Description

The Video Vault for Frontline Branch Professionals (Video Vault) is designed to support the Branch Manager in training their staff. With the worker shortage and thin staffing in branches, training is a responsibility that Branch Managers find extremely difficult to fit in.  That’s where we come in!

We have taken sections from our Frontline Branch Series virtual training that result in fast business development.  We created short bursts of video training supported with a worksheet.  Video Vault is extremely flexible to meet the emerging needs of the branch team:

• Videos can be viewed in any order.

• They can be watched by the individual at their computer

• They can be used by the Branch Manager in a team setting for reinforcement and skills development.

CFTEA will be adding new videos to the Video Vault based on client feedback.  This product is a reflection of the fast moving world that frontline branch professionals find themselves in!

The price is budget-conscious when considering that every branch professional can access the Video Vault anytime throughout the year!  We look forward to working with your team on their journey to grow as professionals at the branch! Contact for Pricing per organization based on number of branch locations times $500 for an annual subscription with opportunity to renew.  A personalized agreement will be created between your organization and CFTEA. Additional lessons added or updated to the video vault during the subscription do not incur additional charges.

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Lessons in the Video Vault for Frontline Branch Professionals

• New Client Follow Up

  • By the end of this lesson, an effective Dream Builder will … follow up with new clients to keep them connected to their financial institution.

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• Contact with Existing Client

  • By the end of this lesson, an effective Dream Builder will … actively look for ways to stay in touch with their existing clients.

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• The Bored Board

  • By the end of this lesson, an effective Dream Builder will … know what to get busy doing when the branch traffic is slow or empty.

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• Your Image at Work

  • By the end of this lesson, an effective Dream Builder will … present an attitude of professionalism and approachability to both clients and teammates at work.

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• Your Social Media Image

  • By the end of this lesson, an effective Dream Builder will … understand how their social media footprint represents them and their financial institution.

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• Present the Product

  • By the end of this lesson, an effective Dream Builder will … present products to the client that will help to build their financial dreams.

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• Get Them Talking!

  • By the end of this lesson, an effective Dream Builder will … ask future-oriented, open-ended questions, and then immediately stop talking and listen for client dreams.

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• The Dream Builder

  • By the end of this lesson, an effective Dream Builder will … realize that if they don’t know their client’s dreams, they don’t know their client!

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• The Promise Keeper

  • By the end of this lesson, an effective Dream Builder will … recognize the role of a Promise Keeper in great client service.

• Benefits Clients Seek 

  • By the end of this lesson, an effective Dream Builder will … include a benefit statement with their product recommendations.

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• Life Cycle Events

  • By the end of the lesson, an effective Dream Builder will … understand that clients are seeking help to finance the expensive things that they have to pay for in life.

• Product Knowledge Challenge

  • By the end of this lesson, an effective Dream Builder will … be knowledgeable on all of the products that your institution offers.

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• Client Self Service

  • By the end of this lesson, an effective Dream Builder will … alleviate unnecessary foot traffic in the branch by helping clients do their own transactions.

• Recognizing Buying Signals

  • By the end of this lesson, an effective Dream Builder will … recognize buying signals from the client.

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• Handling Difficult People

  • By the end of this lesson, an effective Dream Builder will … be able to follow the steps provided to handle difficult people in difficult situations.

• Referring the Client

  • By the end of this lesson, an effective Dream Builder will … send the client to the appropriate professional for any accounts you cannot open.

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• Demonstrating Electronic Products to Clients

  • By the end of this lesson, an effective Dream Builder will … walk the clients through how to use the electronic products (or app) effectively.

• Soliciting Client Feedback

  • By the end of this lesson, an effective Dream Builder will … ask the clients what they think about our service and how we can improve it.

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• Respecting the Client

  • By the end of this lesson, an effective Dream Builder will … be inclusive, respectful, and approachable to every potential client.

• Generational Client Expectations

  • By the end of this lesson, an effective Dream Builder will … be prepared to tackle the issues that may appear from each clients’ generations.