The Emerging Banker School
Sept. 25-26 and Nov. 6-7, 2018/Madison, WI 9:00am – 4:00pm daily/Registration fee includes program registration instruction and materials, light breakfasts, breaks, and lunches. Registration fee does not include lodging. For complete a complete program description, including daily agendas, lodging, and a full speaker bio, click here.
This 4-day series is a comprehensive program for beginning, and new retail community bankers that focuses on creating a customer friendly environment on a budget. This school will focus on how we deliver the ultimate customer experience, streamlining work processes to make things fun for employees and the customer, resulting in the optimal bank of the future. The program includes group discussion and problem solving, fresh ideas through presentation, outside class assignments, and a case-study.
The Emerging Banker School will provide bankers with:
- An understanding of the challenges in community banking;
- An opportunity to learn about the best UX-user/customer experience;
- The ability to plan for the impact of technology, artificial intelligence, and self-service on the community banker and banker;
- The skills to be an ambassador for the bank, and build your personal network
September 25 – Culture Shifting in Community Banks Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.
September 26 – Wowing the Customer Addresses the needs, wants, and expectations of the new, digital, and younger customers and employees.
November 6 – Your Advisory Role Presents opportunities for the bank and banker to engage in activities and skills to drive results across the bank for the foreseeable future.
November 7 – Ambassadorship & Growth Addresses critical skills necessary to make the banker more valuable in the bank, and the in the community at large.
Who Should Attend: Bankers from the retail department within the bank. These retail bankers may be new hires, beginning bankers, or bankers with years of experience. They are the emerging retail bankers who want to become qualified to move laterally or forward in their organization.
Speaker: Jennie Sobecki, CEO & Founder of Focused Results, a company concentrating in results-driven process consulting and training experience in community banks and financial institutions. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.