Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your Branch Managers in our Branch Manager Bootcamp!
What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, credit unions must reassess the role of the branch manager. invest in the manager, giving them the right people, tools, member goals, and sales goals, then step back and watch the results change into a dynamic source of profitability.
This engaging, four-part series will focus on the next generation manager who will be leading the transition to member relationship management, and to managing an active advisory environment for your members to achieve financial goals.
Each session is 8 to 11 a.m. CT.
Branch Manager Part 1 focuses on the foundation skills of a branch manager. Managers learn the key elements of managing a successful branch, such as selecting the team, staffing and scheduling, procedures, and building the team.
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Branch Manager Part 2 focuses on “The Manager’s Role in Building and Leading an Effective Service and Sales Organization.” Managers will learn to plan and direct the team toward an effective business development effort.
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Branch Manager Part 3 focuses on the relationship-building process to identify how to gain the trust of your client, increase share of wallet, and present solutions that solve your clients’ needs.
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Branch Manager Part 4 focuses on maintaining superior performance. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision.
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New and experienced branch managers, assistant branch managers, teller supervisors, lead frontline professionals, and any professional aspiring to lead the team in a retail branch.
Jennie Mitchell is Co-Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high-performing mid-level Indianapolis bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.
League Member Rate: $800
Limited number of registrations available. Register early to secure your virtual seat. Your investment includes four 3-hour sessions and a workbook.
Instructions for joining the session and the workbooks will be sent by Jovani Triche, education coordinator, approximately two weeks prior to each session. Please check your junk folder or reach out if you do not receive your materials prior to the session start date.
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to [email protected]. Cancellations received more than 30 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to [email protected].
Cornerstone League reserves the right to cancel or reschedule the event due to unforeseen circumstances. If the conference is rescheduled to another date or modified (virtual or hybrid), your registration will automatically transfer. If the event is rescheduled or location is changed, and you are unable to attend, your fees will be refunded.
The Cornerstone Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines, and deadlines. Contact Emily Moreno, Foundation grants manager, at 469-385-6483 for more information.
Call 800-442-5762 ext. 6630 or email us.