• Branch Manager Bootcamp: Managing a Successful Branch

    Objective:Branch Manager Bootcamp: Managing a Successful Branch focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch: selecting the team, staffing and scheduling, procedures, and building the team. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team and […]

  • Branch Manager Bootcamp: Leading Service Excellence

    Objective:This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships with […]

  • Frontline Branch Series: Wowing the Client

    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 […]

  • Branch Manager Bootcamp: Business Development

    Objective:This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships with […]

  • 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 […]

  • Branch Manager Bootcamp: Maintaining Superior Team Performance

    Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]

  • Frontline Branch Series: Ambassadorship and Growth

    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 […]

  • Branch Manager Bootcamp: Managing a Successful Branch (5/21 or 5/22)

    Objective: Branch Manager Bootcamp: Managing a Successful Branch focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch: selecting the team, staffing and scheduling, procedures, and building the team. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team […]

  • Branch Manager Bootcamp: Leading Service Excellence (6/18 or 6/26)

    Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

  • Branch Manager Bootcamp: Business Development (7/16 or 7/24)

    Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

  • Branch Manager Bootcamp: Maintaining Superior Team Performance (8/20 or 8/28)

    Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]

  • Branch Manager Bootcamp: Managing a Successful Branch (9/17 or 9/25)

    Objective: Branch Manager Bootcamp: Managing a Successful Branch focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch: selecting the team, staffing and scheduling, procedures, and building the team. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team […]

  • Branch Manager Bootcamp: Leading Service Excellence (10/22 or 10/30)

    Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

  • Branch Manager Bootcamp: Business Development (11/13 or 11/20)

    Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

  • Branch Manager Bootcamp: Maintaining Superior Team Performance (12/10 or 12/18)

    Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]