Branch Manager Bootcamp

What does your branch have that alternate branch channels and competitors don’t? You and your people! As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of their branch manager. Organizations must invest in their leaders, giving them the right tools to create positive change and impact profitability. 

This enhanced four-part series will focus on the next generation of branch. The courses will enhance critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for the branch and organization. Participants will engage in discussions and small group activities, allowing them to take what they have learned and start making an impact right away.

Two Options Available

Summer Series – 8 to 11 a.m. CT

2022 Summer Option #1

  • Session 1: May 19
  • Session 2: June 23
  • Session 3: July 14
  • Session 4: Aug. 25

2022 Summer Option #2

  • Session 1: May 24
  • Session 2: June 28
  • Session 3: July 26
  • Session 4: Aug. 30

Session Descriptions

Session One: Managing a Successful Branch

Part 1 focuses on the foundational skills of a branch manager. Participants will learn the key elements of managing a successful branch – selecting and building their team, staffing, scheduling, and operational procedures.

Learning Outcomes:

  1. Learning to create an energetic and productive workplace.
  2. Learning to manage the branch team and integrate technology to drive additional business.
  3. Driving business development even when the branch traffic is slow.

Session Two: Leading Service Excellence

Part 2 focuses on the manager’s role in building and leading an effective service and sales organization. Participants will learn to plan and direct their team toward an effective business development effort.

Learning Outcomes:

  1. Developing leadership skills to grow the branch.
  2. Mastering an understanding of leading a vibrant service and sales process in a branch environment.
  3. Learning to train the branch team in key listening, referring, and selling skills to improve growth.

Session Three: Business Development

Part 3 focuses on the relationship-building process, including how to gain the trust of their member and present solutions that solve their members’ needs.

Learning Outcomes:

  1. Mastering pre-call planning.
  2. Learning to call virtually or in-person with the right members and prospects.
  3. Building relationships with productive referral sources.

Session Four: Maintaining Superior Team Performance

Part 4 focuses on maintaining superior performance. Participants will learn to evaluate individual performance and build performance standards that blend with the organization’s mission and vision.

Learning Outcomes: 

  1. Developing winning motivational strategies.
  2. Learning best practices in employee development, performance improvement, and employee recognition.

Who Should Attend?

New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, or Lead Frontline Professionals.

Presenter - Jennie Sobecki

Jennie Sobecki

Jennie Sobecki is co-owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm which concentrates on results-driven process consulting and training in community banks and other financial institutions. Sobecki designs solutions to drive top-line growth through training of existing sales forces, including sales management.

Before 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. Sobecki consults numerous financial service organizations on revenue, sales leadership, and organizational performance.

Educational Investment

Fee Per Person

League Member Rate: $800

Limited number of registrations available. Register early to secure your virtual seat. Your investment includes four 3 hour sessions.

Cancellation Policy

All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit it via email to Cancellations received more than 30 days before 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 before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to

Cornerstone League reserves the right to cancel or reschedule the event due to unforeseen circumstances. If the event 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.


Call 800-442-5762 ext. 6630 or email us.