InterAction Training

InterAction Training InterAction Training sets the standard in training for bank and credit unions professionals.

Be honest—how many tasks on your to-do list could someone else be doing?When leaders take on too much themselves, growth...
08/18/2026

Be honest—how many tasks on your to-do list could someone else be doing?

When leaders take on too much themselves, growth slows, accountability suffers, and burnout isn't far behind.

Next week, join Heather Legge for "Delegation Detox: Break the "I'll Just Do It" Habit."

📅 Tuesday, August 25, 2026
⏰ 2:00–3:00 PM CT

You'll walk away with:
• Practical delegation tools you can use immediately
• Strategies to build trust and accountability
• Ways to develop stronger problem-solvers on your team
• A clearer understanding of what only YOU should be doing

Because sustainable leadership isn't about doing more yourself—it's about building a team that can do more with you.

👉 interaction-training.com/event/delegation-detox-break-the-ill-just-do-it-habit082526/

Customers tell us more than we realize. The question is—are we listening?A conversation about a new home, a growing fami...
08/13/2026

Customers tell us more than we realize. The question is—are we listening?

A conversation about a new home, a growing family, retirement plans, or a new business could be an opportunity to connect a customer with solutions that make their lives easier.

Next week, join Janice Branch for "Spotting Opportunities and Making Referrals."

📅 Wednesday, August 19, 2026
⏰ 1:30–3:30 PM CT

You'll walk away with practical tools to:
• Build stronger customer relationships
• Identify opportunities naturally and confidently
• Increase referral success without sounding sales-focused
• Deliver solutions that benefit both the customer and the institution

This webinar is ideal for anyone who interacts directly with customers and wants to elevate both service and relationship-building skills.

👉 interaction-training.com/event/spotting-opportunities-and-making-referrals081926/

Customer service problems rarely start with policies. They start with people.Low confidence. Poor communication. Stress....
08/12/2026

Customer service problems rarely start with policies. They start with people.

Low confidence. Poor communication. Stress. Awkward interactions.

These are the moments that impact customer experience—and the moments leaders are expected to coach through.

Next week, join Heather Legge for "Elevated Customer Interactions: A Practical Workshop for Leaders to Build Confident, Capable Customer-Facing Teams."

📅 Tuesday, August 18, 2026
⏰ 1:30–3:30 PM CT

You'll walk away with practical tools to:
• Develop stronger communication skills
• Increase employee confidence and professionalism
• Reinforce accountability and consistency
• Elevate the customer experience across your team

If you're responsible for developing frontline employees, this workshop is built for you.

👉 interaction-training.com/event/elevated-customer-interactions-a-practical-workshop-for-leaders-to-build-confident-capable-customer-facing-teams081826/

Customers don't remember your policies. They remember how your people made them feel.Every conversation, every greeting,...
08/11/2026

Customers don't remember your policies. They remember how your people made them feel.

Every conversation, every greeting, every interaction either strengthens your institution's reputation—or weakens it.

Next week, join Vicki Kraai for CEO of the Customer Experience, an interactive webinar that helps frontline employees recognize the impact they have on every customer relationship.

📅 Thursday, August 20, 2026
⏰ 1:30–3:00 PM CT

You'll walk away with practical strategies to:
• Build stronger customer relationships
• Increase confidence and professionalism
• Recognize opportunities to deepen trust
• Create experiences customers remember long after they leave

Because exceptional customer experiences aren't created by chance—they're created by people who understand the influence they have every day.

👉 Register today! interaction-training.com/event/ceo-of-the-customer-experience08202026/

What if every frontline employee saw themselves as the CEO of the customer experience?Every interaction—whether it's ans...
08/03/2026

What if every frontline employee saw themselves as the CEO of the customer experience?

Every interaction—whether it's answering a question, opening an account, or resolving a concern—shapes how customers feel about your institution. That's a big responsibility... and an even bigger opportunity.

Join Vicki Kraai for CEO of the Customer Experience, a practical webinar designed to help frontline teams think beyond transactions and embrace the influence they have every day.

📅 Thursday, August 20, 2026
⏰ 1:30–3:00 PM CT

In this session, you'll learn how to:
✔ Build confidence as a person of influence
✔ Create memorable customer experiences
✔ Strengthen relationships without feeling sales-focused
✔ Develop the professional mindset that elevates both customer and coworker interactions

Designed for tellers, customer service representatives, supervisors, branch managers, trainers, and anyone responsible for developing frontline teams.

👉 Learn more: interaction-training.com/event/ceo-of-the-customer-experience08202026/

If you're constantly putting out fires, answering every question, and fixing every problem, this might be the leadership...
07/29/2026

If you're constantly putting out fires, answering every question, and fixing every problem, this might be the leadership skill that's holding you back.

Many managers don't have a time management problem—they have a delegation problem.

Join Heather Legge for "Delegation Detox: Break the "I'll Just Do It" Habit," a practical webinar designed to help leaders stop over-functioning and start developing more capable, accountable teams.

📅 August 25, 2026
⏰ 2:00–3:00 PM CT

In this session, you'll learn how to:
✔ Delegate with greater clarity and confidence
✔ Reduce overload without lowering standards
✔ Create more ownership and initiative within your team
✔ Free up time for the work only you can do

Perfect for branch managers, supervisors, team leads, operations leaders, and emerging managers looking to lead more effectively.

👉 interaction-training.com/event/delegation-detox-break-the-ill-just-do-it-habit082526/

The best referrals don't feel like sales conversations.They happen when employees listen, ask good questions, and connec...
07/27/2026

The best referrals don't feel like sales conversations.

They happen when employees listen, ask good questions, and connect customers with solutions that genuinely meet their needs.

Join Janice Branch for "Spotting Opportunities and Making Referrals," a practical webinar designed to help frontline and call center staff become more confident identifying opportunities to deepen customer relationships.

📅 August 19, 2026
⏰ 1:30–3:30 PM CT

In this session, you'll learn how to:
✔ Recognize opportunities hidden within everyday conversations
✔ Use curiosity to strengthen customer relationships
✔ Match products and services to customer needs
✔ Become more comfortable making referrals that provide value

Designed for tellers, new accounts personnel, call center staff, supervisors, and branch leaders.

👉 interaction-training.com/event/spotting-opportunities-and-making-referrals081926/

Ever find yourself coaching the same customer service behaviors over and over again?The challenge often isn't knowledge—...
07/23/2026

Ever find yourself coaching the same customer service behaviors over and over again?

The challenge often isn't knowledge—it's confidence, communication, and the ability to navigate customer interactions professionally and effectively.

Join Heather Legge for "Elevated Customer Interactions," a practical workshop designed to help leaders develop customer-facing employees into confident, capable professionals who represent your institution with credibility and care.

📅 August 18, 2026
⏰ 1:30–3:30 PM CT

In this interactive session, you'll learn how to:
✔ Set clear expectations for customer interactions
✔ Improve communication and emotional intelligence
✔ Build employee confidence in customer-facing situations
✔ Coach for lasting behavior change and accountability

Plus, attendees receive a ready-to-use coaching toolkit with templates, conversation guides, and practical exercises.

👉 interaction-training.com/event/elevated-customer-interactions-a-practical-workshop-for-leaders-to-build-confident-capable-customer-facing-teams081826/

A customer's experience is only as strong as the people delivering it.If your team interacts with customers every day, t...
07/15/2026

A customer's experience is only as strong as the people delivering it.

If your team interacts with customers every day, their ability to communicate, solve problems, build rapport, and inspire confidence directly impacts customer loyalty and growth.

Next week, Janice Branch will lead "The 10 Must Have Skills for Customer Success," a practical webinar focused on the skills that help customer-facing employees move beyond simply completing transactions and toward building lasting relationships.

📅 Thursday, July 23, 2026
⏰ 1:30–3:30 PM CT

From communication and professionalism to persuasive abilities and problem resolution, attendees will leave with tools they can apply immediately.

👉 interaction-training.com/event/the-10-must-have-skills-for-customer-success072326/

Customers don't stay loyal because of transactions. They stay loyal because of relationships.In today's competitive envi...
06/30/2026

Customers don't stay loyal because of transactions. They stay loyal because of relationships.

In today's competitive environment, products and services can often look very similar. What makes the difference? The experience customers have with the people who serve them.

Join Janice Branch for "The 10 Must Have Skills for Customer Success" and explore the skills that help employees build trust, strengthen relationships, and create loyal customers who keep coming back.

📅 July 23, 2026
⏰ 1:30–3:30 PM CT

Participants will learn practical strategies to strengthen communication, problem-solving, professionalism, confidence, and other essential customer service skills that drive long-term success.

Perfect for customer contact personnel, supervisors, trainers, and leaders responsible for customer-facing teams.

👉 interaction-training.com/event/the-10-must-have-skills-for-customer-success072326/

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Humble, TX

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