Aug 18, 2020
The Branch Management Series will focus on the critical success elements of managing and leading a performance focused sales
and service team. Each workshop is designed either as a series or as a stand-alone, 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. The Branch Management Series 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.
This workshop focuses on the Branch Manager's Role as Sales & Service Leader. Managers learn to plan, motivate, and challenge the team to consistently provide exceptional service and meet the Branch’s goals.
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Dianne Barton, is the Founder and President of Performance Solutions, Inc. Her expertise in customer service, leadership, and sales & service culture development is recognized as leading edge by both national banks and community banks. Dianne’s programs are designed to “close the gap” between the bank’s needs & 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 “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. Trina also served as a Regional Manager and City President where she assisted with the opening of over 30 branches and was responsible for managing, training and operational duties. She has also served on the Board of Directors for Junior Achievement. Trina enjoys spending time with her family, shopping, gardening and decorating.
Who should attend?
The Branch Management sessions are designed for Retail Managers, Branch Managers, Assistant Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch. These sessions can be completed in a series or as stand-alone sessions.
IBA Members Non-Members
$850 - Full Program $1700 - Full Program
$225 - Each Individual Session $450 - Each Individual Session
Fees include the program, materials, continental breakfast, lunch & refreshments.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.
We're Going Virtual for this Branch Management Workshop - Growing the Retail Branch.
While we may not be able to get together "in person" for this event as originally planned given the circumstances, we know that education/training to stay current and be the best banker you can be is important. That's why we're committed to providing this session and we're taking it 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!
You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions. This is a completely LIVE virtual training where you will be able to ask questions directly to the speaker.
The 2020-2021 Branch Management Series dates are:
August 18, 2020; November 17, 2020; January 19, 2021; April 13, 2021
Laurie Rees, Vice President, Education & Training
Elizabeth DeHaven, Education Coordinator
The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form. If you have questions, contact Elizabeth DeHaven via e-mail at email@example.com 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.