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SUMMARY:Frontline Branch Series: Ambassadorship and Growth
DESCRIPTION:The Frontline Branch Series is for 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.Objective:\nAddresses critical skills necessary to make the employee more valuable in the company\, and in the community at large.\nKey Takeaways: \nLearning to leverage interactions away from the workplace to capture additional business.\nLearning to best represent the financial institution away from work. \nAgenda:  \nPresent each team’s Part 3 Assignment/Project findings to the class – \nMake a Bored Board\nBeing an ambassador for your company\nConsider people you talk to within the community who mention financial issues\nNetworking with clients\nReferrals discussion\nNetworking with referral sources and centers of influence\nNetworking with prospects\nBuilding your network across lines of business at the company\nSkills practice: Scenarios on being an ambassador for the company \nDress in public – Better to overdress than under dress\, and dress code standards at the company\nDoing it right the first time – Proof reading for accuracy\nAssessing strengths and weaknesses – Yours and the company’s\nFinancial Institution case study: What can you improve back at the branch? What recommendations do you have to execute these improvements?\nSummary of the series\nAction plan to bring improvements back to work
URL:https://ncbankers.org/event/frontline-branch-series-ambassadorship-and-growth/
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