AOF Build-A-Banker A Cha-Ching Day for Recruitment and Enrichment NAF Summer Institute 2007 Washington, D.C.
Introductions <ul><li>Kyler Brengle, AOF Director </li></ul><ul><li>Jean Redmond, AOF Teacher </li></ul><ul><li>Lisa Month...
Session Outcomes Participants will; <ul><li>Understand how a local Advisory Board utilized partnership connections to prep...
Agenda Preview <ul><li>Planning and organization </li></ul><ul><li>Build-A-Banker event </li></ul><ul><li>Student feedback...
Who is in the room today? <ul><li>Name </li></ul><ul><li>Where you are from </li></ul><ul><li>Role with AOF  </li></ul><ul...
Connections <ul><li>Maryland Career Development Frameworks </li></ul><ul><ul><li>Self-Awareness </li></ul></ul><ul><ul><li...
Build-A-Banker Day; Why & Who? <ul><li>Recruitment and Enrichment </li></ul><ul><li>Three groups of students with varying ...
Planning <ul><li>Recruitment discussed at local Advisory Board meeting </li></ul><ul><li>Advisory Board member knew the Co...
Three groups rotated through three sessions; <ul><li>Lending </li></ul><ul><li>Branch Operations </li></ul><ul><li>Support...
1. Lending <ul><li>Description of lending process </li></ul><ul><li>Identify the many people involved in evaluating and pr...
Lending Dana Thomas: Eagle Bank
2. Funding & Branch Operations <ul><li>Virtual tour of a bank branch </li></ul><ul><li>Purpose and significance of primary...
Branch Operations In the Federal Reserve Bank Board Room! Lisa Monthley: New Windsor State Bank
Branch Operations sample slide <ul><li>Directs, develops, motivates, hires and disciplines branch staff </li></ul><ul><li>...
3. Support Systems <ul><li>Identify personality traits associated with positions in support system areas; </li></ul><ul><u...
Support Systems Jason Safely and Kulley Bancroft: Sandy Spring Bank
4. Management <ul><li>Leading the business </li></ul><ul><li>Leading others </li></ul><ul><li>Leading by personal example ...
Management <ul><li>Drawing on what the students had learned in the previous three sessions they attempted to answer the qu...
Management Carolyn Mroz:  Bay Vanguard Savings Bank Mike Middleton: Community Bank of Tri-County
Management sample slide  Characteristics for Success <ul><li>Inspiring Commitment:  Motivates others to perform at their b...
Federal Reserve Bank Tour
Event Walk-Aways <ul><li>Handouts from the various sessions </li></ul><ul><li>Tote bag including: </li></ul><ul><ul><li>MB...
Student Feedback <ul><li>100% of participants either Strongly Agreed or Agreed with the following statements; </li></ul><u...
Feedback continued <ul><li>What could be done to improve Build-A-Banker Day? </li></ul><ul><ul><li>“ It should be more int...
Feedback continued <ul><li>Overall, Build-A-Banker Day was; </li></ul><ul><ul><li>“ A very eye opening experience to behin...
Reflection & Brainstorming <ul><li>What aspects of Build-A-Banker Day would be most beneficial for my AOF, and that I coul...
Reflection & Brainstorming <ul><li>What other business groups could I partner with for a Build -A -  _______ Day related t...
Agenda Review <ul><li>Planning and organization </li></ul><ul><li>Build-A-Banker event </li></ul><ul><li>Student feedback ...
General Principles & Transferable Points <ul><li>Accept ideas from others </li></ul><ul><li>Don’t be afraid to think big <...
Q & A Completion of Session Evaluations
Contact Information <ul><li>Jean Redmond, AOF Instructor </li></ul><ul><ul><li>410-751-3630  [email_address] </li></ul></u...
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Aof build a-banker

  1. 1. AOF Build-A-Banker A Cha-Ching Day for Recruitment and Enrichment NAF Summer Institute 2007 Washington, D.C.
  2. 2. Introductions <ul><li>Kyler Brengle, AOF Director </li></ul><ul><li>Jean Redmond, AOF Teacher </li></ul><ul><li>Lisa Monthley, Advisory Board member </li></ul><ul><li>Kulley Bancroft, Maryland Bankers Association </li></ul>
  3. 3. Session Outcomes Participants will; <ul><li>Understand how a local Advisory Board utilized partnership connections to prepare and deliver this academy enrichment event </li></ul><ul><li>Understand the planning involved and the content included in the event </li></ul><ul><li>Consider next steps for their future curriculum enhancements and Advisory Board involvement </li></ul>
  4. 4. Agenda Preview <ul><li>Planning and organization </li></ul><ul><li>Build-A-Banker event </li></ul><ul><li>Student feedback </li></ul><ul><li>Brainstorming and discussion </li></ul><ul><li>Q&A </li></ul><ul><li>Closure </li></ul>
  5. 5. Who is in the room today? <ul><li>Name </li></ul><ul><li>Where you are from </li></ul><ul><li>Role with AOF </li></ul><ul><li>“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).” </li></ul>
  6. 6. Connections <ul><li>Maryland Career Development Frameworks </li></ul><ul><ul><li>Self-Awareness </li></ul></ul><ul><ul><li>Career-Awareness </li></ul></ul><ul><li>AOF Curriculum </li></ul><ul><ul><li>Banking in-house operations and central banking via the Federal Reserve </li></ul></ul><ul><ul><li>Career Exploration </li></ul></ul><ul><ul><li>Interpersonal Skills </li></ul></ul>
  7. 7. Build-A-Banker Day; Why & Who? <ul><li>Recruitment and Enrichment </li></ul><ul><li>Three groups of students with varying levels of understanding about banking; </li></ul><ul><ul><li>Completed AOF </li></ul></ul><ul><ul><li>Currently in AOF </li></ul></ul><ul><ul><li>Incoming and Prospective AOF students </li></ul></ul>
  8. 8. Planning <ul><li>Recruitment discussed at local Advisory Board meeting </li></ul><ul><li>Advisory Board member knew the Consumer Education Council (CEC), of the Maryland Banker’s Association, was looking for a new project </li></ul><ul><li>The CEC organized the day, planned the sessions </li></ul><ul><li>AOF Director handled local coordination such as permission slips and transportation </li></ul>
  9. 9. Three groups rotated through three sessions; <ul><li>Lending </li></ul><ul><li>Branch Operations </li></ul><ul><li>Support Systems </li></ul>Then came together for; Management Federal Reserve Tour
  10. 10. 1. Lending <ul><li>Description of lending process </li></ul><ul><li>Identify the many people involved in evaluating and processing a loan </li></ul><ul><li>Identify skill sets needed in various positions </li></ul><ul><li>Relate to other banking functions </li></ul>
  11. 11. Lending Dana Thomas: Eagle Bank
  12. 12. 2. Funding & Branch Operations <ul><li>Virtual tour of a bank branch </li></ul><ul><li>Purpose and significance of primary functions </li></ul><ul><li>Who makes things happen? </li></ul><ul><li>Identify skill sets needed for each position </li></ul><ul><li>Relate to other banking functions </li></ul>
  13. 13. Branch Operations In the Federal Reserve Bank Board Room! Lisa Monthley: New Windsor State Bank
  14. 14. Branch Operations sample slide <ul><li>Directs, develops, motivates, hires and disciplines branch staff </li></ul><ul><li>Monitors branch operating results </li></ul><ul><li>Approves consumer loan applications within authorized levels </li></ul><ul><li>Accountable for annual goals such as deposit growth/retention, loan production, budget & referrals to other departments </li></ul><ul><li>Always represents the Bank in a friendly and favorable image while focusing on building lasting relationships within the community </li></ul>BRANCH MANAGER
  15. 15. 3. Support Systems <ul><li>Identify personality traits associated with positions in support system areas; </li></ul><ul><ul><li>Training and Sales </li></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><li>Security, Legal, and Audit </li></ul></ul><ul><ul><li>Marketing and Public Relations </li></ul></ul>
  16. 16. Support Systems Jason Safely and Kulley Bancroft: Sandy Spring Bank
  17. 17. 4. Management <ul><li>Leading the business </li></ul><ul><li>Leading others </li></ul><ul><li>Leading by personal example </li></ul>
  18. 18. Management <ul><li>Drawing on what the students had learned in the previous three sessions they attempted to answer the question; </li></ul><ul><li>“ What skills and personality traits </li></ul><ul><li>does a CEO need?” </li></ul>
  19. 19. Management Carolyn Mroz: Bay Vanguard Savings Bank Mike Middleton: Community Bank of Tri-County
  20. 20. Management sample slide Characteristics for Success <ul><li>Inspiring Commitment: Motivates others to perform at their best. Focused, driven… Vision capable. </li></ul><ul><li>Forging Synergy: Maintains smooth, effective working relationships; promotes effective teamwork. </li></ul><ul><li>Developing and Empowering: Offers constructive feedback and encouragement; delegates work and encourages individual initiative. </li></ul><ul><li>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. </li></ul><ul><li>Communicating Effectively: Expresses ideas clearly and concisely; disseminates information about decisions, plans, and activities. Reads emotions. </li></ul><ul><li>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. </li></ul>LEADING OTHERS
  21. 21. Federal Reserve Bank Tour
  22. 22. Event Walk-Aways <ul><li>Handouts from the various sessions </li></ul><ul><li>Tote bag including: </li></ul><ul><ul><li>MBA desk supply kit </li></ul></ul><ul><ul><li>Clip and ballpoint pen </li></ul></ul><ul><ul><li>A bag of shredded money </li></ul></ul><ul><ul><li>Build-A-Banker portfolio </li></ul></ul><ul><ul><li>Stress balls from the Management session </li></ul></ul>
  23. 23. Student Feedback <ul><li>100% of participants either Strongly Agreed or Agreed with the following statements; </li></ul><ul><li>Build-A-Banker Day; </li></ul><ul><ul><li>Improved my understanding of how bank operations are interrelated. </li></ul></ul><ul><ul><li>Improved my understanding of the skills sets involved in banking positions. </li></ul></ul><ul><ul><li>Improved my understanding of the role of the Federal Reserve Bank . </li></ul></ul>
  24. 24. Feedback continued <ul><li>What could be done to improve Build-A-Banker Day? </li></ul><ul><ul><li>“ It should be more interactive.” </li></ul></ul><ul><li>How could Build-A-Banker Day encourage students to enroll in the AOF? </li></ul><ul><ul><li>“ Prepare them for what they might learn.” </li></ul></ul><ul><ul><li>“ It shows career opportunities available in the financial field that AOF prepares them for.” </li></ul></ul><ul><ul><li>“ Need to talk about AOF more.” [during the event] </li></ul></ul>
  25. 25. Feedback continued <ul><li>Overall, Build-A-Banker Day was; </li></ul><ul><ul><li>“ A very eye opening experience to behind the scenes of a bank.” </li></ul></ul><ul><ul><li>“ I would recommend it to anyone who is interested in Finance.” </li></ul></ul><ul><ul><li>“ Awesome!” </li></ul></ul>
  26. 26. Reflection & Brainstorming <ul><li>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. </li></ul>
  27. 27. Reflection & Brainstorming <ul><li>What other business groups could I partner with for a Build -A - _______ Day related to the AOF? </li></ul>
  28. 28. Agenda Review <ul><li>Planning and organization </li></ul><ul><li>Build-A-Banker event </li></ul><ul><li>Student feedback </li></ul><ul><li>Brainstorming and discussion </li></ul>
  29. 29. General Principles & Transferable Points <ul><li>Accept ideas from others </li></ul><ul><li>Don’t be afraid to think big </li></ul><ul><li>When presented with a specific task, business partners are more than willing to help </li></ul><ul><li>Your level of involvement may vary from one event, or type of event, to another </li></ul><ul><li>Student contact with professionals is rewarding and motivating to both groups </li></ul>
  30. 30. Q & A Completion of Session Evaluations
  31. 31. Contact Information <ul><li>Jean Redmond, AOF Instructor </li></ul><ul><ul><li>410-751-3630 [email_address] </li></ul></ul><ul><li>Kyler Brengle, AOF Director </li></ul><ul><ul><li>410-751-3131 [email_address] </li></ul></ul><ul><li>Lisa Monthley, New Windsor State Bank </li></ul><ul><ul><li>410-635-6406 [email_address] </li></ul></ul><ul><li>Kulley Bancroft, Sandy Spring Bank </li></ul><ul><ul><li>301-260-3614 [email_address] </li></ul></ul>

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