Enhancing Business Development: A Managers Bootcamp OBL

Enhancing Business Development: A Managers Bootcamp

Session 3 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.

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

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	$300.00

Agenda

Tuesday, November 03 - Tuesday, November 03
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

Name	Speaking At