Managing a Successful Branch: A Managers Bootcamp OBL

Managing a Successful Branch: A Managers Bootcamp

Session 1 of the Branch Managers Bootcamp Fall Series (Virtual)

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: September 17
Session 2: Leading Service Excellence: October 22
Session 3: Business Development: November 13
Session 4: Maintaining Superior Team Performance: December 10

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.

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

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

Wednesday, September 17 - Wednesday, September 17
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