Sean Albertson

In today’s fast-changing financial landscape from digital disruption to shifting customer expectations, branch leaders face more pressure than ever. It’s not just about hitting goals. It’s about leading people through uncertainty, staying grounded, and showing up with clarity and confidence when others feel off balance. You’ll be introduced to the LEAD from Your CORE frameworks, a practical, people-centered approach designed to help branch and regional leaders lead through change, inspire accountability, and strengthen team culture from the inside out.

Key Takeaways:

• Discover the 8 essential traits of resilient, high-impact leaders in banking
• Learn how to stay focused and lead with clarity amid constant industry change
• Build a team culture rooted in ownership, adaptability, and trust
• Understand how empathy drives stronger customer and employee connections

Exceptional customer experience starts with alignment, not just in strategy, but in people. When your Customer, Career, Community, and Core are in sync, trust and empathy flow naturally to your customers. Learn about the 4 C’s of Experience and shows how personal and team alignment drives success. You’ll learn to spot hidden obstacles with the FIND framework and BREAK through them to lead with clarity, build loyalty, and deliver standout experiences.

Key Takeaways:

• Align the 4 C’s (Customer, Career, Community, and Core) to elevate experience

• Use the FIND framework to uncover hidden friction and fatigue

• Apply the BREAK method to remove obstacles and boost team momentum

• Lead with clarity and empathy to drive loyalty and trust