PROGRAM INFORMATION

This two-day, virtual program will run from 9:00 AM – 4:00 PM EST on each day and is being presented by Focused Results.

With constant change facing our industry, transactions falling, overall visits declining, we must find ways to engage our clients, new clients and the community. We must find ways to deliver better client service in a more efficient manner.

The Universal Banker Crash Course is a two-day, comprehensive program for beginning and new frontline professionals in the branch, who focus on creating a client-friendly environment on a budget. This program will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for both employees and the client. The program will include group discussion and problem-solving, fresh ideas through presentation, and a case-study.

The goals of the program are:

• To understand the challenges in the banking industry
• Learn about the best user/client experience
• Gain the ability to plan for the impact of technology, artificial intelligence and self-service
• Hone the skills to be an ambassador for the company and learn how to build your personal network

Who should attend? Retail professionals in the branches, or folks wanting to move into the branches. These employees might be new hires, beginning professionals or those with years of experience. Also recommended are those who are emerging frontline retail professionals who want to become more qualified to move laterally or forward in the organization.

SPEAKER INFORMATION

Jennie Sobecki – Owner & CEO, Focused Results

Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

​Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.