Virtual Certified Teller Program - March 4, 2025
Frontline Excellence (previously referred to as Essential Teller Issues), is a program that covers 5 pivotal modules for today’s frontline professionals. This program serves as an important reminder about the significance of their role, serving as the CEOs of the customer experience and reinforcing the importance of their actions and reactions as a reputation builder for your brand. As an innovative addition, we have included an extra appendix module that houses a wealth of resources aligned with each module covered. This program is information rich. Attendees leave with a renewed dedication to achieve excellence in their roles. Each attendee will leave with a comprehensive training manual, acting as a valuable workplace reference. Esteemed as the nation’s most dynamic teller training experience, this presents a unique opportunity to elevate your entire front-line team toward an exceptional level of performance.

Outside Calling School - February 6 & February 13, 2025
The 2-lesson Outside Calling School will deliver the most up-to-date selling techniques to help you and your company deliver loan and deposit results. You will go through the selling process to identify how to gain the trust of your client, gain a larger share of wallet, and sell what your client truly needs. We will also address how to effectively manage the pricing discussion, how to overcome objections, and how research and profiling the client/ prospect will improve targeting, prospecting and presentations.

Frontline Branch Series - January 29; February 26; March 19; April 23, 2025
With constant change facing financial institutions, transactions falling and overall visits declining, we must find ways to engage our clients, new clients and the community. We must find ways to deliver better client service in a more efficient manner. Frontline Branch Series is a four-part, comprehensive series for beginning and new frontline professionals that focuses on creating a client-friendly environment on a budget. This series will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for employees and the client, resulting in the optimal institution of the future. The series includes group discussion and problem solving, fresh ideas throughout the presentation and a case study.