Workshop Details

Branch Manager Expertise

Clearly, the manager “sets the tone” for the branch. Strong managers create strong branches. A successful branch manager is expected to excel along multiple dimensions as they create a “culture of excellence.” InterAction Training’s Branch Manager Expertise program will help you understand and learn how to elevate the skills needed to build high morale, exceptional customer service and cross-selling ratios that have a positive impact on the bottom line.

Often referred to as the Pygmalion effect, the way managers treat their associates is subtly influenced by what they expect of them. What should you expect? How do you treat them? When expectations are high and accompanied by expert guidance, motivation and training the branch will perform accordingly. Come learn how to build a team that works together for the common good. Hear how to coach and motivate your team to be committed to success.

This dynamic InterAction Training program will help you become the change agent your bank needs you to be.

Branch locations are some of your most important distribution channels. The smooth and consistent operation of your branch is critical to maintaining and attracting business. Increasing competition dictates you must be customer driven while providing superior service that promotes loyalty, and at the same time selling the customer on expanding the relationship. Now as if that’s not enough -- you must learn to manage increased demand with as few staff people as possible. Boost your expertise and your enthusiasm in this full-day, highly motivating seminar by one of the country’s leading bank seminar providers.

Highlights of the Branch Manager Expertise workshop

Hitting Your Branch Targets….Building The Plan
Learn How to Coach…Practice Coaching Effectively
Team Building
Resolving Conflict
Managing Resistance
Motivation – Yours & Theirs
Customer Service that Sizzles
How to Keep the High Achiever
What to do with the Poor Performer
And, much more!

Day One 9 a.m. – 4 p.m.

Assessing Your Effectiveness as a Manager

Managing Your Job – prioritizing, setting goals, establishing standards, planning

Relating to Others – listening, organizing, communicating, giving direction, receiving feedback

Develop Your Team – training, coaching, delegating, appraising, counseling and disciplining

Write Your Plan of Action – prioritize what needs to improve, build your improvement plan

Building Your Business Plan for Your Branch –Part One

Where Your Branch is Now – key branch data

Competition – who are they, market share distribution, key differences

Product Priorities – what works best in your market, why is that…

Business Plan Goals – household related goals, deposit goals, referral goals, sales goals,
budget-related goals, staff related goals

Day Two 9 a.m. – 4 p.m.

Review Day One

Excelling at Leading, Supervising & Coaching

Understand motivation – why do we do what we do, how to gain buy-in from your team

Developing others – helping others achieve, addressing difficult or uninspired team members

Address responsibility – who is responsible for what, when…

Building Your Business Plan for Your Branch - Part Two

Using Tools for Information, Support & Tracking – CIF, MCIF, reporting options

Sales Development Efforts – creating action plans for customer retention, suspect opportunities, prospect opportunities

Branch Operations Action Plan – employee retention, branch efficiencies, following procedure, adhering to policy, compliance and audit concerns