Wowing the Client OBL

Wowing the Client

Overview
Our workshop on Wowing the Client covers the skills needed by frontline branch professionals as they care for clients and help them realize their financial dreams. We will explore the trends in banking today, including:

1. How technology is revolutionizing our business.
2. Becoming a more vibrant member of the team, resulting in
growing the branch.
3. Listening to clients’ dreams and ensuring they get the best
product options to help them.
4. Being an ambassador for growth, becoming the active
dream builder that our clients need.
The experience is top rate. We have branch professionals from
across the country in the session, so during break outs you will
learn national best practices in frontline banking.

Program Agenda
• Expectations from top clients, whether they visit us at the
branch or not
• Growing the client relationship through Onboarding and
All-Aboarding
• Being able to uncover clients’ dreams
• Establishing baseline standards
• Creating the ultimate client experience
• Great Cross-Selling: Asking great questions to get the client
talking to discover dreams
• Data-driven decision making to convert more relationships
into business
• Streamlining your work processes
• Gen Z and Millennials: managing relationships with
coworkers and clients
• Develop leadership skills to wow your employer
• Action plan for skills transfer back to the job

Question? Contact the Professional Development Team

Registration Questions: Email Emily Schwegman (614) 340-7602
Event Questions: Email Julie Kiplinger (614) 340-7612

Location Virtual Session

Tags Sales & Marketing; Frontline; Retail Management; Retail Banking; Retail Management; Human Resources; Training; Personnel; HR & Training

Registration Fees

Price Description	Amount
per Individual Session	$300.00

Agenda

Wednesday, October 28 - Wednesday, October 28
9:00 am - 12:00 pm
	Wowing the Client Addresses the needs, wants, and expectations of the new, digital, and younger clients and employees.

Speakers

Name	Speaking At
Jennie Mitchell <div><span style="font-family:'Arial';font-size:10.00pt;">Jennie Sobecki is co-owner of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and financial institutions. An expert in designing and implementing sales efforts and processes, Jennie designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management. She is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was director of sales and marketing for a $3 billion bank holding company, sales manager for a high performing mid-level bank, and director of corporate training for a large Midwest insurance company.</span></div> <div><span style="color:black;font-family:'Calibri';font-size:11.00pt;"></span></div>	Wowing the Client

Name

Speaking At

Jennie Mitchell

Wowing the Client

Exhibitors

Location Information

Virtual Session

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