Bank on Happiness- Programs for Retail Branches

Leadership Alignment

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Often branches have their own unique feel.  While this is okay to some extent, most smaller banks and credit unions want a consistent experience for the customer.  I work with leadership teams to help define what you want your customers to experience and how to make is consistent among the branches.

Positive Communication

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Learn more about positive communication with customers and team members and how when everyone speaks the same language, a natural transfer of trust occurs from team members to clients.  Value added conversations build customer loyalty.

We Before Me

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Having one, two, or even a bunch of individual superstars doesn't make a great team.  For those struggling with team cohesion, I can facilitate a workshop that builds team synergy and sustains a more collaborative work environment. 

Real Colors for All Employees

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All teams interact with people of many  different personalities from clients to co-workers.  A Real Colors workshop is a super fun way to learn how to speak in the language of the listener and listen in the language of the speaker.

Happiness IS your Competitive Advantage

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Building culture is a team sport and the best teams have a positive culture where everyone contributes.  This engaging workshop focuses on bringing more happiness into the branch and sustaining positive change.

Branch Manager Excellence

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Leading a banking or credit untion branch is challenging and rewarding.  Learn how my strength based leadership approach earned a small town dental practice national accolades.