Managing a Successful Branch: A Managers Bootcamp
Session 1 of the Branch Managers Bootcamp Spring Series
The Evolving Role of the Branch Manager
This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next gen manager will be leading this vital transformation.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.
The series includes these sessions
- Session 1: Managing a Successful Branch
- Session 2: Leading Service Excellence
- Session 3: Business Development
- Session 4: Maintaining Superior Team Performance
Who Should Attend?
- New and experienced Branch Managers
- Assistant Branch Managers
- Teller Supervisors
- Lead Frontline Professionals
- Those aspiring to lead the team in a retail branch.
January 15, 2025
9:00 AM - 12:00 PM
Tuesday, January 14, 2025
January 15, 2025
9:00 AM - 12:00 PM
Tuesday, January 14, 2025
Online Registration is Closed!
Call 614-340-7610 to Register!
Participant Key Skill Transfers to Take Away:
- Learning to create an energetic and productive workplace
- Learning to manage the branch team and integrate technology to drive additional business.
- Driving business development even when the branch traffic is slow
Program Agenda Highlights
- Branch Staffing Model – Layers are Collapsing
- Vision Review – Our Role as Dream Builders
- Defining the Performance Management Process
- Coaching, Counseling, and Disciplining
- Scheduling and Staffing in Today's Work Environment
Pricing
Register for any session individually at $250
Register for all 4 sessions for a discount for $800 by clicking here
Full details about all sessions can be found here.
Question? Contact the Professional Development Team
Registration Questions: Email Megan Peiffer (614) 340-7618
Event Questions: Email Julie Kiplinger (614) 340-7612
Location Focused Results
Registration Fees
Price Description | Amount |
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Package Price | $800.00 |
Individual Session | $250.00 |
Agenda
Pre-Conference Events |
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Wednesday, January 15 - Wednesday, January 15 | ||
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9:00 am - 12:00 pm | ||
Managing a Successful Branch Branch Manager Part 1 focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch – selecting the team, staffing and scheduling, procedures, and building the team. |
Speakers
Name | Speaking At |
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Jennie Mitchell
<div><span style="font-family:'Arial';font-size:10.00pt;">Jennie Sobecki is co-owner of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and financial institutions. An expert in designing and implementing sales efforts and processes, Jennie designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management. She is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was director of sales and marketing for a $3 billion bank holding company, sales manager for a high performing mid-level bank, and director of corporate training for a large Midwest insurance company.</span></div>
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Managing a Successful Branch |
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