Frontline Branch Series

Overview

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

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

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.
Speakers

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.