WHO SHOULD ATTEND? 

This session is ideal for all levels of retail management, new account openers, branch managers, CSRs, anyone opening accounts in the retail branch.

WHAT YOU WILL LEARN 

• Learn and utilize a break-through approach to gain the engagement of branch personnel for deepening relationships of clients and prospects

• Implement a 4-step relationship-building process to consistently follow across branch network

• Learn a coaching methodology to help branch managers develop talent