Your Advisory Role
Session 3 of the Frontline Branch Series
Frontline Branch Series
With constant change facing financial institutions, transactions falling, and overall visits declining, we must find ways to engage our clients, new clients, and the community. We must find ways to deliver better client service in a more efficient manner.
Frontline Branch Series is a 4-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client friendly environment on a budget. This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future. The series includes group discussion and problem solving, fresh ideas through presentation, and a case-study.
The Goals
Frontline Branch Series will provide employees with:
- An understanding of the challenges in our industry
- An opportunity to learn and about the best UX- user/client experience
- The ability to plan for the impact of technology, artificial intelligence, and self-service on your financial institution and employees
- The skills to be an ambassador for the financial institution, and build your personal network
The series includes the following sessions
- Session 1: Culture Shifting in Financial Institutions - January 29
- Session 2: Wowing the Client - February 26
- Session 3: Your Advisory Role - March 19
- Session 4: Ambassadorship & Growth - April 23
Who Should Attend?
Retail staff in the branches, or staff wanting 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.
March 19, 2025
9:00 AM - 12:00 PM
Wednesday, March 12, 2025
Frontline Branch Series β January 29, February 26, March 19 and April 23, 2025 (Virtual)
This four-part comprehensive series, designed for beginners and new frontline professionals, will focus on how to deliver the ultimate client experience, streamlining work processes, culture shifting in financial institutions and more. Includes discussion, facilitation, as well as a case study and problem solving.
The Series - Part 3
Participant Key Skill Transfers to Take Away:
- Maximizing performance in the branch, especially when itβs not busy.
- Learning to manage the branch team and integrate technology to drive additional business.
- Maximizing the Frontline Professional's own performance as an individual contributor on the branch team.
Program Agenda Highlights
- Why financial institutions have challenges competing in the marketplace.
- How technology is revolutionizing our business.
- Winning qualities of an effective frontline professional.
- Branch staffing model β Layers are collapsing.
- Critical thinking β Seeing the big picture of company growth goals.
Pricing
Register for any session individually at $250
Question? Contact the Professional Development Team
Registration Questions: Email Megan Peiffer (614) 340-7610
Event Questions: Email Julie Kiplinger (614) 340-7612
Location Virtual Session
Tags Retail Banking; Retail Management; Human Resources; Training; Personnel;
Registration Fees
| Price Description | Amount |
|---|
Agenda
| Saturday, March 29 | ||
|---|---|---|
| 9:00 am - 12:00 pm | ||
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Your Advisory Role Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the foreseeable future. |
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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>
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Your Advisory Role |
Hotel Information
Continuing Education
Event Brochures
| File | Description |
|---|---|
| Frontline2025 Brochure.pdf | Frontline Branch Series Brochure |