What You’ll Learn
Who Should Attend
Call Center Personnel, Supervisors, Trainers, and anyone with authority over call center contact personnel would benefit from this webinar.
Call Centers create a competitive advantage for institutions that train their agents to know what to say, what not to say, and how to sell while maximizing productivity and quality. After all, it is the call center agent’s approach to call handling and member service that determines if they will have the opportunity to increase the relationship with the institution and turn the customer into a fan.
In this webinar, call center agents will learn to use professional call management procedures to handle calls with skill and learn how to take customer interactions beyond courteous to building rapport and expanding customer relationships. We’ll cover how to build a plan for call center agent performance improvement, provide skill improvement tips, and discuss how to become a Self-Directed Learner.
Call Center Personnel, Supervisors, Trainers, and anyone with authority over call center contact personnel would benefit from this webinar.
The WBA Branch Manager Boot Camp will include four virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on May 23; June 27; July 25; and August 29.
About the Program
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.
Who Should Attend?
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.
About Our Boot Camp Facilitator: Jennie Sobecki
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, Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Before joining Focused Results, Sobecki 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.
Registration Information: The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.
Registration for livestream access provides one connection for the individual who is registered. Additional attendees from the bank who also would like to attend and receive materials should register separately. Each individual virtual attendee can request a verification of attendance upon completion of the program (whether attending live during the livestream or watching the on-demand recording).
Answer this question: As a supervisor or manager. . . have I done everything possible to set this person up for success in their role? People excel when they are doing things where they can perform at their natural best. Have we created the right environment to set them up for success? How many of us have inherited teams that we are now expected to lead and make sure everyone is performing?
Managing your “bus” can be rewarding and challenging all at the same time but working at right fit is the key to optimal team performance.
What we will cover:
Target Audience: CEOs, Human resource officers, managers and supervisors
Presenter: Vicki Kraai, InterAction Training
Registration Option: Live presentation $330
Retaining and engaging in a new world of work — does this sound like something you can relate to? The Great Resignation has disrupted employers and in turn negatively impacted organizational engagement and culture. The employee “experience” is just as important today as our “customer” experience. What if we saw everything we did through the lens of our employees? Would that make or break our current practices related to engaging and retaining?
In this session we will peel back the layers and ask the right questions about engagement and retention in our current environment above and beyond the topic of compensation. Believe it or not, money isn’t always the number one reason people leave their current employer.
What we will cover:
Target Audience: CEOs, Human resource officers, supervisors and managers
Presenter: Vicki Kraai, Interaction Training
Registration Option: Live presentation $330
The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8–11 a.m. CT on February 1; February 29; March 21; and April 25.
About the Program
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.
Who Should Attend?
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.
About Our Boot Camp Facilitator: Jennie Sobecki
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, Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Before joining Focused Results, Sobecki 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.
Registration Information: The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.
Registration for livestream access provides one connection for the individual who is registered. Additional attendees from the bank who also would like to attend and receive materials should register separately. Each individual virtual attendee can request a verification of attendance upon completion of the program (whether attending live during the livestream or watching the on-demand recording).
The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on September 20; October 25; November 15; and December 13.
About the Program
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.
Who Should Attend?
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.
About Our Boot Camp Facilitator
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, Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Before joining Focused Results, Sobecki 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.
Registration Information: The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.
The WBA Supervisor Boot Camp will start on Monday, October 16, 2023 at 9:00 a.m. and adjourn on Tuesday, October 17, 2023 by 4:00 p.m.
An Intense Focus on Succeeding at Managing Others
You don’t master the art of supervision through luck, you master it with training, experience, self-learning, and staying on top of best practices. As a supervisor, you must have the attitude, aptitude, skill set, confidence, persistence, and commitment to excel in this multi-tasking, challenging role. Supervisor Boot Camp will help you build essential traits such as leadership, professional maturity, and emotional IQ.
With this in mind, InterAction Training has designed a compelling, two-day dynamic, interactive workshop just for you! The program includes exploring the coaching and leadership skills that lay out a plan for your success as a highly effective supervisor. You will find this experiential training opportunity invigorating, motivating and applicable to managing and supervising others.
Fast-Paced * Information Packed * Results Oriented * Dynamic * Interactive * Engaging
This two-day program is exactly what you are looking for if your bank strives to keep supervisors on the competitive edge! You will work and learn, share and listen, and go back eager to implement and make a difference.
Speaker: Vicki Kraai, CEO, InterAction Training
Assessing Your Supervisor Effectiveness
Motivating Yourself and Others
Excelling at Leading, Supervising & Coaching
Building Performance Plans
Registration Information: The registration fee of $535/attendee includes program registration, instruction and materials, online DiSC assessment test, and daily lunch and refreshment breaks.
For financial institutions, digital transformation is about rethinking how the organization uses technology, processes, and people to offer new services and improve customers’ experience. But digital transformation typically means utilizing various technologies, cloud services, mobile applications, and technology providers. This adds complexity and changes the way that financial institutions must think about risk management and compliance. In this session, we will discuss how to manage cybersecurity risk and prepare for digital transformation.
Program Learning Objectives:
Target Audience: Human resource officers, supervisors, CEOs
Presenter
Jeff Olejnik, Wipfli
Registration Option
Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change on which to focus. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!
Learning Objectives:
Target Audience: Human resource officers, supervisors, CEOs
This 60-minute program will be presented live on: April 19, 2023, 10:00–11:00 a.m. CT
Presenter: Julia Johnson, Wipfli
Registration Option: Live presentation $275
Recording available through July 19, 2023
Leaders today are having to adapt to the new normal way of working. It is important for managers to develop an effective structure around their ability to virtually manage their direct reports. If leaders cannot physically see what people are doing, they wonder whether someone is actually working.
In this webinar managers will acquire skills to:
Target Audience: Anyone responsible for managing individuals working remotely
This 90-minute program will be presented live on: April 14, 2024, 9:30–11:00 a.m. CT
Presenter: Patrice McGuire, McGuire Business Partners
Registration Option: Live presentation $330
Recording available through July 12, 2024
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