From Frontline to Hotline: Confidently Navigating Accountholder Mental Health Issues (Complimentary)

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On-Demand Webinar

StreamedAug 30, 2024Duration60 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Join us as we navigate the financial arena’s frontline challenges when mental health issues cross over into the work environment.

This webinar will empower staff with the knowledge and resources needed to recognize and respond effectively to accountholders in crisis. It will chart a path towards greater awareness, resilience, and support within our financial communities.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Recognize warning signs
Be more aware and empathetic
Diffuse angry confrontations
Deploy proactive measures
Engage with others for peer examples and shared solutions

WEBINAR DETAILS

The pervasive mental health crisis sweeping the nation is reshaping the landscape of financial services. This webinar will delve into the wide-ranging effects of contemporary issues on financial interactions, with a focus on frontline transactions, collections, and lending operations. Attendees will gain insights into the complexities that arise when mental health concerns intersect with everyday banking and how to navigate these challenges effectively.

At the core of managing difficult situations is the confidence to engage in uncomfortable conversations to prevent escalation. Drawing from in-depth interviews and research, this session will present real-life scenarios featuring solution-oriented responses. Participants will be equipped with practical strategies to handle sensitive interactions, enhancing their ability to support accountholders and maintain positive financial relationships.

WHO SHOULD ATTEND?

This free, informative session will benefit everyone at your financial institution, especially the frontline.

TAKE-AWAY TOOLKIT

Warning signs and proactive measures
Key words and phrases to diffuse angry confrontations
PDF of slides and speaker’s contact info for follow-up questions

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

TESTIMONIALS

"This webinar is long overdue. Bankers are faced with their own mental health issues as well as those of our customers. Understanding how to recognize disruptive warning signs and taking proactive steps to defuse a volatile situation is essential in providing excellent customer care."

- Sherrie, Carver State Bank

"The presentation reinforced the importance of diffusing and how phrases can help. When working with others we must show empathy to the situation."

- Cindi, First Harrison Bank

"The webinar was well put together and delivered in a way that was both meaningful and easy to follow. The content not only covered how to deal with customers that may be in crisis, but how to handle staff and others in your life that may be struggling. It also gave helpful tips on how to take care of your needs and set boundaries so that you can take care of others."

- Nancy, Landmark National Bank