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Creating Exceptional Client Experiences

What do you remember about the service you receive in those places where you do business? If you’re like most people, the answer is simple: very little. Customers expect to have their needs met. Who would choose to do business somewhere where satisfaction was not the norm? If you want customers remembering and talking about what it’s like to do business with your institution, then satisfactory is not enough. We have to create a meaningful, memorable experience.

Upcoming
Beginner Friendly
DATE

Thursday, May 21, 2026
2:30 pm - 4:30 pm

INSTRUCTOR

Janice Branch

FORMAT

Webinar

CREDIT TYPE

2 SHRM-CP Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Human Resources
  • Management/Employee Development
  • Sales
  • Teller
  • Branch Manager
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Human Resources Officer
  • Loan Operations Manager/Specialist
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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This fast-paced, dynamic webinar is designed for banks serious about taking customer service up a notch. We will equip you to raise the bar when it comes to getting employees on board and revved up while delivering value and creating amazing experiences for your customers. Come learn how to wow your customers with genuine interest and care while providing a meaningful, memorable experience each and every time.

  • Being Authentic

  • The ingredients for a WOW

  • Creating an engaged employee

  • Training for engagement

  • Coaching and support

What You'll Learn

  • Engaging the customer from day one
  • Becoming a Solution Driven Institution
  • How to Increase Efficiency without Making the Customer Feel Rushed
  • Tips on Unexpected Extras that Wow the Customer
  • Creating a Culture of Excellence

Who Should Attend

Frontline staff, teller supervisors, tellers, call center, customer service reps and branch managers will benefit from this information packed webinar.

Janice Branch

Instructor Bio

Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.

Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the "go-to" person every bank wants to hear from. Participants appreciate her "been there, done that" humor along with her expert ability to facilitate learning.

Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.

A native Texan she enjoys many pursuits in addition to teaching and learning, but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.

Continuing Education Credit Information

Creating Exceptional Client Experiences has been approved for 2 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

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