Relationship Banking

Business Development Skills

This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and to excel at client acquisition.

Are You Determined to Lead an Exceptional Branch?

This real-world webinar looks at what an exceptional branch looks like and how to obtain that coveted status. The agenda includes what gets in the way of realizing your goals and ideas on what you can do about it.

Nailing Your Job of Head Teller

Frontline positions are, without question, one of the most critical jobs at any financial institution. Frontline staff has the best opportunity to reflect the bank’s values and ambitions for customer service. It’s essential that your frontline staff has a well-trained leader that has the capacity and takes responsibility for developing a dynamic team.

Train Smarter and More Effectively

Are you tired of staff complaining about ALL THE MANDATORY training they are expected to complete? Does it frustrate you when you see people skip the content of online training and rush through the test? You expect your people to learn, so we are going to put complaining on a diet at your company!

Frontline Fundamentals (Virtual)

Let’s get back to basics and re-discover the fundamentals we all need to know on the frontline while working directly with members.

When to Coach? When to Supervise?

This webinar will encourage you to be prepared to be effective both as a coach and as a supervisor. How are they different? How are they alike?