BCX Summit / Tuesday / September 12, 2023 / 4:15 PM

What’s New in Branch Design?

Although the importance of developing digital banking strategies cannot be ignored, it would be a mistake to ignore the changes happening inside the bank’s four walls. This session reveals how banks are using self-service technology to help customers move more easily through their transactions as well as creating multi-functional spaces that benefit both employees and customers. It also touches on upcoming trends such as smaller footprints and even pop-up sites.

PANELISTS

Alex DeJesus | Vice President, Member Experience | Addition Financial
Alex DeJesus is the Vice President of Member Experience for Addition Financial. He represents the voice of the members and of the Addition Financial work force, to help identify and eliminate areas of friction throughout the Credit Union. Alex also leads to the overall goal of membership and asset growth of the Credit Union and manages the contact center of the organization. In addition, he dedicates time to research new technologies and consumer trends for a proactive approach to any necessary pivotal change. Alex brings over 24 years of experience in the financial industry with a bachelor’s degree in business management and a certification in executive coaching. Alex is motivated by mentoring and coaching anyone who wants to excel in their careers and strives to make a positive impact in the lives of the people he interacts with.
Amber LeGrett | SVP, Business Strategies & Initiatives | Bank of America
Amber LeGrett manages the Voice of Client program that encompasses Bank of America’s 3,900 financial centers that serve more than 68 million U.S. consumer and small business clients. She is responsible for driving client experience initiatives and programs designed to improve overall client satisfaction, leveraging survey analytics and feedback processes. Amber started her career at Bank of America in 1998 as a financial center manager. She has since held multiple roles in the consumer bank from leading the company’s financial centers in Atlanta to developing national strategies to ensure a consistently exceptional experience for every client who visits a financial center.
Katie Meyers | VP, Client Experience Officer (CXO) | Manasquan Bank
Katie Meyers is an accomplished and driven professional with a passion to continuously innovate and enhance client experience in a rapidly-evolving financial landscape. She has been a valued member of the Manasquan Bank team since 2009 and has steadily climbed the ranks over the years. Her outstanding work ethic, creativity, and dedication to excellence have earned her multiple promotions within the company. She has extensive knowledge of brand management, internal communications, and marketing strategy, all of which is invaluable in her leadership position. With the recent completion of her Master of Arts in Communications from Monmouth University, Katie is well poised to further elevate the Manasquan Bank’s client experience practice. As the appointed CXO, Katie leads the charge of developing an overall strategy that will culminate in the continuous improvement of the Bank's service and experience.
MODERATOR

Brad Browder | CEO | HTx Services, LLC
Brad Browder is the Chief Executive Officer of HTx Services. HTx is a multi-vendor ATM and IT services provider based in New York. The company provides technical resources across the country to support financial institutions in their branch, headquarters and operation center facilities. With more than 30 years of industry experience, he leads HTx Services with a passion for customer engagement, service excellence, and HTx’s employees. Prior to joining HTx, Brad served as the Chief Executive Officer of Pendum, the nation’s largest third-party service organization for ATM and self-service devices in the retail (ISO/IAD) and financial institution markets. Before Pendum, Brad had a 15-year career with Diebold, most recently as Vice President of Sales Operations. Brad holds a B.A. in Economics from Indiana University in Bloomington, IN and earned his MBA from Xavier University in Cincinnati, OH.
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