Branch Manager Bootcamp Series
Choose one of these four-part series ...
*Note: the next training date has been changed from June 19 to June 20 with respect to Juneteenth being a federal holiday.
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1. January 24
2. February 14
3. March 13
4. April 17
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1. February 1
2. February 29
3. March 21
4. April 25
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1. May 22
2. June 20 date change
3. July 17
4. August 21
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1. September 18
2. October 23
3. November 13
4. December 11
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1. September 26
2. October 31
3. November 21
4. December 19
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1. Managing a Successful Branch
OBJECTIVE
Branch Manager 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.
Participant Key Skill Transfers to Take Away:
- Learning to create an energetic and productive workplace.
- Learning to manage the branch team and integrate technology to drive additional business.
- Driving business development even when the branch traffic is slow.
2. Leading Service Excellence
OBJECTIVE
Branch Manager 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.
Participant Key Skill Transfers to Take Away:
- Developing leadership skills to grow the branch.
- Mastering an understanding of leading a vibrant service and sales process in a branch environment.
- Learning to train the branch team in key listening, referring, and selling skills to improve growth.
3. Business Development
OBJECTIVE
Branch Manager 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.
Participant Key Skill Transfers to Take Away:
- Mastering pre call planning.
- Learning to call virtually or in-person on the right (most profitable) clients and prospects.
- Building relationships with productive referral sources.
4. Maintaining Superior Team Performance
OBJECTIVE
Branch Manager 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.
Participant Key Skill Transfers to Take Away:
- Winning motivational strategies.
- Learning best practices in employee development, performance improvement, and employee recognition.