Frontline Branch Series
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.
Participate in the full four-part series for $800 or attend an individual session for $250. All sessions are three hours and run from 9am- 12pm PST.
Click on a link below to register!
A virtual series for branch retail staff looking to become qualified to move laterally or forward in their organization.