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Branch Management School (Modules I & II)


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 I & II

Session I (Day 1) Agenda

  • Where Am I Today –Self-Assessment of Current Skills and Talents

  • The Leadership Challenge for Today’s Branch Management Team

    1. Unleashing Your Leadership Abilities
  • Communication Tools for Today’s Branch Manager

  • Understanding and Leading Today’s Team of Different Generations

  • Implementing the 3 C’s to Excellence: plus 1 more

    1. Coaching the Team to Engagement
  • Getting the Right Person in the Right Seat - Recruiting a Winning Team

    1. Employee Onboarding - First 90 Days
    2. Discovering Learning Styles
  • Defining the Performance Manag. Process 

    1. Developing Performance Expectations for the Team
  • Top 10 Human Resource Must Knows for Today’s Retail Managers
  • Branch “Best Practices” and Action Planning

Session II (Day 2) Agenda

  • The Retail Branch Performance Chart
    1. Monitoring and Tracking Tools while Rewarding Results
    2. Developing Sales & Service Standards
  • How Today’s Customer Experience is Changing
  • Maximizing Your Bank’s Competitive Value Edge
  • Growing the Retail Branch from Within:
    1. Selling is Helping the Customer
    2. No More Product Pushing
    3. Customer On-Boarding
    4. Maximizing Customer Relationships – Bankers in Action
  • Networking Do’s and Don’ts
  • Retail Banking Business Development
    1. Key Tools for Protecting Key Customers
    2. Key Tools for Calling on Prospective Customers
  • Branch “Best Practices” and Action Planning

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