Program Description:

This webinar will teach the attendee how to conduct an audit on your competition. It will also instruct on managing time, the 59 minute meeting, & how to make effective Outside Sales Calls.

In addition to asking questions during the seminar, Roger will stop to hold a formal Open Forum. This is an opportunity for participants to discuss, answer questions, upon any subject regarding managing a branch. Popular group discussions in past seminars have included; How to manage customers who express worry & concern? Challenges New Managers Face. How to win back customer trust? Employee Dress Codes, and more.

This is the second session of a two-part webinar. The first session was held on April 28th.

This 2-Hour Webinar Covers:

• Dial marketing: Monitoring service at your branch versus the competition
• How to build a Team: The Five Steps
• Managing Time: How to be more organized and efficient
• How to multiply your effectiveness through delegation
• Successful staff meetings: The 59 minute meeting
• Making effective outside calls: Tips and techniques
• “Help” customers versus “Selling” your customers: Which is proven better?
• How to attain important information regarding current and potential customers
• How to Prepare: How to create 3 interesting questions ahead of time to get the new or current buyer talking about their requirements
• What are realistic sales goals?
• Case studies: Sales situations with group discussion
• How to handle customer stalls
• How to Close the Sale: Helping customers to say “Yes.”

The VALUE of this 2-part seminar:

• Getting branch managers current, useful information they can apply to their branch right away!
• Develop your future of branch leaders
• Ensures branch managers meet higher education &  performance standards
• It permits participants to take greater responsibility to develop their own leadership skills

Who Should Attend:

Branch Managers, Assistant Managers, Branch Supervisors, & Training Coordinators would all benefit from the useful information in this webinar.

Presenter:

Roger Morin is a former international banker for the First National Bank of Chicago and former director of human resources for a small community bank with two branches on Chicago’s north side neighborhood and suburbs. Today Roger is President of Morin & Associates, a leading training & consulting firm for the financial services industry. Roger is Senior Faculty at the Keller Graduate School of Management at DeVry University where he regularly instructs Master of Business Administration students. A former director of human resources for the Marriott Corporation, and former Midwest manager for Burlington Air Express, Roger brings a wide range of business experience to his workshop participants. Roger has addressed executives at McDonald’s corporate headquarters, the National Opinion Research Center at the University of Chicago, Commonwealth Edison Company, the United States Post Office, Zebra Technologies, and The University of Chicago Hospitals.

Lately, Roger addressed financial services leaders at the Illinois Bankers Association, the Virginia Bankers Association, the Indiana Bankers Association, the Michigan Bankers Association, the Community Bankers Association of Georgia, and the Ohio Bankers League. Roger has conducted in-bank seminars in Colorado, Illinois, Kentucky, Louisiana, Michigan, Missouri, New Jersey, and Texas.