Overview
Our workshop on
Wowing the Client covers the skills needed by frontline branch professionals as they care for clients and help them realize their financial dreams. We will explore the trends in banking today,
including:
1. How technology is revolutionizing our business.
2. Becoming a more vibrant member of the team, resulting in
growing the branch.
3. Listening to clients’ dreams and ensuring they
get the best
product options to help them.
4. Being an ambassador for growth, becoming the active
dream builder
that our clients need.
The experience is top rate. We have branch professionals
from
across the country in the session, so during breakouts you will
learn national best practices in frontline banking.
Program
Agenda
• Expectations from top clients, whether they visit us at the
branch or not
• Growing the client
relationship through Onboarding and
All-Aboarding
• Being able to uncover clients’ dreams
• Establishing
baseline standards
• Creating the ultimate client experience
• Great Cross-Selling: Asking great questions to get the client
talking to discover dreams
• Data-driven decision making to convert
more relationships
into business
• Streamlining your work processes
• Gen Z and Millennials: managing
relationships with
coworkers and clients
• Develop leadership skills to wow your employer
• Action plan for
skills transfer back to the job
Can't make it in June? OBL is offering this program
again on October 28. Click here for
more information.
Question? Contact the Professional Development Team
Registration Questions: Email Emily Schwegman (614)
340-7602
Event Questions: Email Julie Kiplinger (614) 340-7612