Page 5 - Savings Institute Bank & Trust Case Study

“Adding universal bankers gave the greatest productivity lift,” Wood said. “We were able to
reduce staff from 6 to 4 (a 33% reduction) from the old to the new template. This was primarily

a function of incremental training that built up their skill-set until they could handle far more
complex tasks and responsibilities than they had in the past.

“The second most important aspect was the technology, particularly cash recyclers and mobile
Surface. This also includes the actual layout and design of the Financial Solutions Center.
Technology drives productivity, but the environment itself also increases productivity in terms
of how the space is utilized and how the universal bankers interact with customers. For
instance, it also includes the positioning and type of furniture used in addition to the LED

lighting environment. The universal bankers are the prime enhancers.”

Savings Institute currently provides customers with the ability to track their online banking
across several channels. This automatically promotes mobile banking, and there’s been a
significant increase in browsing sessions on the bank’s website that confirms this adoption. The
branch manager has a wireless Surface tablet, attends business calls as a live service solution,
and is able to open accounts, etc. The universal bankers at the Tolland Financial Solutions