Upcoming Events
Proactive Relationship Member Service
OnlineThis program will focus on how to instill a culture of extraordinary through all stages of the customer relationship and how this will have an impact on your bottom line in producing meaningful results.
Diversity & Inclusion in the Workplace
OnlineSenior management needs to commit to education and discussions surrounding D & I. You will want your entire staff onboard with your company's mission to embrace this topic.
Secrets to Being A Great Call Center Agent
OnlineInvest in your Call Center agents by ensuring they are well-trained to handle every call with courtesy and grace. It is the Call Center agent’s approach to call handling and customer service that determines if they will have the opportunity to increase the relationship with the institution but also turn the customer into a fan.
Branch Manager Best Practices
OnlineThe smooth and consistent operation of your branch is critical to maintaining and attracting customers. Increasing competition dictates that you must be experience-focused. You must also learn to manage increased demand with as few staff people as possible. Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar by a leading presenter.
10 Practices To Create and Present Engaging Training
OnlineYou will notice a remarkable increase in learner engagement and a more natural interaction between speaker and screen. Stop fighting with your slides, start looking like a polished presenter and register now.
Serve Well, Sell Right at the Branch
OnlineThe keys to successful referrals and cross-sells are preparation and curiosity. Preparation involves knowledge of the institution’s offerings and best matches of products and services to meet customer needs. Curiosity about the customer leads to engagement that can provide discovery of a life event, need or problem that an attentive call center agent or branch staff person can offer a solution or a referral that results in a satisfying match.