Frontline Branch Series - Live E-Classroom Program

Date:

May 15, 2024

Location:
Virtual via Zoom



With constant change facing financial institutions, transactions falling and 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.

Frontline Branch Series is a four-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client-friendly environment on a budget. This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future. The series includes group discussion and problem solving, fresh ideas throughout the presentation and a case study.

Brochure

Agenda
8:45 a.m. Registration and Log In
9:00 a.m. Program Begins
12:00 p.m.  Program Adjourns

*All times in EST.

Topics

Culture Shifting in Community Bank - Wednesday, May 15, 2024

Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.

Wowing the Client - Wednesday, June 26, 2024

Addresses the needs, wants, and expectations of the new, digital, and younger clients and employees.

Your Advisory Role - Wednesday, July 24, 2024

Presents opportunities for the business and employee to engage in activities and skills to drive results across the business for the foreseeable future.

Ambassadorship & Growth - Wednesday, Aug 28, 2024

Addresses critical skills necessary to make the employee more valuable in the company, and in the community at large.

Speaker

Jennie Sobecki is the owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, Jennie designs solutions to drive top-line growth through better utilization and training of existing sales forces, including sales management. Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Jennie was director of sales and marketing for a $3 billion bank holding company, sales manager for a high-performing mid-level Indianapolis bank and director of corporate training for a large Midwest insurance company.

Additional Information

Agenda

  • Why financial institutions have challenges competing in the marketplace
  • How technology is revolutionizing our business
  • Winning qualities of an effective frontline professional
  • Creating the advisory environment across the company
  • Growing the financial institution appropriately
  • Branch staffing model – Layers are collapsing
  • Challenges in changing the culture
  • Analyzing staff performance across the company
  • Critical thinking – Seeing the big picture of company growth goals
  • War Games – Plan to protect your company’s market share from the competition
  • The Why’s – Learn the why I am doing something and the interworking of the job using the 80/20 Rule
  • Action plan for skills transfer back to the job
  • Assignment/Project to be completed before Part 2 – Improve a work process
Fees

IBA Members
$800 - Full Program

Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

Surcharge of 100% for non-members.

location

LIVE Virtual Training Via Zoom:

You will receive your manual 4-5 days in advance should you want to print it to have during training. At this time, you will also receive log-in instructions.

Association Contact

Laurie Rees
Vice President, Education & Training
LRees@indiana.bank

Elizabeth DeHaven
Education Manager
EDeHaven@indiana.bank

Cancellation Policy

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed.

Within two days prior, 50% of the fee is assessed.

Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at any time.