AOF Build-A-Banker

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