Leading Service Excellence: A Managers Bootcamp
Session 2 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: Wednesday, September 16
- Session 2: Leading Service Excellence: Wednesday, October 21
- Session 3: Business Development: Wednesday, November 18
- Session 4: Maintaining Superior Team Performance: Wednesday, December 9
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.
October 21, 2026
9:00 AM - 12:00 PM
Friday, October 16, 2026
October 21, 2026
9:00 AM - 12:00 PM
Friday, October 16, 2026
Online Registration is Closed!
Call 614-340-7602 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 $300
Register for all 4 sessions for a discount for $900 by clicking 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 | $300.00 |
Agenda
| Pre-Conference Events |
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| Wednesday, October 21 - Wednesday, October 21 | ||
|---|---|---|
| 9:00 am - 12:00 pm | ||
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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. |
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Speakers
| Name | Speaking At |
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Sponsors
Exhibitors
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