DBSI's Delivery Defined Program

Lasting Success Begins with Proper Training

Delivery Defined™ is a proven program created to ensure the effects of a transformation are realized. Delivering an incredible new environment specific to your culture and brand promise is a necessary step! It has been proven over and over that simply building a new space and implementing the latest technology alone does not guarantee success. Your front-line staff is tasked with delivering the new experience to your clients. Why not give them the direction and support they need to actualize the enhanced branch experience?

Define the strategic and operational intent for the new concept branch or an existing one, and the key elements within it.

Define talk tracks specific to your institution for each key element found within the existing branch.

Map a seamless journey from the client’s entry to their exit.

Develop consistent process maps for your institution’s top transactions.

Define roles and responsibilities within the branch.

Create a unique playbook specific to your brand and culture.

Framing and managing the program through an executive workshop

Deliver a training program onsite to ensure the actualization of the intended client experience

Create a robust playbook for each member of the branch team

Ongoing support for your branch team – we are dedicated to your success

Key Deliverables

With the amount of time and effort your organization put into planning, designing, and creating your newly transformed branch experience, it is essential that you take the final step and equip your team with what they need to move your financial institution forward. This transformation experience will add value to your clients and demonstrate your commitment to improving your client’s financial futures. Building relationships with your clients through advisory conversations using financial language that is right for them is the key to your institution’s growth and future.

Key Deliverables

Framing and managing the program through an executive workshop

Create a robust playbook for each member of the branch team

Deliver a training program onsite to ensure the actualization of the intended client experience

Ongoing support for your branch team – we are dedicated to your success

“Partnering with DBSI to roll out the Relationship Banker Model was the best decision we made for our staff and our customers. DBSI traveled around the country to 15 of our branches to train our staff, implement best practices, and operationalize each space. Our plans to implement the Relationship Banker Model throughout all of our 239 branches are invaluable to our future. Since completing the training, Arvest has seen tremendous growth in our products, services, and customer and associate satisfaction. We can’t thank you enough for your support, DBSI!”

- Robyn Breshears – Executive Director of Sales, Service, and Support

“I was nervous at first moving into this new role. I didn't know if I would be as prepared. I didn't know if this new way of banking would suffice. However, with the DBSI training experience, it helped to lead a very meaningful experience with my colleagues. It helped me understand my true role not only as an advocate but also as a person. The experience is much more than the technological advancement. We are Pillars for a new wave of innovation. The kind that bridges technology and lasting relationships in our community.”

~ Ariel Bowser- Member Advocate

“It made me eager to begin my new journey as a member advocate.”

~ Anonymous

“The training was fun, exciting, and engaging.”

~ Anonymous

“Every aspect of the training, from the development workshops to the materials to the training itself, was fantastic!”

~ Dennis Pecorella Learning and Development Manager

“The training was amazing a very informative. I believe that it has set this team up for success.”

~Jasmine Muscati, Member Advocate

“Engaging, fun, and interactive. Learned a lot (exchanging ideas).”

~ Edwin

“Great group. Thank you, all of you for coming out and presenting.”

~ Anonymous

”The group exercises, for idea exchanges and peer bonding were most effective.”

~ Brittany Sloan, Learning and Development Specialist

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We Create Confident Teams with Delivery Defined

Lasting Success Begins with Proper Training

We Work With You To:

Define the strategic and operational intent for the new concept branch or an existing one, and the key elements within it.

Define talk tracks specific to your institution for each key element found within the existing branch.

Map a seamless journey from the client’s entry to their exit.

Develop consistent process maps for your institution’s top transactions.

Define roles and responsibilities within the branch.

Create a unique playbook specific to your brand and culture.

Framing and managing the program through an executive workshop

Deliver a training program onsite to ensure the actualization of the intended client experience

Create a robust playbook for each member of the branch team

Ongoing support for your branch team – we are dedicated to your success

Key Deliverables

Key Deliverables

Framing and managing the program through an executive workshop

Create a robust playbook for each member of the branch team

Deliver a training program onsite to ensure the actualization of the intended client experience

Ongoing support for your branch team – we are dedicated to your success

Here is what our clients are saying:

- Robyn Breshears – Executive Director of Sales, Service, and Support

~ Ariel Bowser- Member Advocate

“It made me eager to begin my new journey as a member advocate.”

~ Anonymous

“The training was fun, exciting, and engaging.”

~ Anonymous

“Every aspect of the training, from the development workshops to the materials to the training itself, was fantastic!”

~ Dennis Pecorella Learning and Development Manager

“The training was amazing a very informative. I believe that it has set this team up for success.”

~Jasmine Muscati, Member Advocate

“Engaging, fun, and interactive. Learned a lot (exchanging ideas).”

~ Edwin

“Great group. Thank you, all of you for coming out and presenting.”

~ Anonymous

”The group exercises, for idea exchanges and peer bonding were most effective.”

~ Brittany Sloan, Learning and Development Specialist

Trust DBSI With Your Next Project