Enhancing Business Development: A Managers Bootcamp

Session 3 of the Branch Managers Bootcamp Summer 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

July 17, 2024

9:00 AM - 12:00 PM

Registration Deadline

Thursday, July 11, 2024

 Start Date - End Date

July 17, 2024

9:00 AM - 12:00 PM

Early Bird Discount Deadline

Registration Deadline

Thursday, July 11, 2024



Online Registration is Closed!
Call 614-340-7610 to Register!

 
 

Participant Key Skill Transfers to Take Away:

  • Mastering pre call planning.
  • Learning to call virtually or in-person on the right (most profitable) clients and prospects.
  • Building relationships with productive referral sources.

Program Agenda Highlights

  • Introductory Discussion: Our Role in Growing the Branch.
  • Call Planning on Our Most Profitable Clients.
  • Gaining the Virtual or In-Person Appointment.
  • The Initial Meeting.
  • Call Follow-Up

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
Individual Session $250.00

Agenda

Pre-Conference Events
Sunday, September 17 - Sunday, September 17
9:00 am - 12:00 pm
  Business Development
Branch Manager Part 3 focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs.

Speakers

NameSpeaking At

Sponsors

Exhibitors

Location Information

Focused Results
E-Classroom
Fishers, IN

Get directions

Hotel Information

Continuing Education

Event Brochures

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