Branch Manager Bootcamp
The Evolving Role of the Branch Manager
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.
The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for them. Participants will engage in discussions, small group activities, and skills practices to enhance ideas and learning.
Two Options Available for 2026
Each session is 8 to 11 a.m. CT.
2026 Summer
- Session 1: May 20
- Session 2: June 17
- Session 3: July 15
- Session 4: Aug. 19
2026 Fall
- Session 1: Sept. 16
- Session 2: Oct. 21
- Session 3: Nov. 18
- Session 4: Dec. 9
Session Descriptions
Session One: Managing a Successful Branch
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.
Key Skill Takeaways:
- Learn to create an energetic and productive workplace.
- Learn to manage the branch team and integrate technology to drive additional business.
- Drive business development even when the branch traffic is slow.
Session Two: Leading Service Excellence
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.
Key Skill Takeaways:
- Develop leadership skills to grow the branch.
- Master an understanding of leading a vibrant service and sales process in a branch environment.
- Learn to train the branch team in key listening, referring, and selling skills to improve growth.
Session Three: Business Development
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.
Key Skill Takeaways:
- Mastering pre call planning.
- Learning to call virtually or in-person on the right (most profitable) clients and prospects.
- Building relationships with productive referral sources.
Session Four: Maintaining Superior Team Performance
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.
Key Skill Takeaways:
- Winning motivational strategies.
- Learn best practices in employee development, performance improvement, and employee recognition.
Who Should Attend?
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.
Presenter - Jennie Mitchell
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.
Educational Investment
Fee Per Person
League Member Rate: $900
Credit Unions with assets under $100M are eligible for a reduced registration rate of $600. Please reach out to Jovani Triche to obtain the discount code.
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.
Cancellation Policy
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to training@cornerstoneleague.coop. 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 training@cornerstoneleague.coop.
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.
Grant Assistance
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.
Questions?
Call 800-442-5762 ext. 6630 or email us.