Branch Management and Retail Banking Leadership Series - Session 3 of 4
September 29: Online
This session is a virtual-only event. Contact Sheena Frech for more information.
Other Session Dates:
Session 1: June 17
Session 2: August 12
Session 4: November 12
The Branch Management and Retail Banking Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Comprised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management team with current, proven solutions to managing a successful branch today.
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”
Branch Management and Retail Banking Leadership Certification Overview
Tennessee Bankers Association is proud to offer the Branch Management and Retail Banking Leadership Certification program.
The benefits of this certification 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.
What is the process for Certification?
This is a comprehensive training program with two key components: Completion of all four workshops in the Branch Management and Retail Banking Leadership Series and successful completion of assignments after each of the four workshops. Persons attending all four programs and turning in all four homework assignments will earn the Tennessee Bankers Association Branch Management and Retail Banking Leadership Series certification.
Workshop 1, March 18, 2020
New Year - New Start: Key Components for a Successful Year
Workshop 1 explores the key components of a successful retail banking branch/center. Participants will leave with valuable tools and a “game plan” for 2020.
Workshop 2, June 17, 2020
Developing and Engaging the Retail Banking Team
Workshop 2 focuses on building the retail banking team. Attendees learn proven ways to get team members engaged and challenging teams to exceptional performance. An “engaged employee” is one who is fully involved in and enthusiastic about their work and therefore will act in a way that furthers their bank’s interests.
Workshop 3, August 12, 2020
Growing the Retail Branch
Workshop 3 focuses on the retail management’s role as sales and service leaders. Attendees learn to plan, motivate, and challenge the team to consistently provide exceptional service and meet the branch’s goals.
Workshop 4, November 12, 2020
Raising the Bar for Sustainable Growth
Workshop 4 examines how to maintain superior performance. Participants learn new methods for communicating and raising the bar through the performance management process, team building, and leadership abilities. We explore how to keep a team motivated and focused on achieving organizational goals.
Series facilitated by Performance Solutions, Inc.
The Branch Management and Retail Banking Leadership Series is presented by Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling, and servicing their customers.
Performance Solutions, Inc. (PSI) training programs are designed to “close the gap” between the bank’s needs and employees’ skills. The Branch Management and Retail Banking Leadership Series was originally introduced in 1983 and is continually revised and updated to meet the challenges and changes the banking industry experiences.
Trina McCoy, senior consultant and facilitator, started her career with a regional bank in 1999 as an in-store branch manager and later managed a traditional branch. As a bank corporate trainer, she facilitated numerous programs and was known for her engaging, audience-focused approach to training and development. McCoy also served as a regional manager and city president where she assisted with the opening of more than 30 branches and was responsible for managing, training and operational duties.
Dianne Barton is the founder and president of Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling, and servicing their customers. As a former banker, her service, which includes a broad scope including strategic planning, leadership and management development, regulatory and compliance implementations, retail growth strategies, and sales and service culture development, is recognized as real world solutions by both regional banks and community banks.
Retail managers, branch managers, assistant managers, head tellers, branch manager candidates and anyone responsible for the direction, supervision, and development
of a retail branch.
Continuing Education Credit:
26 total hours CPE credit for all four sessions (6.5 hours each session)
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.