What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.
This four-part series (May 10, 11, 17 & 18) 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.
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.
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.
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.
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.
Who should attend?
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline
Professionals, and any professional aspiring to lead the team in a retail branch.
| Per Person
*No asset size discount available. A video webcam is required to comply with per person pricing.
This event will be conducted on Zoom. A video webcam is REQUIRED as well as a microphone or phone to call in. Download the Zoom Desktop Client app (preferred) or join via web browser.
New to Zoom or have questions about Zoom? Watch this short training video.
Jennie Sobecki is Co-Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high-performing mid-level Indianapolis bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.