Wowing the Client

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 break outs 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

Question? Contact the Professional Development Team
 

Registration Questions: Email Emily Schwegman (614) 340-7602
Event Questions: Email Julie Kiplinger (614) 340-7612