Leading Service Excellence: A Managers Bootcamp
Session 2 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.
February 14, 2024
9:00 AM - 12:00 PM
Friday, February 09, 2024
February 14, 2024
9:00 AM - 12:00 PM
Friday, February 09, 2024
Online Registration is Closed!
Call 614-340-7610 to Register!
Participant Key Skill Transfers to Take Away:
- Developing leadership skills to grow the branch.
- Mastering an understanding of a leading a vibrant service and sales process in a branch environment.
- Learning to train the branch team in key listening, referring, and selling skills to improve growth.
Program Agenda Highlights
- Review Action Plan Successes from Past Session.
- Red Carpet Exercise – Create a Memorable Experience.
- Service and Sales Leadership.
- Discuss Challenges & Opportunities.
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 |
|---|---|
| Individual Session | $250.00 |
Agenda
| Pre-Conference Events |
|---|
| Wednesday, February 14 - Wednesday, February 14 | ||
|---|---|---|
| 9:00 am - 12:00 pm | ||
|
Leading Service Excellence Branch Manager Part 2 focuses on: “The Manager’s Role in Building and Leading an Effective Service and Sales Organization.” Managers will learn to plan and direct the team toward an effective business development effort. |
||
Speakers
| Name | Speaking At |
|---|---|
| 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>
<div><span style="color:black;font-family:'Calibri';font-size:11.00pt;"></span></div>
|
Leading Service Excellence |
Sponsors
Exhibitors
Hotel Information
Continuing Education
Event Brochures
Site Maintenance
The site is currently unavailable due to scheduled maintenance. Please retry again in some time.