Transformative Branch Conversations for Retail Employees: An Interactive Workshop

Wednesday, May 28th, 2025
11:00 am - 12:30 pm EST

Top-performing financial institutions are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations.

Space is limited to 30 participants for a high-value learning experience, so register today!

Agenda

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

Speaker(s)

Alex Cole-Murphy

Alex’s experience in recruiting and HR for a national firm make her a great asset. She joined ACTG in 2016, and now focuses on the creation and design of all of our sales and sales management training materials, She also works with community banks delivering sales training to help them find and build relationships and increase sales revenue. You will often see her on the company website videos or within our online learning modules as Alex has become our marketing voice. Alex is also one of our community bank specialists, helping our bank clients sell, coach and hire better.

Additional Information

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.

Fees

$450.00 or 1 Token

Available Upgrades

12 Months OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
Additional Live Access $450.00 per person

Association Contact

Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380