps to avoid negative publicity that can occur when an organization places the wrong goal at the forefront. As a major commercial bank found out publicity of this type is not what you want.

About John Baptista

John Baptista Jr., knows the financial industry and the business world. He left the world of commercial banking and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one. As a trainer and consultant, his background links his experiences as a highly sought after speaker. With a strong knowledge of customer relations and real world experiences, he brings a unique learning dimension to each of his programs. John is an award winner in the area of customer service and as the youngest branch manager in the history of one of the largest California Banks, he recognized early the importance of customer service. John takes the material and transforms it to the real world using a variety of teaching techniques and methods.

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