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:

Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures

Key Takeaways:

1. Maximizing performance in the branch, especially when it’s not busy.
2. Maximizing the frontline professional’s own performance as an individual contributor on the branch team.

Agenda: 

• Why financial institutions have challenges competing in the marketplace
• How technology is revolutionizing our business
• Winning qualities of an effective frontline professional
• Creating the advisory environment across the company
• Growing the financial institution appropriately
• Branch staffing model – Layers are collapsing
• Challenges in changing the culture
• Analyzing staff performance across the company
• Critical thinking – Seeing the big picture of company growth goals
• War Games – Plan to protect your company’s market share from the competition
• The Why’s – Learn the why I am doing something and the interworking of the job using the 80/20 Rule
• Action plan for skills transfer back to the job
• Assignment/Project to be completed before Part 2 – Improve a work process