Frontline Branch Series: Your Advisory Role
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:
Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the foreseeable future.
Key Takeaways:
- Learning how to recognize a sales cue and a buying signal.
- Learning how to leverage technology and social media as tools to help clients reach financial goals.
Agenda:
- Present each team’s Part 2 Assignment/Project findings to the class:
- What are your top 3 questions to uncover dreams? How are you rolling out the red carpet?
- Your products – What company products do you use?
- Growing the Branch – The Bored Board Concept
- Listening for Opportunities – Recognizing the sales cue or life cycle event and matching our company’s products to help clients
- Referral form and procedures to get the client to the right employee for help
- The financial institution of the future – technology, artificial intelligence, and self-service
- Transitioning your branch to meet emerging trends
- Team rewards – How does your team celebrate successes?
- Social skills at events and during work time – How do you interact with clients in the lobby? How do you make a positive impression representing the company while away from work?
- Social and business communication/etiquette
- Social media – What to share on Facebook, X, Instagram– Does it represent you well?
- Action plan for skills transfer back to the job
- Assignment/Projectto be completed before Part 4 – Make a Bored Board