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Transformative Branch Conversations for Retail Employees: An Interactive Workshop

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.

Upcoming
Wednesday, May 28th, 2025
10:00 am - 11:30 am
Presented by Alex Cole-Murphy
1.5 SHRM-CP Credits
$450.00 or 4 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Deposit Accounts
  • Lending
  • Management/Employee Development
  • Sales
  • Branch Manager
  • Consumer Lender/Retail Banker
  • Customer Service Representative
  • Marketing Officer/Business Development
  • New Accounts Representative
  • Small Business Lender
  • Teller
  • Training Manager
  • Trainer

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This event will include breakout rooms where you will get the opportunity to collaborate with peers, as well as our industry expert, Alex Cole-Murphy. Space is limited to 30 participants for a high-value learning experience, so register today!

Customer service expectations continue to rise and present greater challenges for financial institutions to build trust and deepen relationships with the multitude of virtual channels. The gap continues to widen as depositors and lending clients shop options that have intensified the competitive environment.

How does your institution compete and differentiate itself? It is not too late to consider the impact your branch people can have.

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. This workshop will provide an approach to developing your people, who are the essential differentiators for your institution from the many digital options.

What You'll 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

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.

Alex Cole-Murphy

Instructor Bio

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.

Continuing Education Credit Information

Transformative Branch Conversations for Retail Employees: An Interactive Workshop has been approved for 1.5 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

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