Tennessee Bankers

The Southeastern School of Banking Branch Management - Session 1 of 4

April 4: TBA Barrett Training Center, Nashville

Other Session Dates:

Session 2: June 14 - Leading, Developing, and Engaging the Team
Session 3: August 16 - Growing the Retail Branch
Session 4: November 13 - Raising the Bar for Sustainable Growth


Program Speaker

Dianne Barton, Performance Solutions, Inc.

More than ever before, today’s branch management team is faced with a multitude of challenges and opportunities. Successful banks have branch leaders who must be 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. Ongoing education, training, and networking are vital to developing successful branches in today’s banks. The Southeastern School of Banking Branch Management is a four-workshop sessions that takes place throughout the year.

This school is designed to focus on the critical success elements of managing and leading a performance-focused sales and service team. Each workshop is designed and packaged full of checklists, job aids, case studies, examples, and real-world situations. The school provides the branch manager and the branch management team with current, proven solutions to managing a successful branch in today’s ever-evolving banking environment.


Key Elements of the Series

  • Develop and implement retail banking business plan
  • Discover individual leadership and management styles
  • Ensure regulatory compliance and operational adherence
  • Mitigate risks
  • Grow the retail banking branch
  • Explore proven sales, service, and relationship building skills and tools
  • Motivate and boost employee and team success
  • Manage challenging situations with team members and customers
  • Strengthen communication and day-to-day effectiveness
  • Increase “bench strength” in the branch
  • Determine critical branch “best practices”


Session I:
New Year - New Start: Key Components for a Successful Year

Session I focuses on exploring the key components of a successful retail bank branch. Participants will leave with valuable tools and a game plan for 2018.

The agenda:

  • Where am I today?—Self-assessment of current skills and talents
  • Leadership challenge for today’s branch management team
    – 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 one more
    – Coaching the team to engagement
  • Getting the right person in the right seat—recruiting a winning team
    – Employee on-boarding—first 90 days
    – Discovering learning styles
  • Defining the performance management process for 2018
    – Developing performance expectations for the team
  • Top 10 Human Resource must knows for today’s retail managers
  • Branch “Best Practices” and action planning


Who Should Attend

These live, comprehensive overview sessions of the program are for all levels of branch management, from beginning to advanced. They are designed for retail managers, branch managers, assistant managers, branch manager candidates, and anyone responsible for the direction and development of a retail branch. Those attending this program will receive invaluable information and insight as well as resources to assist them in the everyday, ongoing processes of branch management.


Branch Management Certificate Overview

This is a comprehensive training program that focuses on three key components, and individual program participants will receive the 2018 Tennessee Bankers Association
The Southeastern School of Banking Branch Management Certificate by:

  1. Completing all four workshops of the 2018 The Southeastern School of Banking Branch Management.
  2. Successfully completing assignments after each of the four workshops.
  3. Attending at least one additional Tennessee Bankers Association full-day or multi-day program.

The benefits of this certificate process include:

  • An investment in developing “best practices” for your bank’s branch network.
  • An educational resource for training and career development.
  • Recognition and opportunities for branch managers by completing these sessions.
  • A foundation builder for banking schools.
  • A commitment to successful, profitable, efficient, and effective branches.


Continuing Education Credit:

26 total hours CPE credit for all four sessions

This program has not been pre-approved for ICB CE credits. Attendants who require ICB credits should go to http://www.aba.com/Training/ICB/Pages/default.aspx for further instructions.


Program Fees

Bundle Price - All Four Sessions

TBA Members / Associate MembersNonmembers
Early Registration $1100$2200
Registration $1150$2250
Day-of-Program $1200$2300

TBA Contact

Debbie M. Brickles - dbrickles@TNBankers.org
IOM, Senior Vice President of Education
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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