Frontline Branch Series

Overview

Frontline Branch Series – Spring 2024
Four-Part Virtual Training

A 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 banking professionals that focuses on creating a client friendly environment on a budget.

The instructor-led virtual series provides group discussions and case-studies and covers one topic of focus each month, January through April, from 9:00 am to 12:00 pm PT.

Series participants will:

  • Gain a deeper understanding of challenges within the banking industry.
  • Receive guidance on user experience and client experience best practices.
  • Learn to plan for the impact of technology, artificial intelligence, and self-service on their financial institution and its employees.
  • Develop the skills to be an ambassador for their financial institution and grow a personal network.

Register Here for all 4-Part Frontline Branch Series

If you would just like to register for an individual session and not all 4 sessions, please click on the Pricing Tab and select the individual session(s) that you would like to attend.

Pricing

Pricing

Pricing For Price
CBA Bank Member
&
Bank Non-Member
$250 per session
-Or-
$800 for full 4-Part Series

All sessions are three hours and run from 9:00 am to 12:00 pm Pacific Time.

Register Here for full 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: Culture Shifting in Financial Institutions
Tuesday, January 30
| 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.

Register Here for: Wowing the Client
Tuesday, February 27 | 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, March 19
| 9:00 am – 12:00 pm Pacific Time

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

Register Here for: Ambassadorship and Growth
Tuesday, April 23
| 9:00 am – 12:00 pm Pacific Time

  • 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.

Presenter

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 on purposeful process consulting and training experience in community banks and other financial institutions.

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.

Training Partner

Focused Results

California Bankers Association is partnering with Focused Results to bring you this exciting training opportunity. Focused Results is a national sales and service training company for banks and credit unions, delivering its programs virtually for clients and state associations in 22 states across the US.