Ambassadorship & Growth

Session 4 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.