Frontline Branch Series

Overview

Frontline Branch Series- Fall 2023
Four-Part Frontline Branch Training

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.

Fall 2023 Session Topics & Dates:

September 26- 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. 

October 31- Wowing the Client

Addresses the needs, wants and expectations of the new, digital, and younger clients and employees

November 28- Your Advisory Role

Presents opportunities for the business and the employee to engage in activities and skills to drive results across the business for the near future. 

December 19- Ambassadorship and Growth

Addresses critical skills necessary to make the employee more valuable in the company, and in the community at large. 

Audience

Audience

A virtual series for branch retail staff looking to become qualified to move laterally or forward in their organization.