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Branch Manager Best Practices

January 8, 2019 @ 1:30 pm - 3:00 pm

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Excellence at the Branch!

How do you excel at leading while fulfilling your responsibilities as a branch manager? It’s a challenge this program will help you meet!

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 that you must be member-driven while providing superior service that promotes loyalty, and, at the same time selling the member 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 speed ahead, highly motivating webinar by one of the country’s leading presenters.


This action-packed and solution-focused program will answer questions like:

Where do I find the time to coach with my staff?
The same place you find time to attend required meetings, go out and make sales calls and reserve time for an occasional dental appointment. You will have to make it happen. Not easy but the most worthwhile discipline you can acquire. Go for first thing in the morning. Dedicate four days a month that you set aside X amount of time first thing – maybe 7:45 AM to 9 AM those four days a month are coaching time. Make it a priority and it will happen. Do for three months and see how it works for you.

I have never had a Branch Business Plan, is it a complicated effort, how do I create one?
This program will provide you the template and the how to. You will find you can be much more productive and focused with targets and a plan. It will become your roadmap to growing and managing your branch successfully. It’s not complicated, but it is an in-depth look at where you are now, where you want to be and what strategies you want to put in place to get you there. Much like a budget, you will want to look at it at least every month to monitor progress.

Covered Topics

  • Lead the way through coaching
  • Collaborate on a performance plan
  • Motivation – who needs some?
  • Member service that sizzles
  • Conducting difficult conversations
  • What to do with the underperformer
  • Managing your time, teaching them to manage theirs
  • What is your plan to manage an exceptional branch?
  • Executing the plan
  • Managing resistance

Who Should Attend?

Branch managers, assistant branch managers and those that train and/or lead them.

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Your Speaker

Honey Shelton - President Honey Shelton has more than 30 years of experience as a training and quality improvement consultant for banks and credit unions across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.