Wowing the Client Workshop

Date:

Feb 25, 2026

Location:
Virtual via Zoom

Our workshop on Wowing the Client covers the skills needed by frontline branch professionals as the care for clients and help them realize their financial dreams.

We will explore the trends in banking today, including:

  1. How technology is revolutionizing our business.
  2. Becoming a more vibrant member of the team, resulting in growing the branch.
  3. Listening to clients’ dreams and ensuring they get the best product options to help them.
  4. Being an ambassador for growth, becoming the active dream builder that our clients need.

The experience is top rate. We have branch professionals from across the country in the session, so during breakouts you will learn national best practices in frontline banking.

Please join us in your professional journey as you become the best of breed frontline branch professional in your market!

PDF Brochure

Agenda
8:45 a.m. Registration and Log In
9:00 a.m. Program Begins
12:00 p.m.  Program Adjourns

*All times in EST.

Topics

Agenda

  • Expectations from top clients, whether they visit us at the branch or not
  • Growing the client relationship through Onboarding and All-Aboarding
  • Being able to uncover clients’ dreams
  • Establishing baseline standards
  • Creating the ultimate client experience
  • Great Cross-Selling: Asking great questions to get the client talking to
    discover dreams
  • Data-driven decision making to convert more relationships into business
  • Streamlining your work processes
  • Gen Z and Millennials: managing relationships with coworkers and clients
  • Develop leadership skills to wow your employer
  • Action plan for skills transfer back to the job
Speaker(s)

Jennie Mitchell 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, Jennie designs solutions to drive top-line growth through better utilization and training of existing sales forces, including sales management. Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Jennie 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.

Additional Information

OBJECTIVE:
Addresses the needs, wants, and expectations of the new, digital, and younger clients and employees.

PARTICIPANT KEY SKILL TRANSFERS AND TAKEAWAYS:

  1. Learning how to ask great client questions.
  2. Working with Clients to Identify goals and dreams.
  3. Selling appropriate products to actualize client dreams and goals.
Fees

IBA Members / Associate Members
$225 - Individual Session

Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

Surcharge of 100% for non-members.

location

LIVE Virtual Training Via Zoom:

You will receive your manual 4-5 days in advance should you want to print it to have during training. At this time, you will also receive log-in instructions.

Association Contact

Laurie Rees
Senior Vice President of Professional Development
LRees@indiana.bank

Molly Gibbs
Assistant Vice President of Education & Training
MGibbs@indiana.bank

Katie Yates
Professional Development Coordinator
KYates@indiana.bank

Cancellation Policy

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed.

Within two days prior, 50% of the fee is assessed.

Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at any time.