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

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.


 Start Date - End Date

January 15, 2025

9:00 AM - 12:00 PM

Registration Deadline

Tuesday, January 14, 2025

 Start Date - End Date

January 15, 2025

9:00 AM - 12:00 PM

Early Bird Discount Deadline

Registration Deadline

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

Tags  Retail Management; Retail Banking; Retail Management

Registration Fees

Price Description Amount
Package Price $800.00
Individual Session $250.00

Agenda

Pre-Conference Events
Wednesday, January 15 - Wednesday, January 15
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

NameSpeaking At
Jennie Mitchell Managing a Successful Branch

Sponsors

Exhibitors

Location Information

Focused Results
E-Classroom
Fishers, IN

Get directions

Hotel Information

Continuing Education

Event Brochures

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