Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Catrina Tate

Vice President of Retail Teachers Credit Union

Day One: June 24th 2024

1:55 PM Panel: Making the Sale: Training Employees to Develop Customer Relationships and Bring in New Business

  • Investigating some of the ways you can better train your employees to be seen trusted advocates
  • Finding courses can you offer them either in house or online that can teach them what they need to know
  • Setting up qualitative AND quantitative performance metrics
  • Investing in technology that can help them better serve the customer
  • Ensuring they are constantly learning and engaged in their role

Check out the incredible speaker line-up to see who will be joining Catrina.

Download The Latest Agenda