This is a virtual training session in four parts, scheduled for:
September 23rd, 9-12 ET
October 28th, 9-12 ET
November 18th, 9-12 ET
December 16th , 9-12 ET
Speaker: Jennie Sobecki, Co-Owner, Focused Results, LLC
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.
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.
Click here to watch a video describing this program.
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.
Who Should Attend? This series is designed for the non-managerial branch professional. FBS provides the participants with the tools they need to grow the branch, whether clients are coming in or not. FBS is filled with discussions, small group breakouts, and activities for the Frontline staff to learn from their peers. These activities teach your team to engage clients and recommend products and services that help clients achieve their financial dreams.
September 23rd, 9-12 ET
October 28th, 9-12 ET
November 18th, 9-12 ET
December 16th , 9-12 ET
Speaker: Jennie Sobecki, Co-Owner, Focused Results, LLC
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.
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.
Click here to watch a video describing this program.
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.
Who Should Attend? This series is designed for the non-managerial branch professional. FBS provides the participants with the tools they need to grow the branch, whether clients are coming in or not. FBS is filled with discussions, small group breakouts, and activities for the Frontline staff to learn from their peers. These activities teach your team to engage clients and recommend products and services that help clients achieve their financial dreams.
RegistrationRegistration Fee:
FBA Member: $800/person Non-Member: $1600/person |
Registrar: Olga Williams | Phone: 850-701-3501 | Email: [email protected]
Topics Covered
Part 1 Highlights - Culture Shifting in Community Banks
Part one of this four part series will focus on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.
Participants Key Skill Transfers to Take Away
- Maximizing performance in the branch, especially when it’s not busy.
- Maximizing the Universal banker’s own performance as an individual contributor on the branch team.
Part 2 Highlights - Wowing the Client
Part two of this four part series addresses the needs, wants and expectations of the new, digital and younger customers and employees.
Participant Key Skill Transfers to Take Away
- Learning how to ask great customer questions
- Working with Customers to identify goals and dreams
- Selling appropriate products to actualize dreams and goals
Part 3 Highlights - Your Advisory Role
Part three of this four part series will focus on opportunities for the business and employee to engage in activities and skills to drive
results across the business for the foreseeable future.
Participants Key Skill Transfers to Take Away
-Learning how to recognize a sales cue and a buying signal.
-Learning how to leverage technology and social media as tools to help clients reach financial goals.
Part 4 Highlights - Ambassadorship and Growth
Part one of this four part series will focus on addressing critical skills necessary to make the employee more valuable in the company, and in the community at large.
Participants Key Skill Transfers to Take Away
- Learning to leverage interactions away from the workplace to capture additional business.
- Learning to best represent the financial institution away from work.
Part one of this four part series will focus on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.
Participants Key Skill Transfers to Take Away
- Maximizing performance in the branch, especially when it’s not busy.
- Maximizing the Universal banker’s own performance as an individual contributor on the branch team.
Part 2 Highlights - Wowing the Client
Part two of this four part series addresses the needs, wants and expectations of the new, digital and younger customers and employees.
Participant Key Skill Transfers to Take Away
- Learning how to ask great customer questions
- Working with Customers to identify goals and dreams
- Selling appropriate products to actualize dreams and goals
Part 3 Highlights - Your Advisory Role
Part three of this four part series will focus on opportunities for the business and employee to engage in activities and skills to drive
results across the business for the foreseeable future.
Participants Key Skill Transfers to Take Away
-Learning how to recognize a sales cue and a buying signal.
-Learning how to leverage technology and social media as tools to help clients reach financial goals.
Part 4 Highlights - Ambassadorship and Growth
Part one of this four part series will focus on addressing critical skills necessary to make the employee more valuable in the company, and in the community at large.
Participants Key Skill Transfers to Take Away
- Learning to leverage interactions away from the workplace to capture additional business.
- Learning to best represent the financial institution away from work.