Wowing the Client
Our workshop on Wowing the Client covers the skills needed by frontline branch professionals as they care for clients and help them realize their financial dreams. We will explore the trends in banking today, including:
1. How technology is revolutionizing our business.
2. Becoming a more vibrant member of the team, resulting in growing the branch.
3. Listening to clients’ dreams and ensuring they get the best product options to help them. 4. Being an ambassador for growth, becoming the active dream builder that our clients need.
The experience is top rate. We have branch professionals from across the country in the session, so during break outs you will learn national best practices in frontline banking.
Please join us in your professional journey as you become the best of breed frontline branch professional in your market!
Wowing the Client
| Pricing For | Price |
|---|---|
| CBA Bank Member & Bank Non-Member | $300 for the one lesson workshop |
Register Here for the 2026 Summer Series
The one lesson workshop is three hours and runs from 9:00 am to 12:00 pm Pacific Time.
Wowing the Client
Tuesday, June 23 | 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.
Register Here for the 2026 Fall Series
The one lesson workshop is three hours and runs from 9:00 am to 12:00 pm Pacific Time.
Wowing the Client
Tuesday, October 27 | 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.
This workshop is designed for the non-managerial branch professional.
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