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Branch Management School Series


More than ever before, today’s the branch management team is faced with a multitude of challenges and opportunities. Successful banks have branch leaders who are focused on motivating and engaging the team, building, and increasing loyal customer relationships, mitigating risks through compliance and regulatory adherence, and accomplishing retail banking goals. In essence, the Branch Manager is the business manager.

To receive the Branch Management Certificate, four modules are required.  This session will include two modules, Sessions III & IV


Session III (Day 1) Agenda

  • Update of Lessons Learned: Skill Development
  • Critical Skills for Today’s Retail Bankers
  • Balancing Today’s Deposit Regulatory Requirements
  • Security and Robbery Prevention for The Re-tail Banking Team
  • Influencing for Change
  • Problem Solving and Change Management
  • Creating Employee Engagement
  1. What is it? And Why do it?
  2. Avoiding Common Problems
  3. Identifying and Assessing the Drivers in the Retail Branch
  • Finding More Time – Time Management Skills
  1. Avoiding “Doing It All Yourself” – Get-ting the Team Onboard
  • Meetings – New Alternatives to Meetings
  • Branch “Best Practices” and Action Planning

Session IV (Day 2) Agenda

  • Creating a Pathway for Sustainable Growth
  • Conducting Performance Reviews – The Good, the Bad, and the Ugly
  • Dealing with Personalities, Conflicts, and Challenges
  • Generating Solutions to Retail Branch Challenges and Problems
  • Getting the Best Teams – Accountability Skills
  1. The 10% Difference
  2. Ten Steps to Building a Winning Team
  • Mentoring and Creating Leaders
  • Expanding the Leadership Challenge
  • Energizing and De-Stressing Methods, Ideas, and Tools
  • Celebrating Performance: Rewards and Recognition
  • Review of the Self-Assessment – “And the Places We Will Go’
  • Branch “Best Practices” and Action Planning


The discounted room pricing will end on 8/9/2021.

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