Building, Engaging, and Developing the Team - Retail Banking Managment Workshop

Date:

May 6, 2026

Location:
Indiana Bankers Association
8425 Woodfield Crossing Blvd
Ste 155E
Indianapolis, IN 46240-7321

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Management Series (formerly known as the Branch Management Series), updated for 2026.

Retail Management Series is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.

The sessions do not have to be taken in sequence in order to receive a certification. The four workshop sessions may also be completed as stand-alone sessions. 

Agenda
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
Noon  Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns


Who Should Attend?
All Retail Banking Managers at all levels of experience, as well as any banker not currently in a leadership position but who aspires to future management roles. Candidates for this training include Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers who are seeking new frameworks and tools for developing their teams.
Topics

This session focuses on hiring, motivating, and developing the retail banking team. Managers learn proven ways to engage team members and challenge them to exceptional performance.

  • Hiring, Promoting, and Retaining “the Best”
  • Master Effective Interviewing
  • Getting the Right Person in the Right Seat
  • Boost Team Member Engagement
  • Key Needs and Motivations of Today’s Workforce
  • Coaching for Impact, Connection, and Results
  • Business and Development Planning: Putting Learning to Action
Speaker(s)

Christie Drexler
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years. In addition, Christie has 26 years of direct experience in the financial services industry, working for both community and large regional banks. Her experience has been expansive to include successfully navigating retail and commercial banking careers.

Additional Information
Benefits of this seminar:
  • Interact, network, and learn from the experience of other retail bankers
  • Create and execute an effective retail business plan
  • Implement a plan for your continued growth and development that is aligned with your manager’s and bank’s goals
  • Effectively communicate vision, purpose, strategies, and consequences for your team
  • Define and implement a culture of success
  • Understand how to relate to others more effectively
  • Build quality relationships and get important tasks done
  • Effectively address underperformers
  • Hire, promote, and retain the best
  • Build client loyalty and grow the bank
  • Streamline compliance requirements and retail operations
  • Better address conflict with others and manage stress
  • And much more!
Fees

IBA Members

$275 - Each Individual Session

Fees include the program, materials, continental breakfast, lunch & refreshments.

Participation in IBA programs is limited to members, associate members and non-members from an eligible membership category at applicable member or non-member rates.

100% surcharge for non-members.

location

The Retail Banking Management Series workshop will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240.

Association Contact

Laurie Rees, Senior Vice President of Professional Development
LRees@indiana.bank

Molly Gibbs, Assistant Vice President - Education & Training
MGibbs@indiana.bank

Susan Clark, Professional Development Coordinator
SClark@indiana.bank

Silvia Regalado, Professional Development Coordinator
SRegalado@indiana.bank

Cancellation Policy

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 Molly Gibbs at mgibbs@indiana.bank or 317-387-9380.

Within three or more business days before 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 any time.