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 critical skills necessary to make the employee more valuable in the company, and in the community at large.

Key Takeaways:

1. Learning to leverage interactions away from the workplace to capture additional business.
2. Learning to best represent the financial institution away from work.

Agenda: 

• Present each team’s Part 3 Assignment/Project findings to the class –
  • Make a Bored Board
  • Being an ambassador for your company
  • Consider people you talk to within the community who mention financial issues
  • Networking with clients
  • Referrals discussion
  • Networking with referral sources and centers of influence
  • Networking with prospects
  • Building your network across lines of business at the company
  • Skills practice: Scenarios on being an ambassador for the company
• Dress in public – Better to overdress than under dress, and dress code standards at the company
  Doing it right the first time – Proof reading for accuracy
• Assessing strengths and weaknesses – Yours and the company’s
• Financial Institution case study: What can you improve back at the branch? What recommendations do you have to execute these improvements?
• Summary of the series
• Action plan to bring improvements back to work