FinQuest Header

FinQuest Programs

Strategic Relationship Banker Programs


Entry Level Programs


Senior Management Workshops


Pre-Work Materials


FinQuest Spreadsheet Tools

Senior Management Workshops

board room pictureThe Senior Management Workshops (“SMW”) are intended for the managers of the professional staff who attend our Strategic Relationship Banker Programs. At these sessions, senior bankers explore the management challenges related to the successful implementation of the Optimal Relationship Building approach at your organization.  What are the issues that Senior Management must consider to successfully execute a strategic relationship initiative at your bank? What are the concrete actions that the Bank should undertake to ensure that the content and desired behaviors of the Strategic Relationship Banker Program are integrated into daily business practices.

Sample Workshops

Although the Senior Management Workshop is a highly customized session, the following provides a summary of some previous workshops for illustrative purposes: