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AOF Build-A-Banker

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.

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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.

  2. Introductions • Kyler Brengle, AOF Director • Jean Redmond, AOF Teacher • Lisa Monthley, Advisory Board member • Kulley Bancroft, Maryland Bankers Association

  3. 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

  4. Agenda Preview • Planning and organization • Build-A-Banker event • Student feedback • Brainstorming and discussion • Q&A • Closure

  5. 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).”

  6. 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

  7. 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

  8. 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

  9. Three groups rotated through three sessions; Lending Branch Operations Support Systems Then came together for; Management Federal Reserve Tour

  10. Lending Dana Thomas: Eagle Bank

  11. Branch Operations In the Federal Reserve Bank Board Room! Lisa Monthley: New Windsor State Bank

  12. Branch Operations sample slide BRANCH MANAGER • 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

  13. Support Systems Jason Safely and Kulley Bancroft: Sandy Spring Bank

  14. Management Mike Middleton: Community Bank of Tri-County Carolyn Mroz: Bay Vanguard Savings Bank

  15. Management sample slide Characteristics for Success LEADING OTHERS • 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.

  16. Federal Reserve Bank Tour

  17. 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

  18. 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.

  19. 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]

  20. 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!”

  21. 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.

  22. Reflection & Brainstorming • What other business groups could I partner with for a Build -A - _______ Day related to the AOF?

  23. Agenda Review • Planning and organization • Build-A-Banker event • Student feedback • Brainstorming and discussion

  24. 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

  25. Q & A Completion of Session Evaluations

  26. Contact Information • Jean Redmond, AOF Instructor • 410-751-3630 kjredmo@k12.carr.org • Kyler Brengle, AOF Director • 410-751-3131 kdbreng@k12.carr.org • Lisa Monthley, New Windsor State Bank • 410-635-6406 lmonthley@newwindsorbank.com • Kulley Bancroft, Sandy Spring Bank • 301-260-3614 kbancroft@sandyspringbank.com

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