Frontline Branch Series – Fall 2024
This series is a four-part, comprehensive training for new frontline banking professionals that focuses on creating a client friendly environment on a budget.
The instructor-led virtual series provides group discussions and case-studies and covers one topic of focus each month, from 9:00 am to 12:00 pm PT.
Series participants will:
- Gain a deeper understanding of challenges within the banking industry.
- Receive guidance on user experience and client experience best practices.
- Learn to plan for the impact of technology, artificial intelligence, and self-service on their financial institution and its employees.
- Develop the skills to be an ambassador for their financial institution and grow a personal network.
If you would just like to register for an individual session and not all 4 sessions, please click on the Agenda & Pricing & Registration Tab and select the individual session(s) that you would like to attend.
Frontline Branch Series – Fall 2024
| Pricing For | Price |
|---|---|
| CBA Bank Member & Bank Non-Member | $250 per session -Or- $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
If you would just like to register for an individual session and not all 4 sessions, please select and register for whichever session you are interested in below:
Register Here for: Culture Shifting in Financial Institutions
Tuesday, September 24 | 9:00 am – 12:00 pm Pacific Time
- Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.
Register Here for: Wowing the Client
Tuesday, October 29 | 9:00 am – 12:00 pm Pacific Time
- Addresses the needs, wants and expectations of the new, digital, and younger clients and employees.
Register Here for: Your Advisory Role
Tuesday, November 19 | 9:00 am – 12:00 pm Pacific Time
- Presents opportunities for the business and the employee to engage in activities and skills to drive results across the business for the near future.
Register Here for: Ambassadorship and Growth
Tuesday, December 17 | 9:00 am – 12:00 pm Pacific Time
- Addresses critical skills necessary to make the employee more valuable in the company, and in the community at large.
A virtual series for branch retail staff looking to become qualified to move laterally or forward in their organization.
Jennie Sobecki
Owner & CEO
Focused Results
Jennie Sobecki is the owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on on purposeful process consulting and training experience in community banks and other financial institutions.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Jennie 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.
Please email the team at:
registrations@calbankers.com