Wednesday, July 6, 2022
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2021 Retail Banking Branch Management Virtual Workshop

March 10, 2021 @ 9:00 am - March 11, 2021 @ 4:00 pm CST

Click Here for Brochure

Click Here to Register

This virtual seminar will allow you to participate from home or your bank.

Program materials and login details will be provided 2 days prior to the


Format: Zoom


Today’s branch retail banking team is faced with a multitude of

“real world” challenges and opportunities in the current pandemic

environment. Recently when asked what the number one challenge

was for branch managers and supervisors, the universal response was

maintaining the morale and health of the branch team members. How do

you balance the needs of the employees and customers while efficiently

and effectively sustaining the retail banking opportunities and challenges?

This fast-paced, results-oriented series focuses on the critical success

skills for managing and leading during this unprecedent time. The two-day

workshop is packaged full of checklists, job aids, case studies, examples,

and “real world” situations.


Our agenda includes:

• The Roles and Responsibilities of Today’s Branch Team Leaders

• Staying Positive during Challenging Times

• Motivating and Engaging Today’s Diverse Generations of Employees

• Building the Branch Business Plan

• Leading and Coaching Through Crisis

• Creating a Pathway for Sustainable Growth

• Growing the Retail Branch – Leading the Sales & Service Initiative

• Conducting Performance Reviews – The Good, the Bad, and the Ugly

• Ensuring Security, Deposit Compliance and Regulatory Adherence in a

Changing Environment

• Raising the Bar – Developing Performance Expectations for the Team

• Retail Banking “Best Practices”


This 2 day program is designed for retail Retail Branch Managers, Assistant

Managers, Teller and Universal Banker Supervisors, Retail Team Leaders.

Anyone responsible for the direction and development of a retail branch

should plan to participate.