Jun 18, 2020
A must for the newer community bank employee, this series is designed to provide a complete knowledge of banking principles and operations. It is also geared toward veteran employees as a refresher course. While it is recommended that the individual attend all four sessions of the series to receive an entire overview of banking, each session’s material stands alone; one session is not a prerequisite for another. From year to year, IBA plans to offer the same series beginning with any session. However, if you want your staff to learn about the material presented in a particular session, the program provides a thorough education and may be attended as a stand-alone class.
8:45 a.m. Registration
9:00 a.m. Program Begins
12:00 Noon Break
1:00 p.m. Program Resumes
3:00 p.m. Program Adjourns
Key Products and Services
Who Should Attend
This seminar is designed for Retail Managers, Branch Managers, Assistant Branch Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch. You can attend the series or each session will also be a stand alone program.
Dianne Barton is the Founder and President of Performance Solutions, Inc. As a former banker, her services, which include a broad scope including strategic planning, leadership & management development, regulatory and compliance implementations, retail growth strategies, and sales & service culture development, are recognized as “real world banking solutions”.
Dianne’s training programs are designed to “close the gap” between banks’ needs and employees’ skills. A philosophy of experiential learning and participant involvement in training led to the development of her “TELL-SHOW-DO” training method that is skill based rather than theory based. The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active, high energy, “hands on” approach by the participants.
Trina McCoy is the Senior Consultant and Facilitator, for Performance Solutions, Inc. (PSI), is a training and consulting company that has been a part of the banking community for over 35+ years. PSI specializes in providing solutions to the key challenges facing banks today in attracting and building
relationships with their customers. Trina McCoy started her career with a regional bank in 1999 as an in-store branch manager and later managed a traditional branch.
$850 - Full Program
$225 - Each Individual Session
Fees include the program and materials.Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. Surcharge of 100% for Non-Members.
We're Going Virtual!
While we may not be able to get together "in person" for this event as originally planned, we know that education/training to stay current is important. That's why we're taking this seminar online via webinar technology. Same instructor with the same content, but you'll have the ability to join from wherever you're located, from the convenience (and safety) of your computer. We look forward to seeing you online!
Laurie Rees, Vice President, Education & Training
Marcy Borden, Education Coordinator
Elizabeth Kilty, Education Coordinator
You will receive an e-mail confirmation at registration. If you have questions, contact Marcy Borden via e-mail at firstname.lastname@example.org or by phone at 317-387-9380.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or absences on the day of the program. Substitutions are welcome at anytime.