The Evolving Role of the Branch Manager - Madison Fall 2017
The Evolving Role of the Branch Manager – 4 part series – Fall 2017
Wisconsin Bankers Association/4721 S. Biltmore Lane/Madison, WI
Registration begins at 8:30 each day; workshop is from 9:00am – 4:0opm
What does your branch have that alternate branch channels like mobile banking don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks must reassess the role of the branch manager. Banks must invest in in the manager, giving him or her the right people, tools, customer goals and sales goals, and step back and watch the results change into a dynamic source of profitability.
This exciting 4-day series will focus on the next generation manager who will be leading the transition to customer relationship management, and to managing an active advisory environment for the customer 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.
Tuesday, September 12, 2017 – Managing a Successful Branch Objective: Branch Manager Session I 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. Click here for agenda.
Tuesday, October 17, 2017 – Leading Service Excellence Objective: Branch Manager Session II focuses on the manager’s role in building and leading an effective service and sales organization. Manager will learn to plan and direct the team toward an effective business development effort. Click here for agenda.
Tuesday, November 7, 2017 – Business Development/Getting Out of the Office Objective: Branch Manager Session III focuses on the relationship building process to identify how to gain the trust of your customer, gain a larger share of the wallet, and present solutions that solve your customers’ needs. Click here for agenda.
Tuesday, December 5, 2017 – Maintaining Superior Team Performance Objective: Branch Manager Session IV focuses on maintain superior performance. Managers learn to evaluate individual performance, build performance standards that blend with the bank’s mission and vision. We will explore how to keep a team motivated and focused on achieving organizational goals. Click here for agenda.
Training fee: $900 for all 4 sessions. Includes breakfast, lunch and refreshments and all materials. Does not include lodging. Lodging information will be provided in confirmation of enrollment.