Frontline Impact on Sales Culture

Frontline & New Accounts Human Resources Marketing Senior Management

On-Demand Webinar

StreamedAug 11, 2025Duration90 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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The frontline has a natural opportunity to engage accountholders in conversation.

Discover how reframing those conversations around service can make a lasting impact. Webinar participants will leave with a practical framework for developing, coaching, and sustaining a healthy, service-focused sales culture tailored to today’s financial industry environment.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Use proven coaching techniques to develop a relationship-focused sales mindset for the frontline
Define what a sales culture means for financial institutions and why it often fails to gain traction
Explain how to shift from transactional “widget counting” to meaningful relationship building that drives long-term loyalty and growth
Distinguish between training for sales tactics versus coaching for service-driven accountholder conversations
Identify opportunities to better prepare frontline teams to recognize and act on needs
Implement simple, sustainable practices for reinforcing a sales culture without relying solely on incentives or quotas

WEBINAR DETAILS

In many financial institutions, frontline sales expectations are either loosely defined or overly focused on transactional goals. This approach often leads to missed opportunities and disengaged employees. In this session, former sales coach and financial executive Lisa Miller will share practical, experienced-based strategies for building a relationship-driven sales culture that lasts and delivers meaningful results.

Drawing from her years of coaching financial services teams, Lisa will address common challenges for preparing frontline employees to confidently deepen relationships. She’ll explain how to equip your teams to engage in natural, service-focused conversations that reveal needs, build trust, and grow relationships.

WHO SHOULD ATTEND?

This informative session is designed for branch managers, retail leaders, frontline representatives and supervisors, training and development professionals, sales coaches, performance leaders, and executive and senior leaders looking to elevate their service-driven sales cultures.

TAKE-AWAY TOOLKIT

Sales coaching conversation guide
Frontline sales preparedness checklist
Discover questions (examples)
Sales culture self-assessment
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

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.