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:
Addresses the needs, wants, and expectations of the new, digital, and younger clients and employees.
Key Takeaways:

Learning how to ask clients questions.
Working with clients to identify goals and dreams.
Selling appropriate products to actualize clients’ dreams and goals.

Agenda: 

Present each team’s Part 1 Project findings to the class – Improve a work process
Expectations from top clients, whether they visit us at the branch or not
Growing the client relationship – Onboarding and All-Aboarding
Dream building insights – Dreams you are finding through client encounters
Establishing baseline service standards – Hear the dream; pick the product
Creating the ultimate UX (user/client experience) – Being a brand advocate
Great Cross-Selling – Asking great questions to get the client talking to discover dreams
Data vs. data driven decision-making – You know the company’s products and how they help your clients. Discover ways to convert more relationships into business.
Streamlining your work processes – Red carpet exercise
iGen and millennial clients – trouble and opportunity ahead, must be able to
manage relationships up and down with co-workers, and with client relationships
Develop leadership skills and wow your employer – They will take notice
Team work and flexibility go both ways – employee and employer – there is no department priority over the overall business
Action plan for skills transfer back to the job
Assignment/Project to be completed before Part 3: What are you top 3 questions to uncover dreams? How are you rolling out the red carpet?