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SUMMARY:Frontline Branch Series: Wowing the Client
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 the needs\, wants\, and expectations of the new\, digital\, and younger clients and employees.\nKey Takeaways: \nLearning how to ask clients questions.\nWorking with clients to identify goals and dreams.\nSelling appropriate products to actualize clients’ dreams and goals. \nAgenda:  \nPresent each team’s Part 1 Project findings to the class – Improve a work process\nExpectations from top clients\, whether they visit us at the branch or not\nGrowing the client relationship – Onboarding and All-Aboarding\nDream building insights – Dreams you are finding through client encounters\nEstablishing baseline service standards – Hear the dream; pick the product\nCreating the ultimate UX (user/client experience) – Being a brand advocate\nGreat Cross-Selling – Asking great questions to get the client talking to discover dreams\nData 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.\nStreamlining your work processes – Red carpet exercise\niGen and millennial clients – trouble and opportunity ahead\, must be able to\nmanage relationships up and down with co-workers\, and with client relationships\nDevelop leadership skills and wow your employer – They will take notice\nTeam work and flexibility go both ways – employee and employer – there is no department priority over the overall business\nAction plan for skills transfer back to the job\nAssignment/Project to be completed before Part 3: What are you top 3 questions to uncover dreams? How are you rolling out the red carpet?
URL:https://ncbankers.org/event/frontline-branch-series-wowing-the-client/
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