AOF Build-A-Banker
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1 AOF Build-A-Banker A Cha-Ching Day for Recruitment and Enrichment NAF Summer Institute 2007 Washington, D.C.
description
AOF Build-A-Banker. A Cha-Ching Day for Recruitment and Enrichment. NAF Summer Institute 2007 Washington, D.C. Introductions. Kyler Brengle, AOF Director Jean Redmond, AOF Teacher Lisa Monthley, Advisory Board member Kulley Bancroft, Maryland Bankers Association. - PowerPoint PPT Presentation
Transcript of AOF Build-A-Banker
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AOF Build-A-BankerA Cha-Ching Day for Recruitment and Enrichment
NAF Summer Institute 2007
Washington, D.C.
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Introductions
Kyler Brengle, AOF Director Jean Redmond, AOF Teacher Lisa Monthley, Advisory Board member Kulley Bancroft, Maryland Bankers
Association
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Session OutcomesParticipants will;
Understand how a local Advisory Board utilized partnership connections to prepare and deliver this academy enrichment event
Understand the planning involved and the content included in the event
Consider next steps for their future curriculum enhancements and Advisory Board involvement
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Agenda Preview
Planning and organization Build-A-Banker event Student feedback Brainstorming and discussion Q&A Closure
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Who is in the room today?
Name Where you are from Role with AOF “If I were a banker, I would be a (job
title) because of my (name a skill, quality, or personality trait you think the job requires).”
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Connections
Maryland Career Development Frameworks– Self-Awareness– Career-Awareness
AOF Curriculum– Banking in-house operations and central banking
via the Federal Reserve– Career Exploration– Interpersonal Skills
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Build-A-Banker Day; Why & Who?
Recruitment and Enrichment Three groups of students with varying
levels of understanding about banking;– Completed AOF– Currently in AOF– Incoming and Prospective AOF students
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Planning
Recruitment discussed at local Advisory Board meeting
Advisory Board member knew the Consumer Education Council (CEC), of the Maryland Banker’s Association, was looking for a new project
The CEC organized the day, planned the sessions
AOF Director handled local coordination such as permission slips and transportation
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Three groups rotated through three sessions;
LendingBranch Operations Support Systems
Then came together for;
Management
Federal Reserve Tour
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Lending
Dana Thomas: Eagle Bank
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Branch OperationsIn the Federal Reserve Bank Board Room!
Lisa Monthley: New Windsor State Bank
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Branch Operations sample slide
•Directs, develops, motivates, hires and disciplines branch staff
•Monitors branch operating results
•Approves consumer loan applications within authorized levels
•Accountable for annual goals such as deposit growth/retention, loan production, budget & referrals to other departments
•Always represents the Bank in a friendly and favorable image while focusing on building lasting relationships within the community
BRANCH MANAGER
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Support Systems
Jason Safely and Kulley Bancroft: Sandy Spring Bank
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Management
Carolyn Mroz: Bay Vanguard Savings Bank
Mike Middleton: Community Bank of Tri-County
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Management sample slide Characteristics for Success
•Inspiring Commitment: Motivates others to perform at their best. Focused, driven… Vision capable.•Forging Synergy: Maintains smooth, effective working relationships; promotes effective teamwork.•Developing and Empowering: Offers constructive feedback and encouragement; delegates work and encourages individual initiative.•Leveraging Differences: Works effectively with people who differ in race, gender, culture, age, or background and leverages the unique talents of others to enhance organizational effectiveness.•Communicating Effectively: Expresses ideas clearly and concisely; disseminates information about decisions, plans, and activities. Reads emotions.•Interpersonal Savvy: Understands own impact on situations and people; accurately senses when to give and take when negotiating. Overcoming the “Office of the President” effect.
LEADING OTHERS
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Federal Reserve Bank Tour
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Event Walk-Aways
Handouts from the various sessions Tote bag including:
– MBA desk supply kit– Clip and ballpoint pen– A bag of shredded money– Build-A-Banker portfolio– Stress balls from the Management session
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Student Feedback
100% of participants either Strongly Agreed or Agreed with the following statements;
Build-A-Banker Day;– Improved my understanding of how bank
operations are interrelated.– Improved my understanding of the skills sets
involved in banking positions.– Improved my understanding of the role of the
Federal Reserve Bank.
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Feedback continued
What could be done to improve Build-A-Banker Day?– “It should be more interactive.”
How could Build-A-Banker Day encourage students to enroll in the AOF?– “Prepare them for what they might learn.”– “It shows career opportunities available in
the financial field that AOF prepares them for.”
– “Need to talk about AOF more.” [during the event]
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Feedback continued
Overall, Build-A-Banker Day was;– “A very eye opening experience to
behind the scenes of a bank.”– “I would recommend it to anyone who is
interested in Finance.”– “Awesome!”
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Reflection & Brainstorming
What aspects of Build-A-Banker Day would be most beneficial for my AOF, and that I could adapt? Consider both enrichment and recruitment aspects.
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Reflection & Brainstorming
What other business groups could I partner with for a Build -A - _______ Day related to the AOF?
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Agenda Review
Planning and organization Build-A-Banker event Student feedback Brainstorming and discussion
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General Principles & Transferable Points
Accept ideas from others Don’t be afraid to think big When presented with a specific task,
business partners are more than willing to help
Your level of involvement may vary from one event, or type of event, to another
Student contact with professionals is rewarding and motivating to both groups
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Q & A
Completion of Session Evaluations
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Contact Information Jean Redmond, AOF Instructor
– 410-751-3630 [email protected]
Kyler Brengle, AOF Director– 410-751-3131 [email protected]
Lisa Monthley, New Windsor State Bank– 410-635-6406
Kulley Bancroft, Sandy Spring Bank– 301-260-3614
