Future Branches Boston 2019

July 23 - 24, 2019

Westin Boston Waterfront, MA

Matthew Steilberg


Director of Retail Banking
Citizens and Farmers Bank

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

Wednesday, July 24th, 2019


2:25 PM Case Study: Leveraging Your Branch Network to Drive New Customer Acquisition

Your branches give your business the perfect opportunity to acquire new business. How can you harness the power of this face to face channel in order to continue to grow? What skills do your employees need to become relationship salespeople. Join this session to hear how your branch network can be reimagined to bring all of the products you sell to the forefront:
•Engineering the required brand position to create opportunity
•Setting team expectations – role clarity 
•Identifying and implementing required skills
•Developing and implementing an effective market analysis process
•Leveraging internal and external partnerships


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

Download The Latest Agenda