Branch Manager Bootcamp


Please visit heartlandcua.org/bootcamp to register and learn more.
When
5/17/2022 9:00 AM - 5/18/2022 12:00 PM
Central Daylight Time
Where
Online/Virtual
Registration is closed.
 

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Program

Tuesday, 10 May 2022

Description
OBJECTIVE 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. 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 Branch Staffing Model – Layers are Collapsing How Technology is Revolutionizing Our Business Vision Review – Our Role as Dream Builders Defining the Performance Management Process Coaching, Counseling, and Disciplining Scheduling and Staffing in Today’s Work Environment The Bored Board Concept – “Go To” List for Slow Times Creating a Fun Work Atmosphere Generational Approach to Communicating Challenges & Opportunities Complete an Action Plan for Skills Transfer back to the Job
Time
9:00 AM - 12:00 PM
9:00 AM

Wednesday, 11 May 2022

Description
OBJECTIVE 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. 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 Review Action Plan Successes from Past Session Vision Review – Hear the Dream; Pick the Product Red Carpet Exercise – Create a Memorable Experience Rhythms & Routines at the Branch: The following meetings take less than 1 hour per week to facilitate, and they positively impact the other 39 hours to increase business development activities by all team members: Introduction to Dream Building (Helping clients by listening) Weekly Sales Meetings (What dreams did we find last week? How did we change a life?) AM and PM Huddles (Driving energy at the beginning and end of each day) Mid-Week Clinics (Brief gatherings with a learning topic facilitated by subject matter experts) Service and Sales Leadership – Identifying the challenges to expect when driving a service and sales culture at the branch Discuss Challenges & Opportunities Complete an Action Plan for Skills Transfer back to the Job TOOLKIT: Mini Lesson: Listening for Opportunities – Learn how to get the branch staff to listen and refer so we help our clients save money, make money, save time, & find convenience and security.
Time
9:00 AM - 12:00 PM
9:00 AM

Tuesday, 17 May 2022

Description
OBJECTIVE 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. 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 Introductory Discussion: Our Role in Growing the Branch Review Action Plan Successes from Past Session Our Past Calling Successes & Challenges ?The Value Proposition Call Planning on Our Most Profitable Clients Gaining the Virtual or In-Person Appointment Planning for a Quality Encounter ?Determining Lead Officers and Call (Individual or Joint) Strategy ?Plan What to Have With You during the Call ?Plan Bridging and Introductory Comments The Initial Meeting ?Listening and Communicating How You Can Help ?Making a Recommendation and Asking for the Business ?Earning Referrals Call Follow-Up ?Expand Your Notes to Capture the Call ?Calendar Follow Up Activities ?Assess the Call Discussing an Upcoming Client Call Discussing Challenges & Opportunities Complete an Action Plan for Skills Transfer back to the Job  TOOLKIT: Forms for use back on the job
Time
9:00 AM - 12:00 PM
9:00 AM

Wednesday, 18 May 2022

Description
OBJECTIVE Branch Manager Part 4 focuses on maintaining superior performance. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Participant Key Skill Transfers to Take Away: Winning motivational strategies. Learning best practices in employee development, performance improvement, and employee recognition. Program Agenda Review Action Plan Successes from Past Session Conducting Performance Appraisals ?Discuss the Formal Appraisal Process at Your Company ?Look at the Steps in Conducting a Performance Appraisal ?Review a Sample Performance Appraisal Written by Branch Managers ?What to Do When Things Go Awry ?Managing Difficult Situations During a Review Managing Conflict ?Structured Intervention Rebalancing the Culture Delegating to Build Your Team Mentoring the Team Performance & Development Recognition and Reward – Non-Monetary and Monetary Understanding the Challenges Facing the Financial Work Force of Today Program Summary Complete a Final Action Plan to Grow the Branch
Time
9:00 AM - 12:00 PM
9:00 AM