Staffing Studies

The digital age is diverting traditional transactional activity from the branches. This challenges staffing models and traditional views of sales and service. It means needing fewer transactional employees and more sales- and service-oriented ones. How financial institutions manage this transition is critical. Too many cuts means lower sales. Too few means lower profits. Young & Associates, Inc. helps financial institutions strike the right balance. We use a unique audit method for quantifying employees’ time to perform various sales, service, and transactional activities. There is no one hovering over people timing their work.

Young & Associates, Inc. staffing studies include:

  • Branch staffing models based on:
    • Transactions
    • Sales and referral activity
  • Data from:
    • Third-party research
    • Young & Associates, Inc. research
    • Client transaction activity
    • Client sales activity
    • On-site observations
  • Recommendations on activities associated with:
  • Tellers and Head Tellers
  • Customer Service Representatives
  • Branch operations
  • Sales personnel
  • Assistant Branch Managers
  • Branch Managers
  • Sales Management
  • Sales incentives