A noted retail bank consultant and sales training expert, Kane Bank Services President and CEO, Margaret Kane, provides her financial institution clients with proven solutions in areas such as sales management practices, the development of multi-channel distribution strategies, compensation design, training, and overall execution of successful retail banking strategies. She has helped international, national, regional and community banking organizations to operate more effectively and profitably.

Under her direction, Kane Bank Services has served international, national and regional/community bank clients, including: Union Safe Deposit Bank, ABN Amro, Deutsche Bank, SunTrust, The Laredo National Bank, Kish Bank, and Tri-Counties Bank.

Prior to founding Kane Bank Services, Margaret served as EVP at Wells Fargo Bank where she was responsible for California Branch Banking, managing a diverse mix of 1,100 locations that included traditional branches, in-store outlets, and business branches. While at Wells Fargo, Margaret created the bank’s industry-leading in-store banking program, expanding the program to 700 branches while increasing sales effectiveness by 20% and reducing operating losses by 50%.

Margaret is a sought-after speaker at industry events. She is co-author of Branch Network Development in a Multi-Channel World (Lafferty Group, 2002) and her articles have appeared in numerous publications. She received her B.A. from UC Berkeley and her Ph.D. from Harvard University.

Pamela Saldivar
Principal

Pamela Saldivar joined Kane Bank Services in July 2000, bringing more than 26 years of retail banking experience to the firm. Pamela is a dynamic training executive, adept at identifying training needs and customizing her courses to meet the unique needs of her clients.

Prior to joining Kane Bank Services, Pamela was a Senior Vice President and Director of People for Wells Fargo Bank. She was responsible for the training, development, and recognition programs for more than 10,000 of the bank’s retail employees. Pamela has developed and delivered courses in leadership skills, coaching, sales, systems, products, and lending.

Pamela also served in various line management functions for Wells Fargo’s Retail Bank Divisions, including Division Manager for more than 220 traditional, in-store, and business branches, as well as serving as a Premier Banking Division Manager.

During her successful banking career, Pamela has also worked in a management capacity for a community bank and a savings & loan, so she is well versed in the challenges of both larger and small institutions.

Where We’ve Been

Margaret Kane is a respected banking consultant and is a much sought-after presenter at industry events. She has recently presented at:

• ABA Annual Marketing Conference September 2007
• Western Independent Bankers Annual Directors and CEO Conference March 2006
• The Branch Strategy Forum 2005
• New York Banker’s Association Retail and Small Business Banking Conference 2005
• Western Independent Bankers Marketing and Business development Conference 2005
• American Bankers Association Annual Convention, 2004
• Pennsylvania Banker’s Association Annual Meeting 2003
• America’s Community Bankers’ Spring Management Conference 2003
• Retail and In-Store Banking 1993, 1999, 2001, 2002, 2004
• BAI Branch Delivery and Sales Management Conference 2002
• America’s Community Bankers: Sales and Marketing Conference 2002
• America’s Community Bankers: Annual Convention 2002
• American Banker’s Community Banking Conference 1999: Chicago
• Global Communications Associates: Future Retail Bank Business Model Architecture 1999: Dublin
• American Banker’s Best Practices in Retail Financial Services Delivery 1999: Orlando
• EFMA 20th Annual Convention 1998: London
• BAI RDS Conference 1996: Atlanta
• BAI Branch Delivery and Sales Management Conference 1995: Chicago

Partial List of Who We’ve Helped

A one-size-fits-all approach doesn’t work.

The approach we recommend for a community bank just starting to establish a sales culture will be very different from the approach we recommend for a large financial institution with sales management experience. But because we evaluate each client and recommend improvements based on where the client is today and where they want to be tomorrow, we consistently deliver outstanding results for large, international financial institutions as well as community banks.

Some of our clients include:

• ABN Amro
• BPI: Banco Portugues de Investimento
• Bank of Bermuda
• Birmingham Midshires: A Division of the Halifax Group
• CIBC
• Deutsche Bank
• Fifth Third Bank
• Juniper Bank
• Lloyds TSB
• SunTrust
• The Laredo National Bank

Community Banks

• Bank of Sullivan (MO)
• Danvers Savings Bank (MA)
• First Federal Savings Bank (FL)
• Kish Bank (PA)
• Main Bank (TX)
• Tri-Counties Bank (CA)
• Union Safe Deposit Bank