Frontline Branch Series – Spring 2025
With constant change facing financial institutions, transactions falling, and 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.
Frontline Branch Series is a 4-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client-friendly environment on a budget.
This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future.The series includes group discussion and problem solving, fresh ideas through presentation, and a case-study.
Series objectives:
- Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.
- Addresses the needs, wants, and expectations of the new, digital, and younger clients and employees.
- Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the foreseeable future.
- Addresses critical skills necessary to make the employee more valuable in the company, and in the community at large.
Frontline Branch Series – Spring 2025
| Pricing For | Price |
|---|---|
| CBA Bank Member & Bank Non-Member | $800 for full 4-Part Series |
All sessions are three hours and run from 9:00 am to 12:00 pm Pacific Time.
Register Here for the full 4-Part Frontline Branch Series
1) Culture Shifting in Financial Institutions
Tuesday, January 28 | 9:00 am – 12:00 pm Pacific Time
- Maximize performance in the branch, especially when it's not busy.
- Maximize the frontline professional's own performance as an individual contributor on the branch team.
2) Wowing the Client
Tuesday, February 25 | 9:00 am – 12:00 pm Pacific Time
- Learn how to ask great client questions.
- Work with clients to identify goals and dreams.
- Sell appropriate products to actualize client dreams and goals.
3) Your Advisory Role
Tuesday, March 18 | 9:00 am – 12:00 pm Pacific Time
- Learn how to recognize a sales cue and a buying signal.
- Learn how to leverage technology and social media as tools to help clients reach financial goals.
4) Ambassadorship and Growth
Tuesday, April 22 | 9:00 am – 12:00 pm Pacific Time
- Learn how to leverage interactions away from the workplace to capture additional business.
- Learn to best represent the financial institution away from work.
Retail staff in the branches, or staff wanting to move into the branches. These professionals may be new hires, new to the field, or professionals with years of experience. They are the emerging professionals who want to become qualified to move laterally or forward in the organization.
Jennie Mitchell
Owner & CEO
Focused Results
Jennie Mitchell is Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high-performing mid-level Indianapolis bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.
Please email the team at:
registrations@calbankers.com