UBI Banca Group

• the implementation of the “Value at the Centre” and “Value at UBI.S” projects, carried out
in line with the previous project designed for central unit managers to strengthen a culture
of service to the distribution network and an orientation towards internal customers;
• the consolidation of the new compulsory training programme for the qualification of
potential branch managers. The examination sessions led to the qualification of 150 new
potential Branch Managers (a total of 260 in the two year period 2010-2011).
• the completion of the “Excellence in Corporate Banking” programme, a highly specialist two
year programme designed to provide all the Corporate Account Managers in the Group with
a high level of specific expertise and excellence;
• the implementation of the CSR – corporate social responsibility – project: an initiative
targeted at all personnel to promote a culture and the principles and content of CSR and to
encourage a knowledge and the dissemination of Group values (ethics code) and the
adoption of responsible actions by individuals;
• the launch, in the last quarter, of a qualification and retraining programme for customer
service and customer contact staff involved in the introduction of the new branch “mass
market team” unit (operational since January 2012).
Over a third of all activity was devoted to improving the technical and professional abilities
(operational, commercial, credit and financial) of distribution network personnel. With regard
to credit in particular, this included the initiative “internal rating systems and the credit
process”, for small business and corporate segment supervisors.
The subject of insurance continued to account for a significant proportion (29%) of the training
delivered during the year through programmes specialised by market and by customer
segment (private individuals, corporate). They were designed to qualify personnel to sell
insurance products and to update them, in compliance with ISVAP (Insurance Authority)
regulation No. 5/2006.
Updates on regulations and legislation (26% of the total) involved banking operations and
included those on “transparency”, “health and safety at the workplace” and “anti money
laundering”. This last project improved knowledge on the part of all distribution network
personnel on up-to-date procedures for managing suspect transactions, appropriate
verification of customers and record-keeping obligations;
The managerial training programme continued again in 2011, designed for roles with greater
responsibility in which the various initiatives included participation at intercompany events to
create opportunities for cultural exchange with others in different professional fields
The in-house instructor corps consists of over 400 personnel who delivered almost 13,200
training hours (approximately 60% of total classroom training). The 2011 “Facilitatori di
Valore” convention of the UBI Banca Group instructor corps and school for instructors was
held on 20 th October. Over 140 internal instructors took part, in the presence of top managers,
in an important event for the sharing of experiences and discussion on the fundamental role of
training in the development of human capital in the Group.
Programmes for 2012 involve no less than 92,000 training days, in line with 2011-2015
Business Plan programming (90,000 person/days on average annually for a total of 450,000
person/days in the five year period), net of any new extraordinary training projects which may
be decided during the year.
Planned initiatives include the following:
- completion of the occupational retraining programme for personnel involved in the new
branch “mass market team” project;
- the implementation of the training course to support “Developers” (core unit in the new
distribution network service model, which will involve 700 staff when fully operational),
both in terms of qualification training and refinement and supervision over time of the skills
required for the role;
- extension of the “ValoRe in Rete” method already implemented for branch managers to
other key business roles and specialists operating in the retail, private and corporate
banking sectors;
- the revision of compulsory role qualification programmes;
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