Frontline Branch Series
Frontline Branch Series
Summer Series 2023- May through August
Virtual series for branch retail staff looking to become qualified to move laterally or forward in their organization. This series is a four-part, comprehensive training for new frontline professionals that focuses on creating a client friendly environment on a budget. The series is instructor-led and provides group discussions and a case-study. Each session is once per month, 9am- 12noon PST.
Summer 2023 Session Dates & Topics:
May 16- Wowing the Client
Addresses the needs, wants and expectations of the new, digital, and younger clients and employees
June 27- Your Advisory Role
Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the near future
July 25- Ambassadorship & Growth
Addresses critical skills necessary to make the employee more valuable in the company and in the community at large
August 29- Culture Shifting in Financial Institutions
Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures
Goals:
An understanding of the challenges in the banking industry
An opportunity to gain experience about the best UX-user/client experience
The ability to plan for the impact of technology, artificial intelligence and self-service on a financial institution and its employees
Developing the skills to be an ambassador for the financial institution and grow a personal network
Register Here for all 4-Part Series
If you would like to register for individual sessions, please click on the Pricing tab below
Audience
Retail staff in the branches, or staff aspiring 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.
Pricing
|
CBA Bank Member & Bank Non-Member |
$250 per session -Or- $800 for full 4-Part Bootcamp |
All sessions are three hours and run from 9:00 am to 12:00 pm Pacific Time.
Register Here for all 4-Part 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: Wowing
the Client
Tuesday, May 16 | 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, June 27 | 9:00 am – 12:00 pm
Pacific Time
- Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the near future.
Register Here for: Ambassadorship
& Growth
Tuesday, July 25 | 9:00 am – 12:00 pm
Pacific Time
- Addresses critical skills necessary to make the employees more valuable in the company and in the community at large.
Register Here for: Culture
Shifting in Financial Institutions
Tuesday, August 29 | 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.
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 results-driven process consulting and training experience in community banks and other financial institutions.
An expert in designing and implementing sales efforts and precesses, Jennie 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, 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.