CFTEA

Get Deposits Now! Virtual Classroom

$350.00

SKU: 12477 Category:

Description

Program Overview

 

Given the current economy, there is more pressure on the retail branch system to generate more deposits and capture them as soon as possible.  How do you do that?  This entertaining and fact-oriented live e-classroom presentation will show you how to develop the best approach to set the conditions for increasing deposits, and the best tips for making deposit gathering beneficial for the client and fun for the branch team.  We will reveal what drives the client and what is the real motivation, plus look at what the next logical product the client or prospect is willing to buy.  We will also examine how to make your existing clients more attuned to the value you deliver.

Agenda

 

  • The bank atmosphere and a “helpful, advisory” philosophy
  • Using your “Goal” data
  • Helping the client save
  • Think like your client
  • Reducing deposit attrition
  • Deposit growth cycles
  • Next logical product
  • Your “best client” tactics
  • Cash management
  • Checking strategies
  • Killer business development ideas
  • And more

 

Who Should Attend?

 

Branch Managers, Assistant Branch Managers, Deposit Officers, Cash Managers, Senior Branch Managers, VP’s of Branch Operations, VP’s of Branch Deposits, and any senior management or other officers charged with improving deposit gathering in a community financial institution.

 

Available Dates/Times

  • November 9, 2022, 9 am – 12 pm ET
  • November 16, 2022, 12 pm – 3 pm ET

Instructor

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Duane Sobecki is the Senior Partner of Focused Results.  Duane is a renowned authority in sales strategy and strategic market segmentation. He provides assertive strategies to drive loan demand, business development, product and service lines to community banks and other FI’s. Duane is also a Co-Founder of Robovise, a digital wealth manager for credit unions and banks, and is the CEO and Founder of Focused Results Scouting, an AI-based scouting resource for football programs across the United States.

Duane specializes in helping the financial services industry better segment important markets, and direct sales and marketing strategies at those key segments to ensure revenue and profit growth. He holds a BS from the Kelley School of Business at Indiana University and has a certificate in management planning from the University of Illinois – Chicago.

Code: C1212VC
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