MAXIMIZING CLIENT OPPORTUNITIES WITHIN THE BRANCH – A concept we hear often with Huddle Sessions, and certainly as important as ever.

Sometimes looking beyond the “typical” opportunities like Large Deposits, CD Ownership, Bank IRAs, etc., can also create some great conversations.

Pulling ideas from recent Huddles we’ve been a part of in the field, we wanted to share (3) areas of interest.  Each comes from a place of truly helping to be a resource for clients.

Listen and then get together with your Branch Team about these opportunities at your location!