Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Maria Harvey


AVP Retail Trainer & Development Manager
Webster Five Savings Bank

Day Two: July 24th 2019 Equipping Your Branches With Best in Class Staff and Optimal Tech

Wednesday, July 24th, 2019


2:25 PM Fireside Chat: Developing Soft Skills: Turning Your Current Employees into ‘Relationship Managers’

Your universal tellers not only need to be able to do easy and complex transactions, but be comfortable with being more of a salesperson. But not just any salesperson, they really need to develop relationships with customers that cultivate trust- so that sales can more easily happen and the bank can grow. Join this session to hear more about:
•How can you teach these soft skills so that your employees can get past the basics with your customers? 
•Do your employees know how to build loyalty and deepen customer relationships? Not just smile blankly at them and provide normal customer service?
•Your branch is also meant to be a place where customers learn about new products as well- do your employees ever do more than just simple transactions or are they upselling new things? 
•Do they know how to go after the limited amount of customers that work in


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

Download The Latest Agenda