Virtual Frontline Branch Series
This program is comprised of four sessions that will run from 9:00 AM – 12:00 PM EST on each day. Attendees can either opt to attend the full program or can attend any session a la carte. It is being presented by Focused Results, and the dates for the program are:
- Wednesday, May 26
- Wednesday, June 23
- Wednesday, July 21
- Wednesday, August 25
With constant change facing our industry, transactions falling, overall visits declining, we must find ways to engage our clients, new clients and the community. We must find ways to deliver better client service in a more efficient manner.
The Frontline Branch Series is a comprehensive course for beginning and new frontline professionals in the branch, who focus on creating a client-friendly environment on a budget. This program will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for both employees and the client. The program will include group discussion and problem-solving, fresh ideas through presentation, and a case-study.
Session 1: Culture Shifting in Community Banks
This session will focus on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures. Participants will learn to maximize their performance in the branch, especially when it’s not busy, becoming an individual contributor on the branch team.
Session 2: Wowing the Client
This session will address the needs, wants, and expectations of the new, digital, and younger clients and employees. Participants will learn how to ask great questions to identify client goals and dreams, and then position appropriate products to help make those dreams a reality.
Session 3: Your Advisory Role
This session will present opportunities for the bank and banker to engage in activities and skills to drive results across the bank for the foreseeable future. Participants will learn how to recognize a sales cue and a buying signal. They will also learn how to leverage technology and social media as tools to help clients reach financial goals.
Session 4: Maintaining Superior Team Performance
This last session will address critical skills necessary to make the banker more valuable in the bank, and in the community at large. Participants will learn to leverage interactions away from the workplace to capture additional business and best represent the bank away from work.
Who should attend? Retail professionals in the branches, or folks wanting to move into the branches. These employees might be new hires, beginning professionals or those with years of experience. Also recommended are those who are emerging frontline retail professionals who want to become more qualified to move laterally or forward in the organization.
Jennie Sobecki – Owner & CEO, Focused Results
Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.